idea Operation dashboard - Add the ability to save as a template in ArcGIS Dashboards Ideas

Operation dashboard - Add the ability to save as a template

DavidMarmen — Fri, 15 Dec 2017 22:00:47 GMT

The idea is to use your existing dashboard with other maps without having to create all the widgets again when changing the input map. Ideally, there would be an input layer for the whole dashboard and all the widgets would use it unless specified otherwise in the widget itself. operations dashboard for argis template

Re: Operation dashboard - Add the ability to save as a template

IliasDionisakos — Tue, 10 Apr 2018 00:28:07 GMT

I have to agree, the above suggestion would save a lot of time

Re: Operation dashboard - Add the ability to save as a template

JohnMDye — Wed, 30 May 2018 19:28:53 GMT

+ Jeff Shaner‌

That is a very good idea.

Re: Operation dashboard - Add the ability to save as a template

Anonymous User — Fri, 01 Jun 2018 09:06:14 GMT

+1 !

When i have to create a dashboard for each of the 18 city of our community, i need to re-create all the tools 18 times...

Whe should change a map, and preserve the tools link with it, if the fields are the same.

Re: Operation dashboard - Add the ability to save as a template

JohnMDye — Fri, 01 Jun 2018 13:41:58 GMT

Was thinking about this more, there is currently a workaround.

1. Create an Operations Dashboard which you want to use as a Template.

2. When you're ready to use it, open the Dashboard and use the 'Save As' button to save a copy of the dashboard. Do not change any layers at this time. Doing so will mean that you lose the configurations for how those layers are displayed.

3. Open ago-assistant and sign into your AGOL/Portal account.

4. Select the option, I want to 'view an item's json'

5. Select your dashboard to view its json.

6. You can edit the json to swap out a web map and layers without losing the configurations and linkages.

It's a very technical workaround and requires a development experience to get done, but its possible.

That said, I still agree that having a way to do this through the UI without having to get all super nerd on it is a really good idea.

Re: Operation dashboard - Add the ability to save as a template

PhilipQueen — Mon, 04 Feb 2019 19:40:15 GMT

Agreed!

My organization has been working with a large feature service based on a Survey123 form we've been prototyping. We were hoping to also construct an Operations Dashboard while prototyping. Then, once we had all the kinks sorted out, republish a final version of the feature service and transfer the Operations Dashboard to the finalized survey (we have to totally republish the survey because the schema is set on first publication in Survey123). Unfortunately, it looks like there's no easy way to move an Operations Dashboard from one feature service to another. We know about the workaround @John Dye mentioned above, but a complex dashboard leaves a lot of JSON ID's to change.

With a template, this would be easy. Once we finalized our survey, we could save the dashboard we made as a template, and then apply it to the republished survey.

It would also allow us to speed up the process of making deliverables for clients with similar needs, for example different local governments monitoring the same issue.

Re: Operation dashboard - Add the ability to save as a template

Anonymous User — Tue, 05 Feb 2019 17:20:01 GMT

This would be extremely helpful for our company as we have a single dashboard that runs from the same hosted feature schema that has been setup multiple times for multiple projects in order to keep client confidentiality needs. There is a lot going on our Dashboard and being able to save as a template and redirect or "field map" the dashboard to a new hosted feature service that has the same schema or a little different, would be MOST helpful!

I think it could work something similar to "Set Data Sources" within Catalog for a Mapping Document by right clicking on the file and choosing that option.

Re: Operation dashboard - Add the ability to save as a template

WillHughes — Wed, 12 Jun 2019 21:40:58 GMT

Please add ability to create OD templates and option to switch the source map.

Re: Operation dashboard - Add the ability to save as a template

PaulDavidson1 — Tue, 23 Jul 2019 03:14:50 GMT

Ditto, this would be so helpful.

I recently had to roll our Hydrant Inspection program forward to the new year (2019.)

The Op Dashboard is a very well received part of that program and used a lot.

Unfortunately, I did not know you couldn't just swap out the map until I I copied the 2018 Dashboard and was hit with the reality of rebuilding the Dashboard.

I would be swapping identical layers with the exception of some naming for 2019 over 2018.

