We've updated the ServiceNow Community Code of Conduct, adding guidelines around AI usage, professionalism, and content violations. Read more

After promoting a dashboard to another instance SN seems to think I am editing it but I am not

Tony V
Kilo Sage

I built a platform analytics dashboard in my customer's DEV instance. I had an update set current to capture changes. Just before promoting I opened the dashboard record and unloaded the dashboard to the update set. I then exported the update set to XML as normal and loaded, previewed, and committed the udpate set to the TEST instance without errors.

 

The dashboard appears to have loaded correctly. However, when I go to the dashboard there is no Edit button. I do see the little circle icon with my initials in it to the left of the refresh icon. When I hover it I get the message "Dashboard is currently being edited by [me]"

 

SN seems to think the dashboard is "checked out" by me and won't let me edit it. I have the admin role. I confirmed in the par_dashboard_permission table that I am listed as the owner.

 

How do I get it to allow me to edit again?

1 ACCEPTED SOLUTION

Ankur Bawiskar
Tera Patron

@Tony V 

check this

Edit Platform Analytics dashboards 

💡 If my response helped, please mark it as correct and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

View solution in original post

2 REPLIES 2

Ankur Bawiskar
Tera Patron

@Tony V 

check this

Edit Platform Analytics dashboards 

💡 If my response helped, please mark it as correct and close the thread 🔒— this helps future readers find the solution faster! 🙏

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Thanks. That link helped but not in the way I expected. I did not have the dashboard_admin role in the TEST instance. I didn't realize that it is not inherited from the admin role. I do not have that role in the DEV instance and I was able to create and edit the dashboard there without issue. So it appears to be inconsistent as to whether or not you need that role to edit a dashboard. 

 

Either way, after granting myself that role and logging out/in I am now able to edit.