Overview
A presentation template is a saved snapshot of a whole deck plus a typed variable schema. When you instantiate a template against a record, Custral substitutes{{key}} tokens in the
slides with that record’s values, so one “Customer QBR” template produces a
branded, pre-filled deck for any customer.
How it works
Templates are managed at Settings → Presentations → Templates. Each row shows the template name, how many variables it declares, and a description. A template carries two things:- A snapshot: the deck’s slides and their content, captured when you save. Editing a deck created from a template never changes the template itself (it is a snapshot, not a live link).
- A variable schema: a list of variables, each with a key, a label, a
type, a required flag, and an optional default value. Inside slide text you
write
{{key}}, and you add a matching variable here so Custral knows how to fill it.
- Required variables that resolve to nothing block creation, and the unresolved keys are reported back so you can fix them.
- Optional variables fall back to their default value (or an empty string).
- Unknown tokens (
{{...}}with no matching variable) are left in place as-is.
Using it
1
Create a template
On the Templates screen, click New template, give it a name, and
optionally a description.
2
Add variables
Open the template and click Add variable. Set the Key (e.g.
customer_name), a Label, a Type, whether it’s Required, and
an optional Default. Use the same {{key}} in your slide text.3
Create a deck from the template
When you create a deck from the template against a record, Custral fills
the
{{variable}} tokens from the record’s matching properties.Troubleshooting
When reporting an issue, include the request ID shown in the error message.
It helps our support team trace what happened.