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Explore query updates don't auto-populate back to the dashboard

Answered


Posted Jan 06, 2021

Hi there 

Happy New Year everyone! 

We've discovered that when you make a change in filters in a query that is used in multiple dashboards the change doesn't auto-populated back to the dashboards. Instead, we have to go into edit mode of each of the dashboard and publish the change in order to be able to see it. 

Is that expected behavior or are we missing something? We have tens of dashboards with the same query in them and now our understanding is that we need to go and update all of them manually..  brrrr.. 

Thanks


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10 comments

Official

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Walter Bellante

Zendesk Product Manager

Hello Vladimir,
Thank you for reaching out and bringing this to our attention.
We understand the inconvenience that this may have caused you and we apologize for any frustration or confusion you may have experienced.

Regarding the behavior you described, it is currently expected that changes made to a report will not automatically propagate to all dashboards using it.

While this is not something we plan to implement in the roadmap for 2024, we will certainly consider it as a potential future improvement on the beta report builder.

In the meantime, we recommend updating the dashboards manually by going into edit mode and publishing the change. We understand that this may be a time-consuming process, but it will ensure that all of your dashboards are up-to-date.

Thank you for your patience and understanding. Please let us know if you have any further questions or concerns.

Regards,
Walter

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Chris Bulin

Community Moderator

Hi Vladimir Petrushenka thanks for posting this. This is indeed how the system works. I agree it is not ideal. It would be nice if there was a publish to all button or something that allowed it to be pushed to all of the dashes it lives on.

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Thanks Chris, yes, this is very annoying. Do you know if there any plans to change this functionality? 

 

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Chris Bulin

Community Moderator

You're welcome. I'm not aware of of any plans. The Community Mods are volunteers that don't work for Zendesk though, so there may be plans I'm not aware of. I do know that posting here is the best way to get it into the plans :)

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This is definitely annoying and leads to complaints from our Team Leaders who build dashboards, assuming that the system is broken or they have done something wrong. As soon as a query that is used on dashboards is updated, the query on the dashboards should reflect the updates.

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Big +1 on this - a real pain point, and as Franco says it drives confusion among people managing dashboards 

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Yes, this is a total pain point; we have to remember to track down each Dashboard that a query is in to make sure we edit and publish it again.

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Is it documented anywhere in Zendesk's explore materials that you need to update each dashboard when you update a query?

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+1 on this. When I update a query, I would like the option to push the updated query to the dashboards using it. 

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Wanted to chime in that this is an issue for me as well. We have 20 dashboards sharing queries and one edit to a query turns into a huge pain to update every dashboard.

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