Copy a Shell Dashboard
You can create 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.
- In the left Navigator, click Company Sponsored Shells > [shell name] > [project shell name] > Setup > Dashboards. The Dashboards log 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 Thursday, December 14, 2023