Trying to move a PA Dashboard from dev to test via update set. How does the "pa dashboard" itself get added to the update set?

[Mike Stockman1]

I've followed instructions from wiki:

Moving Dashboards with Update Sets

Dashboards are not automatically transferred in Update Sets. You must manually add the dashboard to the update set.

Navigate to Performance Analytics > Dashboard.

Inspect the HTML element for one of the dashboard tabs.

Find the element containing sysparm_view=pa_

Record the value following sysparm_view=, such as pa_incident_overview. This is the View of the dashboard portal page record.

Navigate to Homepage Admin > Pages.

Find the portal page record with the View value you previously recorded.

Right-click the record and select Unload Portal Page.

The page is added to the current update set.

But when I import the XML from the completed update set, it only creates the pages that I unloaded.

Where does it create the actual dashboard that these pages become tabs on?

Did I miss a step?

Thank you,

Mike

[skylarbarth]

I tried this as it got alot of good response.

I am still getting errors in test environment for

Error

sys_grid_canvas_pane_ef2774e6db7a4b009cc...

Could not find a record in sys_portal for column portal_widget referenced in this update

So, I tried looking in sys_grid_canvas_pane.list to 'unload' but there is no option, and opening up a record and 'updating' it doesnt add it to update set ...

[mike_bush · Accepted solution]

I know this is a LONG time after your post but - yes - you can move updates from one US to another, just open the record and you will see the US in a ref field at the bottom - OK as long as you are careful and keep "batches" of updates together - I focus on the Created and Updated dates to be sure I have identified all associated changes.

[mike_bush]

Note that "Unload Portal Page" is only offered on the LIST view, not on the FORM - doh!