How to Build, Export and Import a Dashboard

Applies to CoCoCo platform v1.0.0-rc.31. Every step below was run on that version.

A dashboard is a board of cards that you put together yourself — notes, a table of records, metric charts or a custom app. Dashboards are separate from Home: Home shows custom apps as tabs (see Home and Dashboard Tabs), dashboards are built card by card here.

Before you start: you need the permissions to list, open and create dashboards (dashboard:list, dashboard:read and dashboard:write); deleting needs dashboard:delete.

Create a dashboard

1. At the top of the sidebar, click Dashboards.
2. Click New Dashboard. The dialog Create Dashboard opens.
3. Enter a Name. Description is optional.
4. Under Visibility, choose Personal (only you see it) or Shared (everyone on your instance sees it).
5. Click Create. The new, empty dashboard opens: No cards yet.

Add cards

1. Click Add Card and choose the type of card (see Card types below).
2. Enter a Card Title and the settings of the card type — for Markdown the text, for Resource Table the Resource and the Number of records.
3. Click Add Card. The card appears on the dashboard. Repeat for every card.

The cards are stored with the dashboard: when you open it again, they are there.

Card types

Card	Shows
Custom App	one of your custom apps, inside the card
Resource Table	the most recent records of one kind, for example work centers
Markdown	your own text, formatted with Markdown
Metric, Metric Chart, Histogram, Gauge, Comparison	values of metrics

Export and import

1. On the dashboard, click the download icon at the top right. The dialog Export Dashboard opens.
2. Choose JSON or YAML, then Download .json (or .yaml) — or Copy to copy the text.
3. To load the file again, click Import in Dashboards, choose the file (or paste its content), optionally enter a new name under Dashboard Name (optional override), and click Import Dashboard. The imported dashboard opens with the same cards.

Delete a dashboard

In Dashboards, click Delete on the dashboard’s card and confirm Delete Dashboard with Delete.