The Create presentation action enables you to create a new PowerPoint file, optionally applies open and edit passwords, saves it to disk, and returns a session for later actions. Use it to start a presentation workflow from a new file.

Note:
  • If the folder doesn’t already exist, the action will automatically create it.
  • If the file with the same name already exists in the folder, the bot will throw an error.

Settings

  • File path: Select one of the following options to specify the full destination path for the new presentation:
    • Specific path: Enter the file path, select a string variable that contains the file path as its value, or use Browse option to upload it directly.
    • Regex: In the Folder path field, click the Browse button to select a path or click the Insert a value icon to select a variable that you have used to store the path for the PowerPoint file.

      File name: Defines the name of the presentation file using regex components allowing you to construct the file name dynamically.

      Type: Specify the type of input used to build the file name. For example, String which can be a static or a variable text.

      Value: Specify the actual content of the file name. For example,
      • Static value: Report
      • Dynamic value using variables: Report_$Date$

      Case sensitive: Select this option to treat the uppercase and lowercase letters differently.

      Add Regex: Enables you to add multiple pattern segments to construct a complex file name.

  • Open password (Optional): Select one of the following options to specify the password required to open the presentation:
    • Credential: To use a value available in the Credential Vault. Click Choose to select a credential.
    • Variable: To use a value that is stored as a credential variable.
    • Insecure string: To manually specify the values. (Optional) Click the Insert a value icon to insert an existing variable.
  • Edit password (Optional): Select one of the following options to specify the password required to edit the presentation:
    • Credential: To use a value available in the Credential Vault. Click Choose to select a credential.
    • Variable: To use a value that is stored as a credential variable.
    • Insecure string: To manually specify the values. (Optional) Click the Insert a value icon to insert an existing variable.
  • Create PowerPoint session: Select one of the following tabs to create a session:
    • Local session: to specify a session name that can be used only in the current bot.
    • Global session: to specify a session name that can be used across multiple bots, such as parent bots, child bots, and all other child bots of the parent bot.
    • Variable: to specify a PowerPoint session variable.

      Click the icon on the right to create a variable, then choose PowerPoint session as the Session type in the window that appears. See Create a variable.