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Is there a way to move dashboards from 1 tenant to another more easily

  • 22 August 2020
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Hello,

      My site has multiple tenants. I’ve designed a dashboard based on lots of inquiries. Now, I would like to “copy” this dashboard to another tenant.
      The way I can think out of is firstly export all inquiries to xml, and import these xml to new tenant to generate related inquiries, and then redesign the dashboard on new tenant.

     It is a way to do, but it takes lots of efforts.

     Can anybody tell me is there a better way to do it?

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Best answer by ray20 23 August 2020, 04:05

Hello,

     To someone who also be interested in this question. I do find a way to make things easier. Which is written in Acumatica’s help doc,  we DO can leverage the ability of customization projects.

    Just create a new customization project, and add the dashboard into it. It would automatically add all inquires behind the dashboard along with it.

    Now, you can publish this project directly on this tenant, and another tenant would share it.
   Or, you can also export this project out, and move to another instance which is not on same server.

 

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5 replies

Userlevel 2
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Hello,

     To someone who also be interested in this question. I do find a way to make things easier. Which is written in Acumatica’s help doc,  we DO can leverage the ability of customization projects.

    Just create a new customization project, and add the dashboard into it. It would automatically add all inquires behind the dashboard along with it.

    Now, you can publish this project directly on this tenant, and another tenant would share it.
   Or, you can also export this project out, and move to another instance which is not on same server.

 

Hello,
I think the following doc articles may help:

  1. To create a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=cf613c17-34b8-4477-9bff-e892d5bfca4
  2. To add a dashboard to a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=d2155b5c-e6b9-420e-b8ed-86f644a97e7f
  3. To publish a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=4c750ed2-7741-47f6-9d54-136f7dc7198a

You can find articles about working with customization projects in the Customization Guide: https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=316b14fa-f406-4788-993c-7b043b1c5bd9

Userlevel 2
Badge

Hello,
I think the following doc articles may help:

  1. To create a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=cf613c17-34b8-4477-9bff-e892d5bfca4
  2. To add a dashboard to a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=d2155b5c-e6b9-420e-b8ed-86f644a97e7f
  3. To publish a customization project - https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=4c750ed2-7741-47f6-9d54-136f7dc7198a

You can find articles about working with customization projects in the Customization Guide: https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=316b14fa-f406-4788-993c-7b043b1c5bd9

 

Thank you, this is the way I used. 

I am trying to add a Dashboard to a customization project. I select ‘Dashboards’ in the left pane, then click the ‘+’. I am able to select the dashboard in the pop up window and hit Save. However, the dashboard record never shows in the list. The GIs are added though.

What could be the issue?

Userlevel 2
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I am trying to add a Dashboard to a customization project. I select ‘Dashboards’ in the left pane, then click the ‘+’. I am able to select the dashboard in the pop up window and hit Save. However, the dashboard record never shows in the list. The GIs are added though.

What could be the issue?

Hello, can you provide the version you are using. And a screenshot to describe your issue would be even better. I did not encounter the issue you mentioned, if it is a rare case, I suggest you submit a case to acumatica support team for further investigation.

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