Record a storyboard

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Storyboards provide a means of guiding users through series of activities that constitute end-to-end processes. Note: Only administrators and storyboard managers can create storyboards.

 


 

1.From the Tools menu choose Storyboards.

2.From the Edit menu choose New.

Note: If you want to create a storyboard in a folder then ensure you select the folder first.

The Storyboard Properties window opens.

3.Define the storyboard through the following tabs:

 

Properties

Title is the name of the storyboard. You can define the title in different languages if additional language variants have been configured in the system. Click Edit Language Variants to open the Language Variants window and then enter the title for the desired language in the Text field.

 

Available for offline players will allow users to download the storyboard to a mobile device for offline viewing.

Notify primary contact when integrity of storyboard is broken will email the primary contact assigned to the storyboard if a user deletes an activity or diagram that is referenced by the storyboard. See Defining a Primary Email Contact for more information.

Expiry Period is the number of weeks that the storyboard is available for download. After this time the storyboard will expire. Users will be required to download the storyboard again once it has expired. To disable the expiry period, enter 0 as the value.

 

Common Details

Owner is the user that is responsible for maintaining the storyboard. This will default to you. To change the owner click Select User .

Author is the author of the storyboard. This will default to you. To change the author click Select User .

Acknowledgement text allows you to modify the default text that is sent to users when the storyboard is sent out for acknowledgement. Click Edit acknowledgement text to modify the text.

 

 

Change Log

Any change to the owner of a storyboard will be automatically logged in the change log. If you want to add a change log, for example if a step has been added or removed, click Add and enter the details.

 

Cover Image

Change the storyboard cover image that appears in users' mobile players.

 

4.Click OK.

The Storyboard Edit window opens.

5.From the Action menu choose Record, or click .

 
You are now in record mode.

 

Note: You can hide the list of steps when recording a storyboard. From the View menu choose Hide List When Recording.

 

6.Click each activity that you want to appear in the storyboard.
 
Each activity will be sequentially recorded, i.e. the first activity you select will be step number 1 and so on. You can navigate to other diagrams in the current map or to diagrams in other maps within the current process repository.

 

7.When you have finished recording the storyboard, from the Action menu choose Stop, or click Stop .

 

Assigning Access Rights

Access rights govern which users can view the storyboard. To define access rights see Defining access rights on storyboards.

 

Editing Storyboards

After creating a storyboard you can add step commentary text, define key steps and reorder steps. See Editing storyboards for more information.

 

 

Related topics

 

About storyboards

Creating Keywords.

Editing storyboards

Storyboard preferences

Redirecting storyboard steps

Linking a storyboard to an object

Linking two storyboards

Performing an integrity check

Assigning roles to storyboards

Importing and exporting storyboards

Assigning Primary Email Contacts