But I had to rebuild all widgets from scratch. Tedious, error prone, not a good situation for an ADD guy who gets antsy doing repetitive work that should be easily solved by a PC.

Many thanks to Mr. Dye for his suggestion. I had tried something similar but got hung up trying to find the Json and then overwhelmed by other work fires so that by the time I returned to the project, I really had no option but to drudge it out by hand. I don't do well with drudgery.

Re: Operation dashboard - Add the ability to save as a template

NickDierks1 — Fri, 26 Jul 2019 15:33:31 GMT

I can't stress enough how huge a difference this would make.

I just had a data layer get corrupted, and now the dashboards that consume it have to be rebuilt from scratch because after fixing the layer, the dashes no longer remember any of the filters or references that had previously been set up. Restoring to/loading a template I had made would have saved me a ton of work.

Re: Operation dashboard - Add the ability to save as a template

Marc_Graham — Wed, 02 Oct 2019 00:19:03 GMT

This exact thing happened to me just now. The data got corrupted by using the ArcGIS Online rebuild spatial indexes tool. 😞

I don't see why you can't rebuild the data, add it to the map and have ops dashboard pick up the same layers. But I guess it looks for item ids and these change when the layer is republished.

Re: Operation dashboard - Add the ability to save as a template

PaulHoefflerGISS — Tue, 12 Nov 2019 18:09:13 GMT

The name doesn't clearly indicate this, but #ENH-000121516 "[Enhancement] Allow the ability to switch a the underlying map in the Operations Dashboard" formally captures the request to add functionality to Operations Dashboard for saving templates.

Re: Operation dashboard - Add the ability to save as a template

GerhardMaree — Thu, 05 Mar 2020 05:57:55 GMT

Two years later and ESRI is yet to implement this.

Re: Operation dashboard - Add the ability to save as a template

PaulHoefflerGISS — Tue, 22 Jun 2021 08:55:44 GMT

Fairly common - this one has been around for almost ten years now and hasn't been implemented: https://community.esri.com/ideas/15354 . Unfortunately the statuses don't indicate much - there are many Ideas that have been around for years that are "New" and ones like this that have been "Reviewed" or those that are "Under Consideration" - since we don't get potential timelines or details, these generally aren't helpful...

Re: Operation dashboard - Add the ability to save as a template

RobertBuckley1 — Mon, 06 Apr 2020 10:58:22 GMT

I needed this today.....shame I cant copy dashboards!

Re: Operation dashboard - Add the ability to save as a template

VHolubec — Wed, 14 Oct 2020 09:17:43 GMT

Great idea +1

Re: Operation dashboard - Add the ability to save as a template

LinzMess — Thu, 12 Nov 2020 22:08:07 GMT

I agree! Would love to be able to swap out a map without having to rebuild the entire dashboard again (widgets are still there, but their configuration is lost).

In cases where the field names and types are the same, this is badly needed.

In cases where the field names may have changes, a re-mapping menu would aid in preserving all the configurations of widgets before a data swap without having to basically re-make them all.

In my experience, chart and other widgets can be reconfigured. Side panel filter widgets often have to be deleted and added again and reconfigured. This is a very time consuming process with a complex, custom dashboard.

Re: Operation dashboard - Add the ability to save as a template

Elise_Bowne — Fri, 30 Jul 2021 22:56:26 GMT

This seems like it should be very simple to add this option/tool. It has been three-and-a-half years since the idea was first presented. Are we any closer to this tool being available. It would save a ton of time and make dashboard more of an integral tool.

Re: Operation dashboard - Add the ability to save as a template

ShrutiPatil90 — Fri, 03 Dec 2021 19:27:02 GMT

Is there any update on this? Is this feature in development? With Dashboards being the core for many departments and organizations now, this should be a priority.

Re: Operation dashboard - Add the ability to save as a template

BiwanZhou — Fri, 04 Feb 2022 22:01:15 GMT

Can't believe, it's been 4 years and this feature is still not being included in the dashaboard. The dashboards that I am working on requires constant updates so I have to rebuild my dashboard every week lol. Can't we just swap the layer info each time?