The Initiate Presentation Export template allows you to export Workiva presentations in HTTP format, which can then be converted to a PDF or PPTX file. This feature is commonly used to back up presentations, enable offline editing, or to share Workiva presentations with users outside the workspace.
Requirements
- You must have access to the Client ID and Client Secret through your OAuth2 grant.
- The following connectors must be configured in your workspace:
Build your template
The Initiate Presentation Export template is located in the Workiva Chains section of the Templates screen.
Here's how to find it:
- In Chain Builder, go to the Templates tab.
- Select Workiva Chains from the menu at the top.
- Search for Initiate Presentation Export at the top right and open the template.
After locating your template, configure it to for your workspace using the variables and runtime inputs listed below.
Note: For detailed instructions on creating a chain from a template, see the Create and manage chains article.
Variables
| Variable type | Variable name | Description | Required? |
| Dynamic Chain | dcv-exportStatus | Used to capture the export status of the presentation. | Yes |
| Dynamic Chain | dcv-resourceURL | The presentation name or ID Value. | Yes |
| Workspace | wsv-ClientID | ID generated from the OAuth2 Grant for your Workiva connector. | Yes |
| Workspace | wsv-Secret | Secret token generated from the OAuth2 Grant for your Workiva connector. | Yes |
| Workspace | wsv-IAMURL | The IAM Host Override URL. | Yes |
| Workspace | wsv-PlatformURL | The Platform API Host Override URL. | Yes |
Runtime inputs
| Runtime input | Description | Options | Required? |
| ExportFormat | Indicates the format of the export. | .pdf or .pptx | Yes |
| ExportID | The ID of the presentation. | Yes | |
| ExportFileName | Can be used when uploading or emailing to replace the default name of the file. | No | |
| Slides | The IDs of the slides within the presentation to export. Can be left blank if exporting the entire presentation. | No | |
| PPTX - Export Options | When exporting to PPTX, this provides specifications on the exported object. |
includeUnusedLayoutSlides |
No |
| PDF Export Options | When exporting to PDF, this provides specifications on the exported object. |
|
No |
Note: If the optional fields are left blank, the entire object will be exported with no specifications applied.
Email delivery notification setup
To receive the exported file, you must additionally configure the Get (Final Resource) command with an email notification:
- While editing the Initiate Presentation Export chain, select the Get (Final Resource) command and click the Edit
- Click the envelope icon to open the Notifications screen.
- Click the + New notification button.
- Open the "Condition" dropdown menu and select Success.
- Open the "Recipients" dropdown menu and select the email of all users who should receive the exported object.
- Open the "Attachments" menu and select the file output from the Get (Final Resource) command.
This process will send the recipient of the email an HTTP file. The recipient must then manually rename the file's extension to the desired format:
- File_name.txt. => file_name.pdf
- File_name.txt => file_name.pptx
Troubleshooting
If your chain triggered an error or failed to update the correct data, check that the following is true:
- All workspace variables are correct. If you're using a sandbox workspace, use the sandbox version of the IAM/Platform URLs.
- You have included all the necessary runtime inputs, such as the presentation and export ID.
- You configured an email notification setting for the Get (Final Result) command.