Move dashboard between tables | Voters

Move dashboard between tables

Jeff Eusebio

Request is to provide an option to move a dashboard to a new location. Dashboards can live anywhere and pull data from any table but there is no way to move a dashboard to a different table once created. The only option is to recreate it manually.

April 4, 2024

Nate Montgomery @ SmartSuite

Merged in a post:

Move Views to other tables and solutions.

David Lee

Views that we've created (ex. Dashboard), it would be nice to be able to move it to another table or solution.

July 10, 2024

Jon Darbyshire

Hiya David Lee, thanks for this post! I have a few more questions for you:

Can you provide more context on how often you need to move views to another table or solution?
Are there specific views that you frequently need to move, or does this apply to all views?
What is the main problem you're trying to solve by moving views to another table or solution?

David Lee

Jon Darbyshire Sure thing.
Can you provide more context on how often you need to move views to another table or solution?
We're in Setup Mode right now, so we're constantly moving things around to see what would be the best experience for our team. Myself or someone on the team may have built this dashboard, but then we may need to move it for consistency with other departments.
This is mainly for user experience. One of the things I love about SS is its flexibility and ease of use. Even if a user makes a mistake or in the future need to reorganize the dashboards they can do it, instead of rebuilding each and every dashboard.
Are there specific views that you frequently need to move, or does this apply to all views?
It would be nice to have other views, but mainly the graphical ones (Dashboard, Charts, etc)
What is the main problem you're trying to solve by moving views to another table or solution?
More fluidity and save a ton of time due to not having to rebuild views.
Thanks!

Jon Darbyshire

Hey Jeff Eusebio, thanks for your feedback! I have a few more questions for you:

Can you provide more details on how often you need to move dashboards between tables?
What is the main reason you want to move dashboards between tables?
Can you describe any specific challenges you've faced due to the inability to move dashboards?

Jeff Eusebio

Jon Darbyshire

I'll have more need as I create more solutions and more dashboards.
Already answered in my suggestion
Already answered in my suggestion