Dashboard widgets not migrating via update set to UAT

Pragya2901
Tera Contributor

4 hours ago

I created a dashboard and added widgets (single score and vertical bar) directly using “Add New Element” within the dashboard.

While capturing changes in update sets:

  • I updated the dashboard name, which captured:
    • Dashboard (target)
    • Metadata
    • Canvas record
  • I also made minor changes (like checkbox/description updates) on individual widgets, and those got captured as well.

However, after moving the update set to UAT:

  • Only the dashboard name is visible
  • No widgets/elements appear on the dashboard

Did I miss capturing any specific records or dependencies related to dashboard elements/widgets? What could be the reason for this issue?

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PoonkodiS
Giga Sage

3 hours ago

Hi @Pragya2901 

The Cause (Per KB0761169)

The sys_portal_page records and sys_grid_canvas records must remain synchronized to support legacy and responsive engines. If a tab's reference to its portal page is broken:

  1. Admins can still add widgets to the tab on the source instance.

  2. The platform's out-of-the-box Unload Dashboard script skips the disconnected or orphaned portal layout records because the relational chain is broken.

  3. The update set commits to UAT with empty layout definitions.

 Workaround

To resolve this issue, you must manually capture the missing layout components directly from the tables where they reside.

Step 1: Identify and Unload the Portal Page

  1. On your Source (DEV) instance, look up the broken dashboard tab.

  2. Copy the sys_id of the associated or missing layout page (you can find this by inspecting the Tab record or pulling the sys_id from the update set preview error if one generated).

  3. Navigate to Homepage Admin > Pages (sys_portal_page.list).

  4. Filter the list to find the record matching that sys_id.

  5. Right-click the header/context menu and select Unload Portal Page. This forces the layout structure into your active update set.

Step 2: Manually Re-Link the Tab (If Broken)

If the Page field on the Dashboard Tab form is completely blank:

  1. Open the Dashboard Tab record in DEV.

  2. Re-link the missing or correct portal page into the Page field.

  3. Note: If you add widgets to a tab while it is broken, you may need to recreate that specific tab or manually drag the single score and vertical bar widgets back onto the re-linked page context to force a clean database entry.

Once the sys_portal_page is manually unloaded and the canvas pointer is restored, re-export your update set to UAT.

 

Reference : https://hiscope1.service-now.com/kb?id=kb_article_view&sysparm_article=KB0761169#:~:text=In%20the%20....

 

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