How to copy Dashboard and change only one filter criteria (lookup) in most efficient way?
We need to create 10 similar Dashboards, for each Region. Visualization and all filter criteria are the same except 1 lookup (for Region) should be different
What are the most effective way to replace this lookup ID for each dashboard, but do not change it manually, as there are more than 50 visuals on each page. and we need to repeat this for 10 regions.
Thanks for ideas
Thanks,
Leo
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Hello,
Unfortunately, such changes are not feasible in the context of Classic UI dashboards, as the configuration of these charts (dashboard object, filters, sorting, etc.) is stored in the database as JSON configurations.
A whole tab corresponds to a single record in the SysDashboard table, and all settings are stored in the Items column.
In this format, the field value used for filtering is not just an Id, but an entire config with various parameters.
Therefore, a much faster solution would be copying the dashboard tab and modifying it manually:
On the other hand, in Freedom UI, dashboards are not stored in the database but directly in the schema of the page. As a result, you can modify the parameters directly in the schema.
However, this approach also requires time and is unlikely to yield a faster result than simply copying and manually adjusting the lookup field value.
Also, in Freedom UI, you can dynamically filter charts using the Quick Filter. This way, you only need to configure the charts once, and by using the quick filter, you can check all regions of interest dynamically.
Thank you for reaching out!
Leonid,
The Dashboard section is a unique section implemented in Classic UI, and unfortunately, it is not possible to configure such a dynamic filter in this section.
However, you can manually set up same dashboards in Freedom UI. For example, you can create a new home page and implement the solution with quick filters there.