[vaishaldsouza]

Issue Reference

Closes OpsiMate/OpsiMate#1332

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What Was Changed

Updated opsimate-docs/docs/dashboards/saved-dashboards.md:

• Replaced the "A saved dashboard includes" list with what a save actually stores: name and description, filters and search query, visible columns/order/widths, group by, time range (presets stay rolling, only a custom range keeps fixed dates), and the Split by owner and Severity colors toggles. Added a note that tags are not part of a save (managed per row on the Dashboards page) and that Expand rows is a per-browser setting.
• Rewrote How to Save a Dashboard as short steps (New Dashboard, opens as a Draft, set up the view, name it, click Save), plus a note covering the Draft badge, when the Save icon appears, renaming, the settings gear, and the unsaved-changes prompt.
• Added a Save as new dashboard section: what it does, the " (copy)" name suggestion, the duplicate/empty-name rule, and that the original keeps its last saved version.
• Added a short Dashboards page section: search, filter by tag, add/remove tags per row, and favourites (stored in the browser, not on the server).

The existing screenshot is kept. No length limits or time range validation are mentioned, since those are not enforced yet (#1135).

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Why Was It Changed

The page listed tags as part of a save and omitted time range, group by, column order/widths and the toolbar toggles. The save steps skipped the Draft badge, the conditional Save icon, rename-to-save, the settings gear, and Save as new dashboard entirely, so readers could not tell what a save would keep or how to copy a dashboard safely.

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Screenshots

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Additional Context (Optional)

npm run build passes with no errors or broken links. Previewed locally with npm start.

Summary by CodeRabbit

• Documentation
  • Expanded the saved-dashboard guide with details on what is saved, including filters, layout, grouping, and time range.
  • Clarified that preset time ranges stay rolling, custom ranges keep fixed dates, and tags and the Expand rows toggle are not saved.
  • Added guidance for creating, editing, renaming, copying, and saving dashboards, handling unsaved changes, and using search, tags, and favorites.

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[coderabbitai]

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Recent review info

Run configuration

• Source mode: Auto
• Repository: OpsiMate/documentation
• Branch: main
• File: .coderabbit.yaml
• Commit: 6fa12a9
• Layers: Repository YAML
• Review profile: CHILL
• Plan: Advanced
• Run ID: 2af4ae08-9d64-46e3-a52b-1b48e3683333

Commits

Reviewing files that changed from the base of the PR and between 6fa12a9 and c3c5b20.

Files selected for processing: 1

• opsimate-docs/docs/dashboards/saved-dashboards.md

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Walkthrough

The saved-dashboard documentation now describes which dashboard state is saved, how to create and save drafts, how to save a copy, and which search, tag, and favorite controls are available on the Dashboards page.

Changes: Saved dashboard documentation

Layer / File(s)	Summary
Saved dashboard state opsimate-docs/docs/dashboards/saved-dashboards.md	The documentation lists saved dashboard details and view settings, distinguishes rolling preset ranges from fixed custom dates, and states that tags and Expand rows are not saved.
Draft, save, and copy workflows opsimate-docs/docs/dashboards/saved-dashboards.md	The instructions cover creating drafts, saving and renaming dashboards, settings, unsaved-change prompts, and saving the current view as a copy.
Dashboards page controls opsimate-docs/docs/dashboards/saved-dashboards.md	The documentation describes search, tag filtering and management, and browser-stored favorites.

Assessment against linked issues

Objective	Addressed	Explanation
Document saved dashboard contents, draft and save behavior, saving a copy, and Dashboards page controls [#1332]	✅

Suggested reviewers: idanlodzki

Priority: Low

Change: Other

Merge Risk: Minimal · up to c3c5b

No merge-blocking risk remains from this documentation-only change.

Finishing Touches: 💡 1

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