Copy a shell dashboard

You can create new shell dashboards by copying and modifying existing dashboards. Copying a shell dashboard does not copy the permissions associated with the dashboard, but will copy all other dashboard information.

To copy a shell dashboard

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Company Sponsored Shells > [shell name] > [project shell name] > Setup > Dashboards in the left Navigator. The Dashboards log window opens.
  3. Select a shell dashboard.
  4. Click Copy.
  5. Enter the name of the new dashboard and an optional description.
  6. Click OK. The dashboard is listed in the log.
  7. Select the dashboard in the log and click Open. The shell dashboard opens.
  8. Choose Edit > Dashboard. The Edit Dashboard window opens.
  9. Modify the new dashboard as needed and OK.


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Last Published Monday, April 11, 2022