Project Settings

Use the project settings to manage associated data sources, output options, schedules, team visibility, data caching, notifications, date formats, and other project-specific information.

Project-level settings can be found at the top of the Configure page for your project.

Contents:

Data Sources

Output

Schedule

Teams

Settings

 

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Data Sources

The Data Sources tab shows your data sources. Click the Enable toggle to associate one or more data sources with this project and make the data available for embedding. You may also restrict the linked data to specific worksheets or dashboard pages.

Be sure to Save at the bottom of the screen.

Output 

The Output tab is where you configure the name, format, and save location for this project's output.

Output File Name

Enter a custom file name for the output generated from this project. This is most useful when you include pragmas in the file name itself. Examples include:

Monthly Analytics Report {{client_name}} - {{fn:month}} 

Proposal for {{client}} | {{fn:date}} 

See How to Set the Output Filename for details.

Preferred Output Format

Select the file format of the output for scheduled projects and Bulk Mode projects.

Output Directory

Set a directory where project results will be saved. This can be a connected Google Drive or Microsoft OneDrive location.

Advanced Settings

Use these settings to control whether project results will over-write an existing slide deck, or if you would like to append the results to another deck.

Project Results

This section displays the recent output for this project. Click the X to delete a file.

Schedule

The Schedule tab is where to set up a schedule to run this project on a recurring basis. Be sure to click Save at the bottom of the screen to save the schedule.

Teams

The Teams tab allows you to limit visibility of this project to specified Teams in Slideform.  

Select the Teams that will have access to the project under Available Teams. If no Teams are selected, then all users will have access.

To remove Team access, click the X next to a team in the Current Team Collaborators box.

Settings

Configure project-specific settings and notifications in the Settings tab.

Project Organization

Project Folder: If you have created folders to organize your projects, you may assign this project to a folder here. The Global Folder is the base level folder for your account.

Project Owner: This field is automatically populated with the username of the person who created the project. You may change the owner and this will be displayed on the project card. 

Data & Caching

Data cache duration: Control how long the charts and data from your data sources are stored in Slideform's cache. If you set a longer cache period, Slideform will not fetch new data during that period and subsequent reports may generate faster.

For example, if you choose 24 hours, the data will be refreshed only once per day. If you run multiple reports within 24 hours, they will use the cached data and will not count against your data updates allowance.

Refresh indexed data: If you do not want to cache the data at all, and want to fetch new data each time the report is generated, select Yes. However, it may take a bit longer to generate the report.

Enable previews: Choose whether you want to generate a preview when the presentation is run manually. If you skip the preview, you must still select the output format to save the output.

Notifications & Integration

Email Notifications: Instead of waiting for output to be generated in the Slideform app, you can receive an email notification when your presentation is ready. 

Enter one or more emails to receive the notifications, separated by commas. This is project-specific, so the account manager for the specific client can be notified. The email will contain a direct link to the output if it is in Google Slides, or a link to Slideform if the output is in PowerPoint or another format.

Slack Webhook: The Slack webhook is how you can receive Slideform notifications in a Slack channel. 

To set up the Slack webhook, see Notification Settings

Audit Sheet: Enter the URL of an (empty) Google Sheet to be used as an audit log. Make sure that you have either authorized your Google Workspace or shared the sheet with share@slideform.co. Every time a presentation is generated, the user, date, and pragma values will be recorded in this sheet.

Date & Time Settings

You may specify the date-time format used in your project. Set a start of week and start of quarter in order to configure the built-in functions for current or prior week or quarter.