Dear All.
Is it possible to duplicate a dashboard from one workspace into another? Is it possible to create a template of a dashboard and use it elsewhere in an organisation?
Thanks in advance.
1 Like
Hi @RichardHedger,
Good news, both things are very easy to do!
You can duplicate any app, including dashboards, and then simply drag and drop it in the sidebar into another workspace. For database apps, all the relations will stay intact, so you don’t need to duplicate them as you are used to in Podio. You can also move existing apps directly.
If you want to create a dashboard as a template and transfer it to another organisation, you can do this with the workspace share link. In the workspace settings, you can generate a share link to share it on the web. Then you can click Duplicate.
You need to enable the duplicate option first. After that, you can duplicate it into any organisation. If you don’t duplicate the source database of the reports, you have to link new data sources again later, or you can also duplicate the data source together.
You can also use the multi-workspace share feature to duplicate multiple workspaces and copy a whole organisation if you like.
Hope this helps! Let me know if you have any questions.
Best,
Leo
2 Likes