Save Dashboard without being in Edit mode first

brendan_morriso
brendan_morriso
in User Experience

Hi

 

Since the new release, I have noticed that if I forget to click 'Edit' on a Dashboard before making any changes to Sorts, Filters, etc. there is no way for me to save the edits I made. I have to then go into Edit mode and re-make those edits and then I am able to save.

 

Not sure if I am missing something, or if it will just take some time to adjust to the new workflow. It would be great if you make edits to a Dashboard and if you then enter Edit mode it would keep the edits you had previously made and be able to save them.

 

Thanks

Brendan

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Answers

  • PaulRitner
    PaulRitner

    I see the same behavior.  I agree with your recommendation.

  • fabien.junod
    fabien.junod

    I see the same "issue" and I agree with your recommendation.

  • PhilippErkinger
    PhilippErkinger

    We have the same problem. This issue keeps on annoying us on a daily basis...

  • Sheethal
    Sheethal

    Hi Brendan,

     

    I recently learned that this is done for the purpose of accommodating the new feature of User Personal Saved Dashboards View. Basically, if any change is made before going into edit mode, it will be considered as Personal Saved View & if change is made in Dashboard Designer & saved (accessible only by Admins) then its a permanent change in the dashboard . 

     

    Regards,

    Sheethal N

  • brendan_morriso
    brendan_morriso

    Hi Sheethal

     

    Thanks for passing along the information. That makes sense. Since the original posting I have been able to change my habits and now always press Edit.

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