How can I share a dashboard globally

Blair5 · ‎02-13-2018

Recently upgraded to Jakarta and users can create dashboard versions of homepages by default. However, they can create a dashboard version of a global homepage and when they do, the dashboard is only available to them (unless they share with user/group). Can we disallow them from creating a dashboard version of a global homepage? If not, how can an admin share the dashboard globally? So, admins can convert all global homepages to a dashboard and set it to global somehow?

Carl Fransen1 · ‎03-15-2018

Hi @breinhart and @amacdonel,

We recently converted all our homepages to dashboards, but i haven't forced the users to move their profile from opening homepages to dashboard by default as yet, we are staging this and doing IT first.

Essentially you can convert all the pages as a admin and provide the required rights - then individual users can convert their own pages and share as needed.

The OOTB invite emails are rubbish and there is a community article which states these aren't the way ServiceNow normally configured these, Chuck Tomasi led this discussion, unfortunately I can't find the link to the article. However there is a way to stop the notifications, which I used, when i converted all the homepages and then invited the required people. I then produced some documentation which I shared with my customers as we move them to the new Dashboard functionality.

My new Business Rule is called 'Suppress dashboard invitation messages', it's run on the 'sys_email' table and the config of this is:

When: before insert

Order: 10

Filter conditions: Subject contains "dashboard has been shared with you"

Actions

Set field values: Type To "send-ignored"

This new BR stops all the emails from being processed and they end up in the 'skipped' mail module.

I also found i had to provide the HR TEam (who don't have the 'itil' role) with 'pa_viewer' to be able to see the dashboards.

Hope this is helpful.

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Alex Macdonel · ‎03-15-2018

Thanks for the insight and how you dealt with it. I was converting pages to figure out how to migrate not only the homepages but my users; your strategy is solid and we'll probably do the same. Thanks again!

Alex Macdonel · ‎03-15-2018

I was suspecting I was going to have to create a business rule as I couldn't find the notification that is being sent to users.

Thanks!

Krosenthal · ‎07-23-2018

I'm trying to find a way to share dashboards with non-ITIL users but the Share button isn't visible. Are there specific roles/permissions I need in order for that button to be visible? Or is there another way to share the dashboards without having to give more users a license?

upendhar reddy · ‎03-08-2019

Hello bro,

I am having same issue can you please let me know how you have fixed this issue?

thanks and regards,

upendhar.

pagdenl · ‎07-13-2020

Curious I would like to know how you were able to share your dashboard to non-itil users. I am trying to do the same thing. Ess user have no roles. How would you do this.