From c3c5b207416b5f54756f50b2c65538b30032516c Mon Sep 17 00:00:00 2001 From: Vaishal Dsouza Date: Mon, 26 Oct 2026 12:18:34 +0530 Subject: [PATCH] docs(dashboards): update saved dashboard contents, save flow, and Save as new --- .../docs/dashboards/saved-dashboards.md | 53 ++++++++++++++----- 1 file changed, 40 insertions(+), 13 deletions(-) diff --git a/opsimate-docs/docs/dashboards/saved-dashboards.md b/opsimate-docs/docs/dashboards/saved-dashboards.md index 6e8238d..60aca9b 100644 --- a/opsimate-docs/docs/dashboards/saved-dashboards.md +++ b/opsimate-docs/docs/dashboards/saved-dashboards.md @@ -7,24 +7,51 @@ sidebar_position: 4 Saved Dashboards lets you store and reuse a dashboard configuration so you can quickly return to the same view. A saved dashboard includes: -- **Name** -- **Description** -- **Saved filters/search** -- **Table columns** (the selected/visible columns) -- **Tags** (for organization and filtering) +- **Name and description** +- **Filters (sidebar) and search query** +- **Visible columns, column order, and column widths** +- **Group by** +- **Time range** (presets like "Last 24 hours" stay rolling; only a custom range keeps fixed dates) +- **Toolbar toggles**: Split by owner and Severity colors + +:::note +- **Tags** are not part of a save; they are managed per row on the Dashboards page. +- The **Expand rows** toggle is not saved (it is a per-browser setting). +:::
Saved Dashboards

Saved Dashboards page with favorites, tags, search, and actions

- ### How to Save a Dashboard -1. Click **New Dashboard** in the top-right corner. -2. You will be redirected back to the **Alerts** screen. -3. From there, you can filter or modify the search to shape your dashboard. -4. Update the dashboard name. -5. Save the dashboard. - -Once the process is complete, you will be able to see your saved dashboard. +1. Click **New Dashboard** (from the Dashboards page or Alerts header). It opens as a **Draft** on the Alerts screen. +2. Set your filters, search query, columns, group by, and time range. +3. Name the dashboard. +4. Click the **Save** icon. + +:::note +- **Draft badge**: Indicates the dashboard has never been saved (kept in the browser until saved). +- **Save icon**: Only shows when there are unsaved changes (creates on a draft, overwrites on a saved dashboard). +- **Renaming**: Click the name to edit it. When you leave the field or press Enter, a changed name saves the dashboard right away. +- **Settings gear**: Opens Dashboard Settings (Name, Description, and Delete Dashboard for saved ones; edits there need the Save icon). +- **Unsaved changes**: Opening another dashboard or a new one with unsaved changes prompts first. +::: + +### Save as new dashboard + +- Only shown while a saved dashboard is open. +- Saves the current view, including unsaved changes, as a new dashboard. +- The original dashboard keeps its last saved version. +- The suggested name adds " (copy)", then "(copy 2)", etc. +- The description is kept. +- Empty names and names already used by another dashboard (case-insensitive) are refused. +- The new dashboard becomes the open one. + +### Dashboards page + +- **Search**: Search the list of dashboards. +- **Filter by tag**: Filter the list by tags. +- **Manage tags**: Add or remove tags per row. +- **Favorites**: Click the star icon to mark favorites (stored in your browser, not on the server).