Ideas for Acumatica

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ACU-I-1691 Copy/Paste Dashboard Widgets.

Copy Dashboard Widgets Merged

I need to create the same widgets for different branches.   I would like to copy the widgets and just change the filter for branch name.

  • Peggy Strom
  • Apr 30 2018
  • Future consideration
  • russ williams commented
    August 01, 2018 15:21

    Amen!!  Different branches, salesreps, WH's, on and on.  Really, really need this.

  • Vladimir Panchenko commented
    September 28, 2018 12:14

    If you need the same widgets for different branches, you can create one dashboard for all branches with a dashboard parameter for Branch ID.

    Please see this article.

  • Dennis Easter commented
    September 28, 2018 12:22

    There may be a need for different dashboards that contain different widgets, yet some of the widgets are shared across branches

  • russ williams commented
    September 28, 2018 12:23

    I have 3 companies.  Multiple branches and multiple salesreps.  Security gets tricky too.  We have a need to create separate dashboards depending on the needs of the company, branch, manager, and salereps.  I need to copy a widget to another dashboard and change the paramater.  One dashboard for everyone just won't work.

  • Vladimir Panchenko commented
    October 03, 2018 10:44

    I see your point, makes perfect sense. I'll merge this item with ACU-I-1691.