Move a dashboard with an update set

When you move a dashboard using an update set, the portal pages associated with its tabs are not tracked automatically. You must manually add all portal pages related to tabs to the update set before you move it to the target instance. After moving your dashboard, check that each tab has an associated page that contains its widgets.

Before you begin

Role required: admin

Procedure

  1. In the source instance, navigate to Self-Service > Dashboards.
    1. Select the dashboard with the tab you want to copy.
    2. Select the tab you want to copy.
  2. Click the context menu icon (menu icon) and select Copy Dashboard URL.
    Paste this URL into a text editor.
  3. 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.
  4. In the filter navigator, enter pa_tabs.list.
  5. Filter the list to show only the tab with the sys_id you copied.Filter the tab list on a sys_id
  6. Click the name of the tab to open its form.
  7. Click the information button (information icon) of the Page value for that 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. Right-click the record and select Unload Portal Page.Portal page record context menu with the item Unload portal page selected.

    The portal page for the current tab is added to the current update set.

  12. Repeat steps 1-11 for all the tabs that you want to move with the update set.
  13. Move the update set to another instance using standard update set functionality. For more information, see Retrieve an update set .
  14. (Required) Make sure that all the tabs of the dashboard have associated portal pages.
    If the portal page is missing in the Tab form, click the magnifier icon next to the Page field to search for the associated portal page.

Result

The dashboard and its tabs are moved to the target instance.