If I convert a dashboard to a perspective, is there a way to turn it back to a dashboard later on?
I’m slowly moving all my dashboards to perspectives, as it’s a nicer experience for users to have a unified place for monitoring objects.
I’m not entirely sure if I’m going to hit a point where I go “oops, I should have left it as a dashboard”. Unlikely, but thought I’d pose the question.
Is it as easy as moving the jspon from the Perspectives folder to the dashboards folder? Or something more complex?
The json for a dashboard vs perspective is subtly different so moving the files will not achieve your requirements.
What you can do, however, is publish perspectives to the navigation bar, which is like making them into a dashboard.
Click the settings cog on your perspective:
Then look at the publish settings:
If the perspectives target is “this object only” you will also be given the option to hide the ribbon:
I guess this is something for the Squaredup support team to answer. They now everything 😀
I looked at the Json file and the only lines that is changed from a dashboard is the following at the bottom:
and the line:
But one other option is to clone the dashboard before you convert it to a perspective. Then you will have to old view as well. I have used that option in some cases when I want to keep users from modifying my “template”.