To take advantage of responsive dashboard functionality, you can migrate your
existing homepage to a dashboard.
When you create a dashboard version of a homepage, the content is added to the new
dashboard, but permissions associated with the homepage are not retained. To apply
permissions to the dashboard, specify the permissions again. Users with whom you share a
dashboard may or may not be able to edit the dashboard or share it with others. The
ability to edit or share a dashboard is based on the user's role and the permissions
granted to them.
Users with any role can copy their own homepage to a dashboard. Users with the admin
role can create dashboard versions of any homepage.
Advantages of dashboards
- Responsive design – The widgets on a dashboard are optimized for the screen
you are using: desktop, tablet, or mobile phone.
- Drag-and-drop widgets – You can add dashboard widgets precisely where you
want them and rearrange the dashboard with easy to use tools.
- Shareability – You can share dashboards easily with users, roles, and
Only pages that are accessible through home.do can be
converted. Manually coded UI pages that utilize the homepage layout system, but
are not accessible through home.do cannot be
Homepages with layouts that include scripts or style sheets might not work or
might not look as expected after conversion. This discrepancy is because jelly
code is not evaluated during conversion.
When you convert a homepage to a dashboard, the dashboard is independent of the
homepage. Changes you make to the dashboard do not migrate to the source
homepage. In addition, changes that you make to the homepage after conversion do
not migrate to the dashboard.
When successful, the dashboard version opens as a new dashboard or as a tab on the
Enable responsive dashboards. For more information, see Enable responsive dashboards.
From the list, select the homepage you want to copy.
Click the Homepage settings icon and choose Create Dashboard Version.
Select Create new dashboard or Add to
existing dashboard and click
The Add to existing dashboard list contains only the
dashboards you own.
Note: The layout of the dashboard version is similar to the homepage
layout but may not be precisely the same.
Note: Homepages with dashboard
versions show a button with the text Open Dashboard Version.
This button takes the user to the most recently created dashboard version of the
You can share the dashboard version of your homepage with other users. See Share a responsive dashboard.