Options Assigned to a Story
Last updated
Last updated
Navigate to the Platform homepage.
The Create Story option is accessible on the Platform homepage in two ways:
Right-click anywhere on the My Documents or Public Documents blank space to get the context menu.
OR
Click the Options icon to open the context menu from the Platform Homepage.
The Create New Story window opens.
Enter a title for the story document.
Describe the story document (optional).
Select either of the options to begin with the Story.
Select Existing Data Store: It will redirect the user to the list of existing data stores.
Upload CSV or Excel: It will redirect the user to upload a CSV/Excel file.
The next screen when an existing Data Store is selected to create Story.
Select a Data Store from the list by using the given checkbox.
Click the Create Story option.
The next screens when a file is uploaded to create Story.
Provide a Data Store Name
Choose a File and upload it.
Once the file is chosen, it will display the Data Store Details, Variable Types and Examples tabs.
Click the Create Story option when it gets enabled.
Please Note: After the user clicks the Create Story option in the Create New Story dialog box, the Data Store also gets created and the Data Store Created option given gets a checkmark and it turns blue in color.
Based on the selected options, the Story will get created and the Design page opens by default.
The user can access a Story document created under My Documents.
Please Note:
Navigate back to the space where the Story document creation was intended once you get redirected to the Design page of the Story module (i.e., In this case, Navigate to the My Documents space) to verify that the Story document has been created successfully.
The user can also initiate the Story creation by clicking on the Story module icon from the left panel of the homepage or from the Apps menu.
Select an existing story document.
Use the right-click on it to get the credited options for a story in a context menu.
The user can open the selected story in a new tab by using this option.
Click the Open in New Tab option from the Story context menu containing all the credited options.
The concerned story opens in a new tab.
Select the Properties option from the Options menu.
A new screen pops up with some options:
Displays the basic properties of the selected Business Story.
The user can upload an image by using the Browse option.
Click the Copy link icon to copy the open document link.
Select an option out of the Can view and Can edit options by using the radio button.
Click the Save option to save the properties settings.
Please Note: The users can select via the Properties screen whether the other users to whom the story document has been shared with view-only rights or they can edit the shared copy.
If a document gets shared using the Can View option, it will only have the View only access.
If a document gets shared using the Can edit option, then the document can be modified by the user.
The story document gets shared with the selected user or users.
Select the Share with User tab.
Search for a specific user(s) using the search bar.
Select a user or multiple users by using the tick marks in the given box(es).
Click the Save option.
A success message appears, “Document privilege has been updated successfully”.
The story document gets shared with the selected user or users.
The story document gets shared with the selected user group or user groups.
Select the Share with Group tab.
Search for the specific (user) Group(s) via the Search bar.
Select a user group or multiple user groups using the tick marks in the given box(es).
Click the Save option.
A success message appears, “Document privilege has been updated successfully."
The story document gets shared with the selected user group or user groups.
Please Note: If a story document is shared using this option, then the selected users or user groups receive a view-only copy. The shared story document gets added to the Shared Documents space.
Exclude Users
The selected user gets excluded from the privilege to access the story document.
Select the Exclude Users tab
Search for the specific user via the Search bar.
Select a user or users by using checkmark(s) in the given box.
Click the Save option.
A success message appears, “Document privilege has been updated successfully.”
The selected user or users get excluded from the rights to access the concerned story document.
Copy to
A copy of the story document gets created and shared with the selected users.
Select the Copy to tab.
Search the specific user(s) via the Search bar
Select the user(s) by using the tick marks in the given box.
Click the Save option.
A message appears stating, “Document copying process started. Please check the notification for confirmation.”
The user can open the Notification window to see the updates on the current task of copying the story document. E.g., the following image displays that the Story document got successfully copied to the selected users.
A copy of the story document gets shared with the selected user or users.
Please Note: If a story document is shared using the Copy to option, then the selected users have the right to modify the received story. The copied story document can be accessed from the Shared Documents space.
Please Note: Stories created or shared under the Public Documents space gets the Report Burst tab as a part of its Properties tabs.
The Report Burst operation allows the user to share the open document link of a Business Story to another user(s).
Navigate to the Public Documents documents space.
Select a Story document and open the context menu with the available operations.
Click the Properties option.
A new window opens with multiple tabs.
Select the Report Burst tab.
Add an external or internal user(s).
Provide Subject.
Provide Description.
Schedule the selected story document by configuring the time range.
Click the Save option.
A confirmation message appears.
The Scheduler status becomes active.
Click the Stop Schedule button to stop the scheduler.
A confirmation message appears to inform the same.
The open doc link of the selected story gets shared to the selected user at the scheduled time through the mail.
Please Note: The Report Burst option is provided for a created Story document as an option in the context menu.
Select the Modify Document option from the Story Operations menu.
The Modify Story window opens.
Modify the following information:
Title: Enter a title for the Business Story.
Description: Describe the story (Optional)
Click the Save option.
A confirmation message appears and the chosen information for the story gets modified.
The user can add a business story document to or remove it from the Favorites.
Select the Add to Favorites option from the Operations menu.
A new message pops up, “Document added to Favorites.”
Open the Favorites document using the document drop-down menu.
The selected Data Sheet document gets added to the Favorites space.
Click the Remove from Favorites option that appears by using a right-click on the story document under the Favorites.
OR
Navigate to the original Story document and use right-click on it to get the Remove from Favorites option.
A confirmation message appears.
The selected story document gets removed from the Favorites.
Select the Move to option from the Story Options menu.
A new screen opens with the available folder options.
Select a folder or subfolder.
Click on the Move option to open a list of available sub-folders.
A new window opens with the selected Folder mentioned on the top.
Click the Save option.
A confirmation message appears.
The concerned story gets moved to the selected folder or subfolder.
Select the Rename option from the Operations menu.
The Rename dialog box opens.
Enter the New Name in the story document.
Click the Save option.
A confirmation message appears.
The story document gets renamed successfully.
The user can copy a business story document and paste it into the selected place on the BDB Platform.
Select the Copy option from the Story options menu.
Select another folder and use right-click to get the Paste option.
Or
Navigate to My Documents or Public Documents and right-click anywhere.
A context menu appears with the Paste option.
Select the Paste option.
The two ways to access the Paste option for a copied Story document.
The Paste window appears.
The Name field displays the prefix ‘Copy of-’ before the original name of the story document (E.g., Story gets a new name Copy of Story).
Click the Save option.
The copied story document gets pasted successfully with a different name in the given space.
E.g., The following image shows that Story is named Copy of Story and has been pasted to the My Documents space.
Select the Delete option from the Operations menu.
A new window opens, assuring the deletion.
Click the Delete option.
A success message appears.
The selected story document gets removed.
Select the Report Burst option from the Story options menu.
The Report Burst window opens.
Add the users or user groups.
Provide a subject.
Provide description (optional).
Schedule the report.
Click the Save option.
A confirmation message appears.
The open document link and PDF report get shared with the selected user(s)/ user group(s) on the user's mail id.
The scheduler turns on. You can switch it off by clicking the Stop Schedule icon.
The scheduler gets stopped and the same gets communicated through a confirmation message.
Please Note:
The documents which are created in the Public Documents space get the Delete and Move To operations, the shared documents in this space do not get these two operations.
The user can also access the Story module on the left panel provided on the Homepage and from the Apps menu.
The Story document also contains a Comments option to insert the story related Comments. The functionality works in the same way as described for the Dashboards. You can refer the Insert Comments section provided under the Options for a Published Dashboard for the details.
