Unable to migrate Cosmetic changes on the Dashboard via Update set

[Kiara3]

Hello Experts,

I am facing issues while migrating my Dashboard changes via Update set from Instance-1 to Instance-2.

Steps that I followed :

1) Logged into Instance-1 and created an Update set and made it my current update set

2) Created 4 New Reports.

3) Created a New Dashboard.

4) Added the newly created Reports into the Dashboard by clicking on Add Widgets option on the Dashboard.

5) Re-aligned the Reports on the Dashboard as per my requirement.

6) Changed the State of the update set to Closed Complete.

7) Logged into Instance-2 and opened update sources and clicked on "Retrieve Completed Update Sets".

😎 Opened my Update set and found Error messages on top. Clicked on "Run Preview Again" but it failed and the errors persisted.

9) Below are some of the Error types I can see on the Page :

 > Remote Update : pa_Tab_sysId  ; Description : Could not find record in sys_portal_page for column page referenced in this update.

> Remote Update : sys_grid_canvas_sysid : Description : Could not find a record in sys_portal_page for column legacy_page referenced in this update.

> Remote Update : sys_grid_canvas_sysid : Description : Could not find a record in sys_portal for the column portal_widget referenced in this update.

I tried both Accept and Skip remote updates , but my Dashboard is loaded EMPTY every-time. I have to then manually add the reports on the Dashboard in Instance-2.

Could anyone guide me through this issue. I would want the cosmetic changes on the Dashboard to be migrated along with the update set instead of manually modifying the dashboard in new instances.

Thanks.

[Raj_Esh · Accepted solution]

Hi Kiara,

Dashboards are not captured in update sets, you will have to follow a different approach to capture the changes and to move to other instances.

Follow Move a dashboard with an update set

Hope it helps.

Thanks,

Raj

[Kiara3]

Thanks Raj. I did check that approach right after I posted the question 🙂

I went to the Dashboard Properties and then clicked on "Add to Update Set" and Then i also clicked on "Unload Dashboard".

Finally migrated to Instance-2 and it worked !

[Raj_Esh]

That's great to hear 🙂