Dashboard Copy Manager has always been the easiest tool to copy dashboards to one or many users. But it didn't solve the issue where users have their own customized dashboards and an admin wants to push out an additional dashboard without wiping out existing dashboards. This has been the most common feature request from our customers and now we are excited to include Dashboard Append within Dashboard Copy Manager.
Dashboard Copy Manager Adds Append Functionality
Dashboard Append allow admins to create new dashboards and deploy them to the user base without impacting their other dashboards. Any number of dashboards from any user can be selected within a template and deployed to individual or multiple users, roles, or teams.
If the dashboards are modified and need to be pushed out again we will update the originally appended dashboard if the template was already deployed to a user. As always if any dashlets within the dashboard contains filters those will also be copied to each user.
Here is a walkthrough on setting up and deploying a Dashboard Append Tempalate.
Navigate to Dashboard Append
Create Dashboard Append Record
When creating or editing a Dashboard Append Record we dynamically create a list of all available dashboards so you can append multiple dashboards at once. This list is sorted by [Owner Name - Dashboard Name]. We store the dashboard ID so if a user changes the name it doesn't impact the functionality but changing a name does not update the children dashboards.
Select the deploy action
Select type to deploy to
Select list of users, roles, or teams
Best Of All Is The Price
Dashboard Append is offered with the Dashboard Copy Manager subscription at no additional charge. Current customers can login to SugarOutfitters and download the latest version and get the latest features at any time. As an extra incentive for new customers please use the coupon code jackal2019 before June 30th 2019 for 20% off your first year subscription.
Dashboard Copy Manager
Administrators can copy dashboards from any user to any number of users, teams, or roles. Save time logging in as individual users to set up their dashboards.
Allow users to quickly and easily share filters to other users. Admin users can create templates of filters from multiple users to deploy to users, teams, or roles.
Add+ Quick Email Composer
Supporting your customers has never been easier! Build and send emails in a snap without ever leaving the record that you are on. Replying is now as easy as one click.
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