A dashboard can be cloned by selecting the Settings icon from the dashboard page. Scroll to the bottom to find the blue Clone button.
You have two options when cloning:
Clone
When the 'Clone' option is selected, a copy of the dashboard is created with the same name, prefixed by 'Copy of...'. All widgets from the original dashboard are included in the new one.
Note that any changes made to a widget on either dashboard will affect the other, as both dashboards reference the same widgets.
Clone Dashboard and Widgets
When a user selects 'Clone Dashboard and Widgets', a popup modal is displayed to provide more customization options. This approach improves flexibility and saves time by avoiding manual renaming of individual widgets.
Changes made to the cloned widgets will not affect the original widgets, as they are independent of each other.
Step 1: Click on the gear settings icon. Then select the blue up arrow next to "Clone".
Step 2: (Optional) Choose how to rename the cloned widgets.
Prefix Text Box:
This allows users to specify a custom prefix to be added to the names of all cloned widgets.
Example: If the prefix is "2024 ", a widget named "Revenue" will be cloned as "2024 Revenue."
Suffix Text Box:
This allows users to specify a custom suffix to be appended to the names of all cloned widgets.
Example: If the suffix is " Backup", a widget named "Revenue" will be cloned as "Revenue Backup."
Leaving Fields Empty:
If users leave the Prefix and Suffix text boxes empty the duplicate dashboard will retain the default behavior:
- The dashboard name will be prefixed with 'Copy of' (e.g., "Copy of Sales Dashboard").
- Widget names will be cloned with '(Copy)' as the suffix (e.g., "Revenue Chart (Copy)").
Once the user clicks Confirm, the cloned widgets will be renamed based on the inputs.