Is it possible to copy a page from one dashboard to another? | XM Community
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Is it possible to copy a page from one dashboard to another?

  • November 15, 2017
  • 8 replies
  • 646 views
RondaD
Level 1 ●
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Has anyone figured out how to copy a page from one dashboard to another? Or is this possible? This is a separate issue from duplicating a full dashboard (which I know how to do). Sometimes I spend a fair amount of time on the layout of a page, and it would be nice to be able to copy just that page into another existing dashboard. Thanks!

Best answer by AnneG

I agree. I have always accomplished this by duplicating the whole dashboard then deleting the pages I don't need. Hopefully there is a better way someone else can tell us about.
J
TusharDalwani
E

8 replies

AnneG
Level 3 ●●●
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  • AnneG
  • Level 3 ●●●
  • Answer
  • November 16, 2017
I agree. I have always accomplished this by duplicating the whole dashboard then deleting the pages I don't need. Hopefully there is a better way someone else can tell us about.
RondaD
CarolK
RondaD
Level 1 ●
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  • RondaD
  • Author
  • Level 1 ●
  • November 16, 2017
@AnneF Right! Your way works, unless you want to copy to a dashboard that is already partially configured.
AnneG
Level 3 ●●●
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  • AnneG
  • Level 3 ●●●
  • November 16, 2017
True story!
C
Level 1 ●
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  • CNTG
  • Level 1 ●
  • March 5, 2020
Is there any news on this? It seems pretty basic, but I havn't seen anything yet.
AdamK12
Level 5 ●●●●●
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  • AdamK12
  • Level 5 ●●●●●
  • March 5, 2020
@RondaD @AnneG This would be useful functionality to have, for sure...
Adam Korengold, NLM/SCI (he/him/his)
AnneG
Level 3 ●●●
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  • AnneG
  • Level 3 ●●●
  • March 5, 2020
@RondaD @AdamK12 @CNTG I think someone will need to actually post this in the Product Ideas area (if not there already) so it can be upvoted/downvoted and hopefully get on the roadmap that way. I've already gotten at least one of my ideas put on the roadmap! (I"ll try to check back in with this in a few days and post something if someone doesn't beat me to it.)
J
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  • JDeM
  • April 8, 2020

It would be great if we can save a page layout a "template", so we can use it across dashboards

A
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MeganZich
Level 5 ●●●●●
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  • MeganZich
  • Level 5 ●●●●●
  • April 26, 2023

Does anyone know if there has been movement on this?  I agree I know how to duplicate a dashboard and survey, we are also wanting to take the labor we put in on a page in a dashboard and copy it to a different existing dashboard.

KristiA
tjw3x21
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