Saving filter in a dashboards to the library or the dashboard

Claire Ashdown2
Giga Guru

I have placed a filter on a dashboard and then go to save my dashboard. I am advised that I made changes to the filter (I think just because I added it to the dashboard and resized it by one gridline to the right) and am prompted whether I want to "Save changes only for this dashboard" or "Save changes to library". I don't want to have accidentally overwritten anything in the library, I just wanted to add the filter to my dashboard and resize it. However, if I save as "Save changes only for this dashboard", if I make improvements to the filter dot-walk paths later, the version of the filter on this dashboard does not get the improvements. Should I select "Save changes to library" instead, and if so why am I changing the version of the filter in the library just by adding it to a dashboard and resizing?

I've also noticed that saving changes to the library has been super slow / not working at all. I'll click on the confirm button and then nothing happens. Has anyone else run into this?

Also, if you have saved to the library in the past, how can you sync back up to the library again?

1 ACCEPTED SOLUTION

Then your workflow should be to add the filter from the library instead of creating a new one on your dashboard. However, if you later unlink that filter from the library and make local changes, you can never sync changes made in the library back down to your unique local copy. 
The prompt when you haven't changed anything sounds like a familiar bug, please check with Technical Support.

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6 REPLIES 6

Bhuvan
Giga Patron

@Claire Ashdown2 

 

https://www.servicenow.com/docs/bundle/yokohama-now-intelligence/page/use/par-for-workspace/task/edi...

 

If you have analytics_filter_admin role, you can save the filter to library so any dashboards using this filter component will reflect the changes. If you are not sure or do not want to make the changes to library, use 'Save changes only for this dashboard' option.

Thanks,

Bhuvan

I have admin, so access is not the issue. I am trying to understand:

1) Once a filter or visualization has been saved to the dashboard, how can I later link it back up to the library (without overwriting the library)?

2) Why am I prompted whether I want to save changes to the library when I have made no changes except adding the filter/visualization to the dashboard?