Question:
How to copy dashboards in PromoMats?
Answer:
Using the New User Interface? (Expand to see the V21R2 features)
New User Interface (Release 21R2):
To copy a dashboard:
- Choose Make a Copy from the Ellipsis icon.
- Type a Name and (optional) Description.
- Click Continue.
- Update all required fields in the new dashboard and click Save & Run.
Old User Interface:
To copy a dashboard:
- Choose Make a Copy from the Action menu.
- Type a Name and (optional) Description.
- Click Continue.
- Update all required fields in the new dashboard and click Save & Run.
Related Documentation:
Vault Help Documentation: How to Copy Dashboards
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