Duplicate Dashboard
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11-08-2023 01:32 AM
Hi all,
How do I enable people to create a duplicate of a Dashboard not owned by them, without them being able to edit that primary Dashboard?
Background information/context:
We have a need for users to create a copy of a "standard" dashboard where they can then edit the layout and add or remove content in a personalised view. They are used to this functionality from Homepages (where it makes a "my..." version when you edit content). However I do not want them to ever edit the main/standard version, so I cannot give them edit rights. The main/standard version will be used by new employees, and once they feel more comfortable they should be allowed to set-up their own version without having to create a new and add everything by hand. There are quite a lot reports on the main version so I don't want to bother people with that issue.
Right now the only way I can give people to do that is to go to the main Homepage, edit that, and then create a dashboard from that. Which of course is not going to work once Homepages will be removed.
I am aware that the actual reports will not be copied, and that is fine. I just want them to be able to edit the layout and add/remove content to enable the view that helps them the best.
Thank you
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11-08-2023 09:05 AM
Hi @Pankaj Garg
My organization has been facing the exact same challenge when it comes to Dashboards. If you have any success or workaround, can you please post your results here or reply?
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11-09-2023 07:27 AM