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Export Workflows as PDF / Video / SCORM / PowerPoint / Editable Format

  • Updated

When each step of a Workflow is created, the system creates a screenshot of the step and the element it is tied to in the hosting application. These screenshots are preserved in the system and can be exported as a PDF document, rendered as a video file, SCORM content or a PowerPoint presentation. All these files may serve independently for different types of user manual, listing the steps required to complete the Workflow.

 

Export Workflows as PDF, Video, SCORM, or PowerPoint

1.  Login to the Admin Portal.

2.  Select your application from the left panel. 

Salesforce_Select_an_application.png

3.  Click the Manage dropdown and then select Workflows.

click manage and select Workflows.png

4.  From the list of Workflows created for the selected application, click the vertical ellipsis on the Workflow you want to export as SCORM.

ellipsis.png

5.  Select Export as from the list of options.

export as.png

6.  On the Export as pop-up, select the required option:

  • PDF Document: PDFs are typically used to distribute read-only documents that preserve the layout of a page. Facility is brought in for internal reviewers and end users  to export the workflows in desired languages that are in PDF format where user can select the desired language from the drop down under the PDF icon.
  • Video(MP4): A video file of the .mp4 format.
  • SCORM: SCORM stands for "Shareable Content Object Reference Model" and represents a set of technical standards for eLearning software products. The essence of SCORM is an attempt to set standards for producing and launching cross-platform knowledge content that can be used on any LMS platform. In other words, a piece of instructional content created in Apty Assist should be easily exported, uploaded and opened in any other LMS system. To learn more, see Export Workflows as a SCORM.
  • PowerPoint: Electronic presentation consisting of a series of slides, each slide representing a separate step of a Workflow.

7.  Click Export.

Note:

  • Your exported file is downloaded and saved in your local storage and is ready to be shared with your end users.
  • For SCORM files, you can unzip the exported file in your local storage and then upload the package to your LMS platform. The package will then be available as an instructional presentation consisting of slides representing steps of the selected Workflow.

 

Export Workflows to an Editable Format in a Selected Language

For the ease of reviewing translations, a feature has been brought in which allows you to download the translated contents in selected language in an editable format.

1.  Login to the Admin Portal.

2.  Select your application from the left panel. 

Salesforce_Select_an_application.png

3.  Click the Manage dropdown and then select Workflows.

click manage and select Workflows.png

4.  From the list of Workflows created for the selected application, select the Workflow to be exported.

select workflow in admin portal.png

5.  Click the Export Translation button at the bottom of the page.

export translations.png

6.  Make your language selection for the Workflow export and then click Continue.

select language for export translation.gif

Note:

  • The exported Workflow will be downloaded in the chosen language in Excel format, where you may update it if required.
  • To ensure that your updates are reflected in the same language as your exported Workflow, ensure you have auto-translated it before. To learn more, see Auto Translate Apty Content.

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