Portal pages related to dashboard tabs are not automatically transferred in update
sets. You can add portal pages to update sets from a dashboard record using the
Unload Dashboard function, which unloads the entire dashboard
with all related tabs, including portal pages.
The dashboard and its tabs are moved to the target
In the source instance, navigate to the location of the dashboard you want to
unload, for example,
Select the dashboard you want to unload to an update set.
Click the context menu icon () and select Dashboard Properties to open the
Click the context menu icon () and select Unload Dashboard.
Only perform this step once the dashboard is ready to unload, meaning that all
content is added to the tabs.
When you are ready to move the update set, mark the update set as
On the target instance, move the update using standard update set
functionality. For more information, see Retrieve an 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.