1. Core User Manual
  2. Dashboard Overview
  3. Dashboard Overview – Clone

47.6 Dashboard Overview – Clone

To speed up the process of creating new dashboard template, System Administrator can clone an existing dashboard template. All the values available in an existing dashboard template are shown in an editable format, administrator is allowed to make changes in it and save the dashboard template with different name.

Following types of dashboard can be created:

  • Segment Dashboard - Design dashboard for a user segment
  • Module Dashboard - Design dashboard for the available application modules i.e. CASA, Term Deposit, Loans etc.
  • User Type Dashboard - Design dashboard for a user type i.e. Retail & Business, Corporate or Administrator.

To clone a new dashboard template:

  1. Navigate to one of the above paths.
    The Dashboard Overview screen appears.
  2. On the Dashboard Overview screen, click on View Dashboard tab.
    The Dashboard Overview – Dashboard Listing screen appears.
  3. In Action column against the already created dashboard template, click on the options icon, and then click Clone Dashboard link to clone the dashboard template details.
    The Dashboard Overview – Create screen appears with existing dashboard template details.
  4. The Dashboard Overview – Create screen appears with existing dashboard template details.
  5. Update dashboard template with required changes.
  6. Click Save to save the changes.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  7. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click the Desktop/ Tablet/ Mobile icon to review the template in desktop, tablet or mobile mode.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

    OR

  8. The success message appears along with the status of transaction.
    Click OK to complete the transaction.

Parent topic: Dashboard Overview