Dashboards release notes

Dashboards product enhancements and updates in the Istanbul release.

Before upgrading to Istanbul

Review Dashboard upgrade information about enabling responsive canvas, adjusting customized dashboard layouts, and migrating permissions after an upgrade.

Activation information

Responsive canvas dashboards are enabled by default on new instances. On upgrading instances, responsive canvas must be enabled by an administrator. If responsive canvas was enabled during Helsinki, it remains enabled after upgrade to Istanbul.

Content packs and in-form analytics must be activated before they can begin collecting data.

New in the Istanbul release

All users can create or view dashboards (responsive canvas enabled)
When responsive canvas is enabled, users with any role can create and share dashboards. Users without a role can view dashboards that are shared with them. Some widgets, such as Performance Analytics widgets and interactive filters, can still only be added to dashboards by users with an appropriate Performance Analytics role.
New dashboard permissions and sharing
(responsive canvas enabled)
When responsive canvas is enabled, dashboards use more flexible and granular dashboard-specific permissions, which separate view and edit rights. Access to pre-Istanbul dashboards does not change, and users remain able to view and edit dashboards exactly as they could before upgrading to Istanbul. Dashboard permissions are managed via the new dashboard Share pane.

Changed in this release

  • When responsive canvas is enabled, new dashboards use responsive canvas and existing dashboards are converted to responsive canvas. In Helsinki, when responsive canvas was enabled, only new dashboards used responsive canvas.
  • On responsive dashboards, users receive an email notification when a dashboard is shared with them.
  • When responsive canvas is enabled, dashboard functionality is located under Self-Service > Dashboards, as well as in the Performance Analytics application.
  • All dashboards have an Owner field. Pre-Istanbul dashboards do not have an owner, but an owner can be assigned to them. Users can manage sharing for dashboards that they own.
  • On responsive dashboards, use the Restrict to roles field to specify roles required to access the dashboard . Users with any of the specified roles can access the dashboard if they have been given access to the dashboard on the dashboard Share pane.
  • On responsive dashboards, the right pane must be open to edit, move, or resize widgets.
  • On responsive dashboards, dashboard quick layouts were moved to the Configuration pane (The configuration pane icon).
  • On responsive dashboards, the look-and-feel of the dashboard header has been updated. Many dashboard actions have been moved to the context menu (The context menu icon).
  • On responsive dashboards, add a tab from the Configuration pane (The configuration pane icon) or context menu (The context menu icon).
  • On responsive dashboards, breakdowns and breakdown element appear under the dashboard header.
  • Only users with access to the Slow Performance Graphs widget can add this widget to dashboards. Previously, users could add it to dashboards even if they could not see its content.
  • Changes to interactive filters:
    • Interactive filter values that you select are persistent, and remain applied when you navigate away then navigate back to a dashboard.
    • Administrators can set default values for interactive filters. However, if a user then selects a different value, that selection becomes persistent and overrides the default for that user.
    • Group interactive filters no longer apply filter conditions automatically on dashboards. After selecting filter conditions in a group filter, click Apply Filter.
    • You can dot-walk to extended fields when configuring interactive filters.
    • When an interactive filter is removed from a dashboard, its filters are also removed. Previously the filters persisted until the dashboard was refreshed.
    • Default values are applied to interactive filters that are added to dashboards and in the Share panel preview. Previously, the defaults were not applied and all choices were selected.
  • Content packs are available for the following applications: Application Portfolio Management, Discovery, Human Resources Service Management Scoped, and Incident Spotlight.

Removed in this release

  • On responsive dashboards, tabs can no longer be linked between dashboards. Tabs that were linked between multiple dashboards in previous releases remain linked after upgrade.
  • On responsive dashboards, you can no longer specify a home tab on a dashboard. The leftmost dashboard tab is always the home tab.
  • Responsive dashboard tabs cannot be published as a homepage. Instead, create a single-tabbed dashboard and share it with other users.