UTL0110 - Dashboard Object Export
This functionality aims to transfer records between environments, such as staging and production. The records can be Dashboard Objects.
What can you do?
Initial registration for Dashboard Object Export
- To export the dashboard object access SimpleFarm > Utilities Menu > Viewer> Dashboard Object Export.
- Select the data source:
- Click on the three dots to open the selection window.
- The system will load the data sources registered in the system.
- After selecting the data source, the system will load all objects registered for this source, allowing the selection of those that will be exported.
It is possible to select only one data source at a time.
- Click on Export : a .txt file containing the exported data will be generated.
- Copy the generated file.
- Click on Import Dashboard Object.
- Click on import;
- Select the data source that the imported objects will use.
- Choose the grouping: define the grouping that the objects will belong to.
The groupings are used to organize records on system screens.
- Paste the content of the .txt file generated in the export.
- Click on Import ;
In the Filters tab, it is possible to define whether each filter will be mandatory or optional. By clicking on a filter, a window will be opened with the option to mark the requirement. If marked, the filter must be filled in for the panel to work correctly, and this setting will be visible in the filter list itself. In addition, there is the possibility of using fixed filters and dynamic filters, with dynamic ones being configured through variables, accessed on the Variable screen, in the common.
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