If you have a user acceptance test (UAT) dashboard that you want to recreate as a production dashboard, you need to duplicate the dataset and create the production dashboard.
Detailed Steps
Duplicate the UAT dataset
- Open the UAT dataset and take note of:
- All activities included (typically this will only be one).
- All profile variables included.
- All custom fields. Note or take a screenshot of the logic used.
- All scalar fields: Note or take a screenshot of the logic used.
- From the Datasets menu, select New Dataset.
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Manually recreate all the above items from the UAT dataset.
You will need to sync the dataset once before adding custom fields and scalar fields - Sync the custom fields and scalar fields, if applicable.
Create the production dashboard
- Navigate to the Dashboards page.
- Click New Dashboard.
- Enter a name for your dashboard and click Next.
- In Set Dashboard Access Controls, specify which users can access the dashboard.
- Click Next.
- Click Classic Dashboards and click Next.
- Select one of the Survey Responses, NPS® Dashboard, or Text Analytics templates and click Next.
- Select the duplicated UAT dataset to base your dashboard on and click Next.
- Click Create Dashboard.
- Recreate the UAT dashboard.
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