This documentation supports the 19.11 version of Remedy Smart Reporting, which is available only to BMC Helix subscribers (SaaS).
To view an earlier version, select the version from the Product version menu of the documentation at IT Service Management Suite Open link .

Using a storyboard

After you create a storyboard, you can share it with others, make it a favorite, and perform other actions. This topic discusses how to use a storyboard.

Related topic

From the Yellowfin documentation:

Storyboard Actions Open link

Using the social collaboration options

You can use various social collaboration options available while editing or viewing a storyboard. From the right menu bar, the following social collaboration options are available:

  • Comment and Comment Threads—Add comments to a slide, view previous comments, respond to comments, and so on. The Storyboard comment options work similarly to the comments on Reports. For more information, see Adding and responding to comments in a report or storyboard.

  • Comments Subscribe—Subscribe to a comment feed. When you subscribe to comments, you get a email notification when other users add comments to slides. The email is sent to the Remedy Smart Reporting inbox.
  • Slide NoteAdd private notes on selected slides during a presentation. When you add a note, a flag is displayed on the slide. Click the flag to view the note or delete it.

Sharing a storyboard with other users

When you view a storyboard, you can distribute or email a storyboard to other users who have access to the storyboard.

To distribute a storyboard

  1. On the bottom menu bar, select  Share > Distribute.
  2. Add the recipients and a message.
    You can add the storyboard URL in the message, which provides the users a direct access the storyboard.
  3. Click OK.

The recipients receive a notification in their Remedy Smart Reporting inbox, from which they can access the storyboard. The storyboard also appears on the timelines of recipients. 

To email a storyboard

  1. On the bottom menu bar, select  Share > Email.
  2. Add recipients and select a format.
  3. (Optional) Change the storyboard name and enter a message.
  4. Click OK.

To export a storyboard

  1. Create or view a storyboard.
  2. From the bottom menu bar, click Export.

To make a storyboard favorite

  1. To mark a storyboard as favorite, on the bottom menu bar, click the star next to the storyboard name.
    The storyboard is added to your Favorites list on the Remedy Smart Reporting home page.
  2. To remove a storyboard from the Favorites list, click the star again. 

To view version history

  1. View a storyboard.
  2.  From the left menu bar, select Version History.
  3. Select the version you want to view.

To delete a storyboard

  • While editing a storyboard, from the top menu bar, select Storyboard > Delete.
  • While viewing a storyboard, from the bottom menu bar, select Edit > Delete.

Once deleted, a storyboard is not accessible to other users with whom it was shared.

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