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This documentation supports the 21.05 version of BMC Helix ITSM: Smart Reporting. To view an earlier version, select the version from the Product version menu.

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

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 Smart Reporting inbox.
  • Slide Note—Add 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 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 BMC Helix ITSM: 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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BMC Helix ITSM: Smart Reporting 21.05