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Duplicate Dashboard

  • October 19, 2020
  • 7 replies
  • 868 views

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  • Jr Varsity II
  • 103 replies

Hi Sir

 

How do i duplicate a dasboard to another?

Best answer by Gabriel Michaud

@erin from the Dashboards page, you can use the Copy/Paste feature of the main navigation toolbar. After you copy the dashboard you want, click the Add button, enter the name you want for the copy and select the Paste option. All the widgets and configuration will be copied.

 

 

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7 replies

Gabriel Michaud
Captain II
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@erin from the Dashboards page, you can use the Copy/Paste feature of the main navigation toolbar. After you copy the dashboard you want, click the Add button, enter the name you want for the copy and select the Paste option. All the widgets and configuration will be copied.

 

 


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  • Acumatica Support Team
  • 866 replies
  • October 20, 2020

Hi, 

Did not notice previous response while I was typing this response!

  • Hope you were referring to creating a copy of the Dashboard on same tenant, use the steps mentioned on above response
  • you can use ‘Export to xml’ and ‘Import from xml’ to copy the dashboard to another tenant, this copies only the widget settings
  • you need to use export to xml and import from xml options on all GIs used on dashboard as well (separately)
  • Alternate option to move Dashboard to another tenant is using a customization project. 

Hope this helps,


Regards,

 


can we move the dashboard from demo db to fresh new instance?

we need these steps to apply in new instance 


TravisThompson
Freshman I
sergiusketaren23 wrote:

can we move the dashboard from demo db to fresh new instance?

we need these steps to apply in new instance 

 

Hi serguisketare23,

 

If you look at Gabriel’s screenshot, there is also and export option.  You can select that option, export to your machine, then login to the new instance and ‘import’.

Hope that helps,

Travis

 


SendGroupSMS
Freshman I

Is there any limit to copy and paste the dashboard to another?


TradeLabelSoftware
Freshman I

The dashboard has to be set up to allow personalization and design mode has to be opened for the dashboard then click the clipboard icon to copy the widget.


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  • Jr Varsity I
  • 57 replies
  • February 2, 2023

This attachment references someone else reply on how to create a customization project to move dashboards. I used and it works great. 

you will need to validate the project, then it shows up on the customization project and the action option (three dots) allows to publish across multiple tenants.


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