Move a dashboard tab with an update set

Dashboard tabs are not automatically transferred in update sets. To transfer dashboard tabs, manually add the tab content to the update set and associate that content with a new tab on the target instance.

Before you begin

Role required: admin

Note: If the sys_id of the tab you are moving exists on the target instance, you will see empty tabs after you move the dashboard. The dashboard shows empty tabs, for example, when there is a previous commit of an update set. Delete the corresponding Grid Canvas and Portal Page records in the target instance before you retrieve the update set.

Procedure

  1. In the source instance, navigate to Performance Analytics > Dashboards.
  2. Select the tab you want to copy.
  3. Click the Copy URL icon (Copy URL icon) and paste the tab's URL in a text file.
  4. Copy the sys_id of the tab parameter.
    For example, if the URL of the tab is my_instance.sn.com/$pa_dashboard.do?embedded=true&dashboard=ABC&tab=123, then the sys_id of the tab parameter is 123.
  5. In the navigation filter enter pa_tabs.list.
  6. Filter the list to show only the tab with the sys_id you copied.Filter the tab list on a sys_id
  7. Click on the Page value for the tab.Page value for a tab
  8. On the Portal page, click the context menu icon and select Copy sys_id. Paste this value into a text editor.Copy sys_id
    This value is the sys_id for the portal page. It is different than the sys_id for the tab that you have already used.
  9. Navigate to Homepage Admin > Pages.
  10. Filter the list to show only the portal page with the sys_id you copied.
  11. Find the portal page record with the View value you previously recorded.
  12. Right-click the record and select Unload Portal Page.Unload portal page

    The page is added to the current update set.

  13. (Optional) To move a responsive dashboard, you must also unload its Grid Canvas, which contains the relationships between the responsive canvas and other dashboard objects. If you skip this step, the dashboard imports with empty tabs.
    1. Navigate to sys_grid_canvas.list and find the page with the PortalPage.Sys_ID value that you previously recorded.
    2. Right-click the record and select Unload Canvas Page.

      The page is added to the current update set.

  14. Move the update set to another instance using standard update set functionality. For more information, see Retrieve an update set .
  15. In the target instance, navigate to Performance Analytics > Dashboards .
  16. Select the dashboard that you want to add the tab to.
  17. Add the tab.
    1. Click Edit.
    2. Click the plus icon next to the existing tabs to create a new tab.Add a new tab to a dashboard
    3. Name the tab and click Create tab.
  18. Navigate to Performance Analytics > Dashboard Administration.
  19. In the Dashboard Tabs related list, click the name of the new tab.
    Note: You may need to configure the form to add the Dashboard Tabs > Dashboard related list. For more information, see Add a related list .
  20. In the Tab record, change the value of Page to the name of the portal page that you moved in the update set.
  21. Change the value of Canvas page to the name of the canvas page that you moved in the update set.
    1. To show the Canvas page field if it is not visible, click the context menu and select Configure > Form Layout
    2. Move Canvas page [+] to the Selected column and click Save.
  22. Click Update.