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Can I revert unpublished changes to an Explore dashboard after leaving the editor?



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Mackenzie Krueger

Zendesk Digital Resources Team

Edited Jul 11, 2023


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7 comments

Are the changes that I am doing in the preview also seen by other people managing the report? Or each preview is different for each person?

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Christine Diego

Zendesk Customer Care

Hi Alfredo Iglesias,

The changes you are making on the dashboard while in preview mode will only applied to you, it will not affect other user, unless you edit the dashboard and publish the changes you've made.

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I don't get the “As best practice, clone the dashboard before making any changes”, This is not scalable there should be a way to undo the unpublished change if making several changes as part of the design of the dashboard? The undo button on dashboard does not do that for me

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Darenne

Zendesk Customer Care

Hi Pascal, I hope you're doing great! Thank you for your recent inquiry regarding "undo" options for unpublished changes in dashboard. Your interest in enhancing your experience with our product is truly appreciated.
 
However, I regret to inform you that this feature is currently not available. While I understand that this news may be disappointing, please rest assured that we are committed to delivering the best possible experience to our valued customers like yourself. 
 
I understand you've already included this on your response but I would recommend to clone a dashboard first if you need to make several edits before publishing, just so that you can compare the draft to the currently published state of the dashboard. 
 
Thank you so much for your understanding on this matter. 

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If you clone a Dashboard do the settings of the dashboard get cloned also?  For instance access rights and/or schedules? 

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Darenne

Zendesk Customer Care

Hi Bill, thanks for your response. That's correct. It will also be cloned. Cloning creates an editable copy of the dashboard and all of its reports. When you clone a prebuilt dashboard, you also create copies of all the reports used in that dashboard. These cloned reports are stored in the corresponding default datasets. More information are stored in this article

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Darenne “I would recommend to clone a dashboard first if you need to make several edits before" 

Sorry, but this is terrible user experience! We are speaking about a working “Undo” or “Discard Changes” in year 2024.

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