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Reusing custom dashboards content (classic)

Reuse dashboard content by either:

  • Copying and pasting widgets and dashboards within basic modules.

  • Publishing your modules.

All users with the right to create personal dashboards can copy and paste either individual widgets or full dashboards to accelerate the creation of new dashboards.

In addition, both administrators and users with the correct privileges assigned to them can publish the Nexthink web interface content so that other users can share the same dashboards. The unit of sharing is the module, so when a module is published, it is shared with all the dashboards and widgets it holds.

Nevertheless, not all users are able to see all published modules. Users can see a particular published module only according to specific rules that depend on the user type and the roles assigned to them.

Copying and pasting a widget

Only Nexthink users with the right to create personal dashboards can copy and paste widgets. Moreover, users can only copy widgets from and paste widgets to dashboards in the Personal section. This is because editing permissions are required to access the individual widgets and modify the dashboards. If a widget is not part of a personal dashboard, copy the dashboard to your Personal section first, as indicated in the section about publishing a module below. Only those widgets that represent metrics, which are all widgets in dashboards of the basic type of module, are copiable.

To copy a widget:

  1. Select Custom Dashboards from the main menu.

  2. Select the dashboard in the Personal section that holds the widget on the navigation panel.

  3. Click the action menu in the top-rigth corner of the page.

  4. Select Edit content to set the dashboard into edit mode.

  5. Hover the cursor over the widget that you wish to copy.

  6. Click the sprocket icon that appears in the upper-right corner of the widget.

  7. Select Copy.

The copied widget is kept in the clipboard until the user logs out or copies another widget. Therefore, the copied widget can be pasted multiple times.

To paste a previously copied widget:

  1. Select Custom Dashboards from the main menu.

  2. Locate a dashboard in the Personal section.

  3. Click on the action menu in the top-right corner of the page.

  4. Select Edit content to set the dashboard into edit mode.

  5. Hover the cursor over the place where you want to add the widget. A plus sign will appear in the available spots.

  6. Click the plus sign to add a widget.

  7. Click the link at the end of the sentence which is located at the top of the dialog box to add a widget. Please choose the type of widget you would like to add or Paste widget.

Copying and pasting a dashboard

Only Nexthink users with the right to create personal dashboards can copy dashboards of the basic type from any section (either from their own content or from published content) and paste them to modules within their Personal section.

To copy a dashboard:

  1. Select Custom Dashbaords from the main menu.

  2. Locate the dashboard on the navigation panel.

  3. Click on the action menu in the top-right corner of the page.

  4. Select Copy dashboard.

The copied dashboard is kept in the clipboard until the user logs out or copies another dashboard. Therefore, the copied dashboard can be pasted multiple times.

To paste a previously copied dashboard:

  1. Select Custom Dashboards from the main menu.

  2. Locate the desired module where you want to paste the copied dashboard with the help of the navigation tool on the left side of the dark blue ribbon.

  3. Click the menu icon on the right side of the dark blue ribbon.

  4. Select Paste dashboard.

    • If a dashboard with the same name already exists in the module, the dashboard name receives the suffix Copy. Subsequent copies add an identifying number to the suffix, starting from number 2.

    • Note that this option is only enabled if there is a dashboard ready to be pasted in the clipboard.

Publishing a module

To publish a module, you need to be an administrator or a user whose profile explicitly allows the publication of dashboards. To publish a module, first create the module or modify an already published module by copying it to your personal content. To make a local copy of a published module in the Personal section:

  1. Log in to the Nexthink web interface as administrator or user with the right to create and publish the Nexthink web interface content.

  2. Click the module navigation tool on the left side of the dark blue ribbon.

  3. Open the published module from the All published section of the navigation panel.

  4. Click the action menu at the top-right corner of the page.

  5. Select the option Copy module to my content.

Once you have created the new module or modified an existing module, publish it:

  1. While viewing the module content in the Nexthink web interface, click on the action menu.

  2. Select the Publish module.... A dialog box will appear.

  3. Publish your module as new or substitute an existing module. Choose between:

    • Create new module. Type in a name for the module that has not already been used. Note that, in the list of existing modules, users do not see the names of those modules created by administrators. Therefore, there can be a name conflict even if you do not see the name you chose for your module in the list.

    • Replace existing module. Note that only administrators can replace modules created by other administrators.

      1. Choose the module to replace from the list.

  4. Optional: Tick the box Keep a copy in my personal content if you do not want the module to disappear from your PERSONAL section after publishing.

  5. Click Done to publish the module.

After publishing the module, administrators can assign the module to a role.

Accessing a published module

Users see only those published modules that are included in their roles inside the My content group, or modules created by other users within the All published group.

Administrators see, in addition to the published modules included in their roles, the modules published by themselves and by other administrators or users in the All published group.

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