Hi community,
is it possible to move a dashboard to another section?
eg. a dashboard is created in the account section, but should be moved or copied to the dashboard section
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18:11 Mar 16, 2022
Hello Jasmin,
You'll need Data elements to your package for either SysDashboard or SysWidgetDashboard:
- SysDashboard - Stores the dashboards in the Dashboards section or in the Analytics part of a Section
- SysWidgetDashboard - Stores the dashboards on pages - for example if you've added dashboard widgets on a page
If your dashboard is just a normal dashboard, bind data to your package from SysDashboard where the Title is the title of your dashboard. If these are dashboard widgets added to a page, look for the modules part of the page code and make note of the recordId values for the dashboard widgets there. Bind the records from SysWidgetDashboard with those Id values to your package.
Note, this doesn't apply to the newer Homepage dashboard views.
Ryan
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