In a Dashboard, how can I copy an existing tab to another dashboard? so that an specific tab is seen in both dashboards

josenava
Tera Expert

I was asked to add a tab from another dashboard to a new dashboard, the idea is that, that specific tab is seen in both dashboards.

Thank you!

1 ACCEPTED SOLUTION

sachin_namjoshi
Kilo Patron
Kilo Patron

Add a new entry in the pa_m2m_dashboard_tabs table.  Since tabs can often have the same name in different dashboards, I like to go to dashboard properties and open the record for the tab I want to copy.  Then I change the dashboard and do an insert and stay.  The tab should now be on both dashboards.  Be careful as it is the same tab.  If you rename it one, you are renaming it on both.

 

Regards,

Sachin

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6 REPLIES 6

sachin_namjoshi
Kilo Patron
Kilo Patron

Add a new entry in the pa_m2m_dashboard_tabs table.  Since tabs can often have the same name in different dashboards, I like to go to dashboard properties and open the record for the tab I want to copy.  Then I change the dashboard and do an insert and stay.  The tab should now be on both dashboards.  Be careful as it is the same tab.  If you rename it one, you are renaming it on both.

 

Regards,

Sachin

May be a dumb question but how do you copy the properties for the tab once you are in the dashboard properties? I see the section that has the tabs listed. I see that I can put a checkmark next to the tab. If I open the tab, there is really nothing much in it. Just a header. What do I copy and how?

May be a dumb question but how do you copy the properties for the tab once you are in the dashboard properties? I see the section that has the tabs listed. I see that I can put a checkmark next to the tab. If I open the tab, there is really nothing much in it. Just a header. What do I copy and how?

Liju John1
Mega Guru
You can create new tab in the dash board and select the existing one in the pa_m2m_dashboard table. tabs_list
1. select one from the pa_dashboards.list
2. Create New Tab => Select the existing Tab from the previous dashboard.