In the new platform analytics, can we copy tab to another dashboard?

Riz6
Tera Contributor
 
1 ACCEPTED SOLUTION

Tai Vu
Kilo Patron
Kilo Patron

Hi @Riz6 

I don't see an OOTB way to achieve it. But you can give my approach below a try to copy a tab from one dashboard to another. (Admin only)

1. Open the dashboard and create a duplicate of the tab you want to move.

TaiVu_0-1739269073656.png

 

2. Give the duplicated tab a name and save it.

TaiVu_1-1739269093006.png

 

3. Open the dashboard record

TaiVu_2-1739269131152.png

 

4. Under the PAR Dashboard Tabs related list, you will see the cloned tab. Open it and update the Dashboard field to point to the target dashboard (need script or SNUtils)

TaiVu_3-1739269180989.png

 

5. Under the PAR Dashboard Page Canvas related list, open the page canvas entry, and update the Dashboard field to match the new target dashboard.

 

TaiVu_4-1739269331409.png

Although this method allows you to move an entire tab with the layout, reports, and PA indicators, the Dashboard field is uneditable. This suggests that, for some reason, OOTB might not intend for it to be modified directly on the base dashboard tab form record. You may want to test carefully after cloning.

 

Cheers,

Tai Vu

View solution in original post

4 REPLIES 4

Dushyant Siroh
Tera Expert

Hi @Riz6 

 

ServiceNow can't provide this type of functionality but we will create copy tab by using  manual creation or using the dashboard copy method.

 

 

Tai Vu
Kilo Patron
Kilo Patron

Hi @Riz6 

I don't see an OOTB way to achieve it. But you can give my approach below a try to copy a tab from one dashboard to another. (Admin only)

1. Open the dashboard and create a duplicate of the tab you want to move.

TaiVu_0-1739269073656.png

 

2. Give the duplicated tab a name and save it.

TaiVu_1-1739269093006.png

 

3. Open the dashboard record

TaiVu_2-1739269131152.png

 

4. Under the PAR Dashboard Tabs related list, you will see the cloned tab. Open it and update the Dashboard field to point to the target dashboard (need script or SNUtils)

TaiVu_3-1739269180989.png

 

5. Under the PAR Dashboard Page Canvas related list, open the page canvas entry, and update the Dashboard field to match the new target dashboard.

 

TaiVu_4-1739269331409.png

Although this method allows you to move an entire tab with the layout, reports, and PA indicators, the Dashboard field is uneditable. This suggests that, for some reason, OOTB might not intend for it to be modified directly on the base dashboard tab form record. You may want to test carefully after cloning.

 

Cheers,

Tai Vu

Riz6
Tera Contributor

Thank you so much for the time, given the risks it poses, I would take to your final statement that - as this is not available OOTB unlike the core legacy UI then we take what it is and wait until they make this available on their next version (maybe). Thank you for taking time to look at my issue and help find a way!

Anurag Tripathi
Mega Patron
Mega Patron

No, Copy tab is not a feature that exists today on Platform Analytics.

 

I'm sure by copy tab you don't just mean the tab but also the contents of the tab, unfortunately it doesn't exist 😞

-Anurag