Migrated dashboard : edit option

[pramn]

Hello team , 

I can see some of filter not migrated properly(compatability mode) ,I would like to make  changes in  that filter as per core UI dashboard , also from there I am not getting option to edit it .

That dashboard is not available on Platform dashboard , so where i can go and make the changes as per the core  UI dashboard .

or what would be the best approach to achieve this 

Thanks for your help

[Community Alums]

Hi @pramn,

To edit a dashboard, one of the following conditions must be met:

1. You are the creator of the dashboard, or

2. The dashboard has been explicitly shared with you with edit permissions by its owner.

Additionally:

• To have full control over all dashboards including the ability to create, edit, duplicate, share, and delete any dashboard, you'll need the dashboard_admin role. This applies to both Platform Analytics and responsive dashboards.

• If you’re working with technical dashboards (built using UI Builder), the user also requires the ui_builder_admin role.

You can find more details in the official documentation here: Platform Analytics roles

Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it as the accepted solution so others can benefit as well.

[Community Alums]

Hi @pramn,

If my response helped, please mark it as the accepted solution so others can benefit as well.

[MaxMixali]

Let’s break down what’s happening and how you can fix or rebuild those filters safely 👇

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🧭 Context — What’s Happening

• When you open a Platform (classic) dashboard in a Workspace (Next Experience), ServiceNow creates a Compatibility Mode dashboard.

• Compatibility Mode dashboards are read-only renderings of the original Platform dashboards — intended to preserve visuals and widgets until you rebuild them in UI Builder.

• As a result:

  • You can view filters and widgets,

  • But you cannot edit them directly from Workspace (UI Builder) because the dashboard definition is still owned by the classic dashboard engine.

  • Filters may appear broken or partially migrated, especially if they used advanced PA widget filters or scripted filter sets.

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⚙️ 1. Why You Can’t Edit Filters

In Compatibility Mode, dashboards are generated from the table pa_dashboards_compatibility (not pa_dashboards), and the configuration comes from the legacy XML of the original dashboard.

• These dashboards are not editable in UI Builder.

• The filters you see are essentially rendered snapshots of the classic dashboard’s filters, not actual filter widgets.

So, even though you can open the dashboard inside Workspace, you’re effectively seeing an iframe-like legacy view, and the Edit option is intentionally disabled.

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🧩 2. How to Make Changes Properly

You have two possible approaches, depending on what you want to achieve:

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✅

Option A — Migrate to a Native Workspace Dashboard (Recommended)

Rebuild the dashboard natively in the Now Experience Dashboard Framework.

Steps:

1. Navigate to Performance Analytics → Dashboards.

2. Create a New Dashboard.

3. Choose Dashboard Type = Now Experience (UI Builder).

4. Open it in UI Builder.

5. Recreate your widgets and filters manually using the same data sources (PA indicators, Reports, or Data Visualizations).

6. Once done, replace the old Compatibility Mode dashboard reference in your Workspace with the new dashboard component.

Advantages:

• You get full editability (filters, widgets, layouts).

• Modern filters (globalFilters, Data Broker filters) will work natively.

• Supported long-term — Compatibility Mode is legacy.

---

⚙️

Option B — Edit the Original Platform Dashboard

If you only need to fix a filter that was incorrectly migrated:

1. Go to Performance Analytics → Dashboards (Classic).

2. Locate your original dashboard by name.

   • If it doesn’t appear, it may have been auto-converted during an upgrade — check in pa_dashboards table directly.

3. Edit the filters there (on the Classic dashboard editor).

4. Save and re-open the dashboard in the Workspace Compatibility Mode.

5. The changes will propagate automatically.

💡 Tip: If your Compatibility Mode dashboard doesn’t link back to a pa_dashboards record, search by sys_id in the URL of the Compatibility dashboard. That sys_id corresponds to the original dashboard record.

[MaxMixali]

What You Should Do

• You can’t edit filters in Compatibility Mode dashboards — they’re read-only views of legacy dashboards.

• If the original dashboard exists: edit filters there (Classic dashboard editor).

• If not: rebuild the dashboard natively in UI Builder (recommended).

• For long-term maintainability, migrate all key dashboards to Now Experience dashboards, as Compatibility Mode will be deprecated in future releases.