You can build a storyboard by adding slides, adding content to the slides, and applying different slide and storyboard settings. After you create a storyboard, you can make it available to other users by activating it. You can preview a storyboard while you are creating it and make further changes to it.
To create a storyboard
Perform the steps listed in the following table to create a storyboard:
|1||Create the storyboard|
- On the BMC Remedy Smart Reporting main navigation bar, select Create> Storyboard.
- On the Storyboard Setup screen, select a theme, provide the required details, and then click Save.
The Title and Description that you provide here are displayed in the content list on the Browse page.
A theme is default styling of the storyboard. For more information about creating themes, see Storyboard themes.
- Click Save.
|2||Add slides by selecting from templates|
- From the left menu bar, click the Slide icon.
- Click the Add icon (+) at the end of the slide list.
- Select a template from the Select Template menu. See Slide templates.
- Provide a Title and a Subtitle for the slide.
- Click Add.
|3||Add content to the slide|
- Depending on the slide type, add the required content.
For more information content types and method to add content, see Adding slide content in storyboard.
- If required, add an associated content slide.
For method to add associated content, see Adding associated content.
|4||(Optional) Apply slide settings|
For more information about slide settings and the method to apply settings, see Applying slide settings in storyboard
- From the top menu bar, navigate to Slide > Settings.
- Apply settings to define the title, subtitle, content type, and so on for the slide.
- Click Submit.
|5||(Optional) Apply storyboard settings|
Apply storyboard settings to define style, data and access settings for the storyboard.
For information about available storyboard settings, and method to apply settings, see Applying storyboard settings.
|6||Apply filters to reports in the storyboard|
Add the following filters to restrict the data displayed in the storyboard:
- Report filters—for specific reports on slides
- Global filters—for all reports in the storyboard
For more information, see Applying filters to reports in a storyboard.
|7||Use social collaboration options||Optionally, use the social collaboration options to add comments and notes to slides.|
|8|| Save the storyboard|
- From the top menu bar, click Storyboard > Save.
- In the Save storyboard pop up window, provide or update the required details.
By default, the Category is BMC Remedy Operational Reporting, and the subcategory is Draft. For information about Category and Sub Category, see Content categories.
- Click Draft to save the storyboard in draft state.
The storyboard remains in Draft Storyboard status until you activate it. You can locate the storyboard by navigating to Browse > BMC Remedy Operational Reporting > Draft Contents. You can choose to activate the storyboard at a later time.
|9|| Activate the storyboard|
- Browse and open a storyboard that you want to activate.
- Click Storyboard > Save.
- In the Save Storyboard popup window, update the Title, Description, and Category of required.
The default category is BMC Remedy Operational Reporting.
- Select a Subcategory other than Draft Contents, under which you wish to save the storyboard. For example, Incident Management or Change Management.
The Activate button appears only after you select a category other than Draft Contents.
- Add tags if required.
- Click Activate.
The active storyboard opens in present mode. You can locate the storyboard from the Browse section of BMC Remedy Smart Reporting, under the subcategory you had selected earlier. Once you activate a storyboard, the status changes from Draft Storyboard to Public or Private, based on the settings you have applied.
Once you create and activate a storyboard, users having access to the storyboard can view the storyboard and perform different actions such as sharing, exporting, adding comments and notes, and so on.
To preview a storyboard
While editing a storyboard you can preview it. Clicking Present Mode on the bottom menu bar opens the Save Storyboard pop up window. After you enter the required details, and save the storyboard as draft, it opens in the preview mode.
While previewing a storyboard, clicking Edit on the bottom menu bar provides the options to edit or save the storyboard. For information about the editing options, see Editing a storyboard.
Where to go from here
For information about different editing options, see Editing a storyboard.
For information about using the different storyboard features, such has exporting, sharing, and so on, see Using a storyboard.