Thank you for your feedback.
Form temporarily unavailable. Please try again or contact docfeedback@servicenow.com to submit your comments.
Versions
  • Madrid
  • London
  • Kingston
  • Jakarta
  • Istanbul
  • Helsinki
  • Geneva
  • Store
Close

Manage responsive dashboards

Log in to subscribe to topics and get notified when content changes.

Manage responsive dashboards

Depending upon their role, users can delete or duplicate responsive dashboards, and remove a user from a dashboard. All users can mark a dashboard as a favorite.

Delete a responsive dashboard

Delete dashboards that are no longer used. Deleted dashboards cannot be restored.

Before you begin

Role required: dashboard_admin or admin, or be the owner of the dashboard.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. Select the dashboard you want to delete.
  3. Click the context menu (The context menu icon) and choose Delete Dashboard.

Result

When you delete a dashboard, the tabs on the dashboard are deleted if they are not used in any other dashboard.

Delete a dashboard tab

When dashboard tabs are no longer useful, it is possible to delete them.

Before you begin

To delete a dashboard tab, you must have edit rights on the dashboard.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. Select the dashboard containing the tab you want to delete.
  3. To delete a dashboard tab, point to the tab and click the trash icon.

Result

When you delete a dashboard tab, it is removed from the dashboard. If it is not used in any other dashboard, it is deleted entirely.

Copy a responsive dashboard

When you duplicate a dashboard, its widget layout is preserved. However, sharing permissions are not preserved. Changes you make to the duplicated dashboard do not affect the original dashboard.

Before you begin

Any user who can share a dashboard can copy it.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. Select the dashboard that you want to duplicate.
  3. Click the context menu (Context menu icon) and select Duplicate Dashboard.
    A copy of the dashboard is created with you as the owner. The name of the copy is Copy of [Original Dashboard Name].
  4. (Optional) To rename the dashboard, click the context menu (Context menu icon), select Dashboard Properties, and edit the Name field.

Result

A copy of the dashboard is created with you as the owner.

What to do next

Modify the dashboard and then share it with other users.

Remove a user from a dashboard

When you no longer want to share a dashboard with a specific user, group, or role, you can remove their access to the dashboard.

Before you begin

Role required: Any dashboard owner can remove users or groups from dashboards they own.

Users with the dashboard_admin or admin role can remove users, groups, or roles from any dashboard.

Users with the pa_admin or pa_power_user role can remove users, groups, or roles from any dashboard that they can edit. These dashboards include dashboards that a user owns, and dashboards to which they have been granted edit rights.

For more information, see Dashboard permissions.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. Select the dashboard you want to modify.
  3. Click the sharing icon (Sharing icon).
  4. In the Share panel, select the user, group, or role that you want to remove.
  5. On the information panel of the user, group, or role, click Remove From Dashboard.

Result

The removed users no longer have the right to view the shared dashboard.

Mark a responsive dashboard as a favorite

You can mark a dashboard as a favorite to access it easily from the navigation pane.

Before you begin

Anyone who can access a dashboard can make it a favorite.

Procedure

  1. Navigate to Self-Service > Dashboards or Performance Analytics > Dashboards.
  2. From the dashboard picker, select the dashboard that you want to mark as a favorite.
  3. Click the context menu (Context menu icon) and select Create Favorite.

Result

Favorite dashboards appear in the favorites tab of the Application Navigator.
Feedback