Page Setup

Story Board Pages

This guide provides step-by-step instructions for creating, editing, and configuring storyboard pages in the StoryBoard AI application. A storyboard page is an atomic unit that holds content using the layout defined by a grid template. The same page can be used in subchapters, chapters, or storyboards.

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1. Accessing Story Board Pages

• Navigation: From the main menu, go to Setup: Story Boards > Setup: Story Board All Pages.
• This opens the summary page, listing all existing storyboard pages.

2. Overview of Summary Page

• The summary page displays a list of storyboard pages with the following columns:
  • Page Name: The title of the storyboard page.
  • Description: A brief description of the page’s purpose.
  • Template Name: The associated layout template.
  • Ref Template: The reference number for the template.
  • Actions: Icons to edit or configure the page.
• Use the Create New button to define a new storyboard page.
• Use the Refresh button to reload and view updates.

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3. Creating a New Story Board Page

1. Start New Layout:

   • Click the Create New button.
   • Fill in the following fields:
     • Page Name: A user-friendly name to help others understand its purpose.
     • Description: A detailed explanation of the page’s purpose and content.
     • Ref Template: Select a layout grid template from the dropdown menu.
     • Template Name: Displays the selected template’s name (non-editable).

2. Background Configuration:

   • Container Background Color: Choose a color for the page background.
   • Container Background Image: Instead of a color, upload an image from cloud storage. Use the Browse button to navigate and select the image.
   • Container BG Image Size: Choose from Auto, Contain, or Cover (recommended).
   • Container BG Image Repeat: Options include Repeat, Round, Space, or Repeat-X (recommended: Round).

3. Additional Options:

   • Show Page Tools: Toggle between TRUE and FALSE to display or hide collaboration tools. Use TRUE for pages with multiple sections and FALSE for simpler pages.

4. Save or Reset:

   • Click Save to finalize the new page.
   • Use Reset to clear the form fields and start over.
   • Click Close to exit without saving.

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4. Editing an Existing Story Board Page

1. Open for Editing:

   • Click the edit icon for the desired page on the summary screen.

2. Editable Fields:

   • Modify the Page Name, Description, or Background Settings.
   • Template Name is displayed for reference and cannot be edited directly.

3. Save or Reset:

   • After making updates, click Save.
   • Use Refresh to restore the last saved version.
   • Click Reset to clear any unsaved changes.
   • Use Close to exit without saving.

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5. Configuring Page Content

1. Access Configuration:

   • Click the cogwheel icon in any section of the page.
   • This opens the Configuration Window, which shows four tabs:
     • Component: Configure the type and details of the content.
     • Block: Set up structural elements within the section.
     • Container: Adjust container-level settings.
     • Context Wrapper: Manage context-level options.

2. Preview Options:

   • Template Preview: Shows the layout and structure without content.
   • Binding Tab: Displays sections for content addition.
   • Final Preview: Provides a visual representation of the completed page.

3. Adding Content:

   • In the Binding Tab, select any section and click the cogwheel icon to configure content.
   • Populate fields such as:
     • Component Type (e.g., visualization, table).
     • Discussion ID and Insight ID to link specific insights.
     • Visualization Type and Preset Title for detailed customization.
   • Click Save to apply changes.
   • More details on the configuration of the section, with options for all the component types are available in Add Content action of the user guide.

4. Managing Sections:

   • Resize, move, or lock sections as needed to align content effectively.

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6. Tips and Best Practices

• Reuse Templates: Plan templates carefully to ensure they are reusable for similar pages.
• Collaboration Tools: Enable page tools only when necessary to reduce clutter.
• Background Styling: Use Cover for background images to maintain consistent presentation.
• Final Preview: Regularly check the final preview to ensure the content displays as intended.

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Page Summary

Edit Page

Create New Page

Configure Page

Binding Tab

Template Preview Tab

Final Preview Tab