Convert homepages to dashboard tabs

  • Freigeben Version: Australia
  • Aktualisiert 3. August 2023
  • 1 Minute Lesedauer

    • After you populate the Homepage migration status table, you can convert one or more homepages to tabs on new or existing dashboards.

    Vorbereitungen

    Role required: admin or dashboard_admin.

    Hinweis:
    To convert one or more homepages to dashboard tabs, the homepages must have the same owner.

    Prozedur

    1. Navigate to All > Homepage deprecation help tool > Homepage migration status.
      All unaddressed homepages have the state Open.
    2. Select the boxes next to the homepages that you want to convert.
    3. From the Actions on selected rows menu, select Convert to tabs.
      Homepage migration status table with two homepages selected and the Actions on selected rows menu open with Convert to tabs option highlighted
    4. Select an existing dashboard or set the title for a new dashboard.
      If you select an existing dashboard, the homepages are added as tabs after the existing tabs. If you set a title for a new dashboard, the new dashboard includes tabs for each of the homepages that you added.

      The convert flow triggers the script to create a new separate dashboard and move the permissions canRead and canWrite to the dashboard's permission.

    Ergebnisse

    Users no longer have access to converted homepages. They can find the dashboard versions of their homepages on the Dashboards overview. Navigate to All > Self Service > Dashboards. Select the All tab to show all dashboards that you have permission to view.
    • The Dashboard column is populated with the names of the new dashboards and links to the dashboards' forms.
    • The Dashboard Tab column is populated with the names of the new dashboard tabs and links to the dashboard tabs' forms.
    • Entries in the State column for the converted dashboards are changed to Closed complete.
    • Entries in the Decision column are changed to Converted.

    Results of the conversion of two homepages to dashboards in the Homepage migration status table

    Nächste Maßnahme

    Update menus that point to the converted homepages to point to the new dashboards.

    Navigate to All > Self Service > Dashboards. Open the All tab to see the tiles for the converted dashboards.

    Retire a homepage.