Move a dashboard with an update set

Dashboard tabs are not automatically transferred in update sets. You must 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

Procedure

  1. In the source instance, navigate to Performance Analytics > Dashboards.
  2. Select the tab you want to copy.
  3. Click the context menu icon (menu icon) and select Copy Dashboard URL.
  4. Paste the URL into a text editor.
  5. Copy the sys_id value following the sysparm_tab parameter.
    For example, if the URL of the tab is https://my_instance.sn.com/$pa_dashboard.do?sysparm_dashboard=abc123&sysparm_tab=def456&sysparm_cancelable=true&sysparm_editable=false&sysparm_active_panel=false&sysparm_ignore_default_filter=false, then the sys_id of the sysparm_tab parameter is def456.
  6. In the navigation filter enter pa_tabs.list.
  7. Filter the list to show only the tab with the sys_id you copied.Filter the tab list on a sys_id
  8. Click on the Page value for that tab.
  9. 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.
  10. Navigate to Homepage Admin > Pages.
  11. Filter the list to show only the portal page with the sys_id you copied.
  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 you want to add the tab to.
  17. Add a new tab to the dashboard.
    1. Click the context menu icon and select Create tab.
    2. Double-click the default name of the new tab and give it a name.
  18. Click the context menu icon and select Dashboard properties.
  19. In the Dashboard Tabs related list, select the new tab.
    Note: You may need to configure the form to add the Dashboard Tabs->Dashboard related list.
  20. Open the Tab record.
  21. Change the value of Page to the name of the portal page that you moved in the update set.
  22. 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.
  23. Click Update.