Custom Template Sets For Automatic Slide Generation

1: Saving and Managing Template Sets

Custom template sets let you reuse specific layouts across projects. A template set works across all projects and includes:

• Default templates for each question type (up to five)

• Additional condition-based templates for specific variables or scenarios

When this template set is used, all variables will be assigned one of these slide templates based on their type and condition they fulfill.

2: Creating a Template Set

Before creating a template set, you must design the slides that will be included in the set.

When designing a slide:

• You can use one or more variables, as long as they are the same question type

• You can use multiple data objects

• Do not include filters, dynamic images, or references to other objects

This slide has one variable and multiple data objects that can be used as a template slide.

Note: If your slide uses a named layout from a PowerPoint master template, StoryTeller will try to apply that same layout during slide generation. If the layout isn’t available, the default layout will be used instead.

Learn more about creating and uploading slide layout templates.

To create a template set:

1. Open a slide to include in the template set

2. Open the Template tab and select Save Slide as Template or right-click on the slide

3. Assign it to the appropriate variable type

4. (Optional) Add conditions using tags, codes, or answer counts

5. Click Save

6. Repeat this process for all slides in the set

Note: Slides must be part of a saved StoryTeller report to be used to create template slides

Additional rules for template sets:

• Template slides should be universal and not tied to a specific project. The data objects in the slides should not include filters or referencing other data objects in features such as "Sort by other chart," or links to other reports.

• Slides that include charts like scatter and bubble use more than one variable and cannot be saved as templates

• Slides with dynamic images use multiple variables, comparison filers, or involve specific answer comparisons, and cannot be saved as templates.

Tip: To automatically display the question text in your slide header, insert a question token in a text box using the format [YourCode:T]. The token is replaced with the actual question text during slide generation.

3: Managing Template Sets

To manage a saved template set:

• Open Templates > Template Sets… from the ribbon menu

  

• Rename or delete sets

• Edit individual slides or their rules

• Reorder templates to prioritize application

4: Template Slides with Conditions

You can have multiple slide templates for each variable type. Each template set can include a default slide template for each variable type and additional slide templates with conditions.

• A slide template can include one or multiple conditions. When multiple conditions are applied, you can specify whether All or Any of the conditions must be met.

• Templates are evaluated in order, using the first match. If no conditions match, the default layout is applied.

The following types of conditions can be applied to a slide template:

• Number of questions

• Number of answers

• Question tag

• Question code

• Question text

Each type of condition has a list of available operators. For example, the following operators are available when using "Question code" as a condition:

• Equal to

• Not equal to

• Contains

• Does not contain

• Starts with

• Ends with

• In the list

The top two slide templates have specific rules, and the bottom slide template is a default template.

4.1: Create a Slide Template with Conditions

To create a slide template with conditions:

1. Create a slide and choose to save it into a template set.

2. Choose to save the slide With Conditions
   

3. Define the condition by selecting the type and operator

4. If multiple slide templates with conditions are present, drag the slide into the correct sorting order.

• If a question meets the conditions in multiple slides, the template from the first matching slide will be applied to the question.

• If a question does not match any of the predefined conditions, the default slide template will be applied.

5. Click Done to finalize the condition setup.

6. Click Save to save the slide to only this template set.

4.2: Modify Conditions of a Slide Template

To modify the conditions of previously saved slide templates:

1. Click Templates > Template sets
   Open the template set to be edited

2. Click Edit slides conditions or slides with conditions to view all slides with the matching conditions

3. Edit the slides as needed