Editing Templated Dashboard Copies in 2.13

In the past, the only way to have similar, but not identical, dashboards across multiple organizations was to make each dashboard an independent copy. Editing these dashboards was a very time consuming and repetitive process with potential for errors. Dashboard templates were useful for many situations, but only when the copies were identical.

In the latest version of the software, you can now edit templated dashboards to add new objects.

The software still prevents you from editing the objects that come from the template. The one exception is that you can override the drilldown target.

When you’re editing a templated dashboard copy and you click the Swap button, it still shows you where all of the dashboard objects come from. The software will not allow you to swap the objects’ sources, however.