Move widget from one dashboard tab to another
Isaac Gutierrez
Merged in a post:
Copy and Paste Widgets Across Tabs in Dashboards
Tommy Martin
When building dashboards, It can be time consuming creating new modules, and setting up filters/visible fields/column widths etc.
Being able to copy a module (particularly a Grid View) and paste it in a different tab would be fantastic.
Notion allows you to duplicate/copy/paste "Linked Databases" the same way I've described this.
Isaac Gutierrez
Merged in a post:
Move Widgets across dashboards
Vasken Bakalian
I came across cases where we needed to split a single dashboard into 2 different dashboards.
For example 1) Financial Dashboard 2) Marketing Dashboard, where initially we had 1 single dashboard for both.
Not being able to move widgets, I had to create the same widgets with filters and all settings .. all over again.
W
We Have A Tender
I support this!
Jon Darbyshire
Great to hear your perspective, Tommy Martin! I have a few more questions for you:
- How frequently do you find yourself needing to copy and paste modules across different tabs?
- Are there specific types of modules, other than Grid View, that you would like to copy and paste?
- Would you prefer the copied module to retain all settings, or are there specific settings you would like to adjust after pasting?
Tommy Martin
Jon Darbyshire
- With all the new features coming over the years, the way we use dashboards will evolve and change. So I feel dashboards will constantly get updated and copy/pasting new changes quickly would be useful.
- Kanban View when it comes out, but otherwise no. Just Grid View would be great.
- I would expect the copied module to be an exact duplicate or the original. From there I would make changes as needed. The primary benefit to the copy/paste is to save time on the building and the number of clicks required to get a full module built out.
R
Rebecca Kempfer
Jon Darbyshire
I miss this functionality as well and would like to able to use it on all kinds of widgets. At the moment I mostly use
* metrics
* diagrams
* Record Selector
* Record Details
Carla Williams
YES! I'm building dashboards for people with the same widgets, and I'm having to redo them over and over and over again. Currently I have to keep a dashboard open on one screen and build the exact same dashboard for someone else on another screen. I end up having to open up every single widget to see how it is configured and then match it up. Such a tedious process. This is a great feature request!
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Ryan Nichols
Would love to see this actually. Jon Darbyshire
- Would love to be able to move any widget from a dashboard to another or from one tab to another within a dashboard because you can't drag and drop them to different tabs at this moment.
- Echoing that it would be good to just have all the settings stay the same and literally move over to different dashboards and tabs
- This could be something that happens often due to the fact that new dashboard items are added (new views) etc and so there are times when it's necessary for permissions to duplicate or create a new dashboard for permissions and different views.
For example: I have 5 client dashboards and if I add a new widget to one...I don't want to have to create it brand new for the other 4. I'd love to just "duplicate" and then "move" or even "duplicate and save in another dashboard/tab"
Jon Darbyshire
Hiya Colleen Deal, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the drag and drop functionality working?
- Are there any specific widgets you frequently find yourself wanting to move or duplicate?
- Would you find it useful to have a feature that allows you to save and load widget configurations for easy duplication?
C
Colleen Deal
- Clicking "more options" when viewing the widget and having the option of "move to another tab," "duplicate to another tab," etc.
- Grid and chart views with several specified filters, groupings, columns, spotlights, sorts, etc. It's a huge pain to remake the whole thing when you want to add or remove tabs/content in the navigation bar.
- I think it would be easier to just have the ability to move or duplicate widgets like you can duplicate whole dashboards.
Jon Darbyshire
Great to hear your perspective, Vasken Bakalian! I have a few more questions for you:
- Can you provide more details about the types of widgets you are trying to move between dashboards?
- What specific features or settings do you want to retain when moving widgets between dashboards?
- How often do you find yourself needing to split a single dashboard into multiple ones?
Vasken Bakalian
Jon Darbyshire thanks!
- Nothing specific here since every case would be different.
The widgets I use the most are pie/donut charts, column/bar charts, Grid widget and comparison metrics..
- can't we have all settings retained? can't think of any setting that can stay outside. So it would be a complete copy-paste type of move.
- Has happened several times (probably multiple times for every project that relies on dashboards or has multiple dashboards), but now that Dashboards will be more used, this will be much more needed.
Similar to how we don't overthink where we create tables since moving them across solutions is smooth and easy, but that's not the case with widgets in dashboards ..