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Presentation Flows

Setup & Configuration of Presentation Flows

Will Matysik avatar
Written by Will Matysik
Updated over 4 months ago

TIP:

If you have any questions or need assistance with implementing or updating Forms, Rulesets or Presentation Flows, please contact us at customersuccess@sportsdigita.com

Definition

A Presentation Flow is a way to customize how a presentation is created in DIGIDECK. It has two main parts: Forms and Rulesets.

1. Form

  • A Form is like a questionnaire that asks users for specific information

  • The questions in the form can be customized to fit any need

  • Answers from the form are used to create a personalized presentation

2. Ruleset

  • A Ruleset is a set of instructions that tell the system what to do with the answers from the form

  • It can perform actions like adding or removing slides, changing the style, setting the introduction video, and more


How Do Presentation Flows Work?

  • Forms gather information: Users fill out a form with details about their presentation needs

  • Rulesets process the information: The system uses rulesets to automatically build a presentation based on the form's answers

Key Components:

  • Template Variables: These are placeholders in the Master Deck (the main template) that get filled in with information from the form

  • Customization: Every ruleset must be linked to a form, ensuring that the presentation is tailored to the user’s input.

TIP:

You can have multiple Presentation Flows enabled for each Master Deck. If you activate more than one, users will have a choice of which flow they would like to follow.


Creating a Presentation Flow

Important:

To Create a Presentation Flow, you must first have a Form and Ruleset created.

Click here for our collection of articles on Presentation Flows, including Forms and Rulesets

  1. From the Presentations tab click on the 'Tools' tab and select the 'Presentation Flows' option

2. Click the 'Create Flow' button

3. Assign a Name for this Presentation Flow

Note:

This name will be visible to your DIGIDECK users when creating presentations.

4. Optional: Assign a Display Description for this Presentation Flow. The Display Description will be visible to all users and is only necessary if the "Name" isn't self-explanatory

Click the 'Next' button

5. Select 'Custom Form' and click the 'Next' button. The 'Next' button will become clickable once a Field is selected

6. Select the 'Form' and 'Ruleset' that you’ve configured for this Presentation Flow then click the 'Next' button

7. Click the 'Create Flow' button after confirming proper configuration

8. If you wish to make edits to, or Disable the Presentation Flow at any time, click on the ellipses (...) icon and select 'Edit Flow Details' option

9. From here you can rename your Presentation Flow, enable or disable using the Enabled/Disabled toggle, and reassign different Forms and/or Rulesets


If you have any questions or need assistance with implementing or updating Forms, Rulesets or Presentation Flows, please contact us at customersuccess@sportsdigita.com

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