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
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Shells > [shell name] > [project shell name] > Setup > Dashboards in the left Navigator. The Dashboards log window opens.
- Select a shell dashboard.
- Open the Gear menu and click Copy.
- Enter the name of the new dashboard and an optional description.
- Click Save. The dashboard is listed in the log.
- Select the dashboard in the log, open the Gear menu and click Open. The shell dashboard editor opens.
- Modify the new dashboard as needed and Save.
Last Published Monday, August 28, 2023