When you move a dashboard using an update set, the portal pages associated with its
tabs are not tracked automatically. Before you move the dashboard to the target instance,
manually add all portal pages related to tabs to the update set. After you move the
dashboard, check that each tab has an associated page that contains its widgets.
Moving dashboards from one instance to another requires
associating the sys_id values of dashboard tabs with the sys_id values of the associated
portal pages. This task explains how to find these values and map them to each
The dashboard and its tabs are moved to the target
In the source instance, navigate to
Select the dashboard with the tab you want to copy.
Select the tab you want to copy.
Click the context menu icon () and select Copy Dashboard URL.
Paste this URL into a text editor.
Copy the sys_id value following the sysparm_tab parameter
to a text editor. You match this sys_id with the sys_id of the associated portal
page in the last steps of this task.
For example, if the URL of the tab includes
then the sys_id of the sysparm_tab parameter is
In the filter navigator, type pa_tabs.list.
Filter the list to show only the tab with the sys_id you copied.
Click the name of the tab to open its form.
Click the information button () of the Page value for that tab.
On the Portal Page, click the context menu icon and
select Copy sys_id. Paste this value into the text
This value is the sys_id for the portal page. It is different than the sys_id
for the associated tab that you have already used. These values are used
together to map the tab to the portal page.
Filter the list to show only the portal page with the sys_id you copied.
Right-click the record and select Unload Portal
The portal page for the current tab is added to the current update set.
Move the update set to another instance using standard update set
functionality. For more information, see Retrieve an update
Repeat steps 1–12 for all the tabs that you want to move with the update
On the target instance, make sure that all the tabs of the dashboard have
associated portal pages. See Validate that tabs are moved to a target dashboard.
If the portal page is missing in the Tab form, click the search icon (
) next to the Page
field to search for the
associated portal page.
Note: If you cannot find the associated portal page in
the target instance, follow steps 9–13 again to move the dashboard again
through the update.