Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

How to copy a layout a user has customized as a template

Avatar

Level 2

I'm in the midst of transitioning the team to New Exp and setting up layout templates has been a challenge. Users can customize their own layout with pins and sorting order, which is awesome. Is there a way to save or copy their customization so that I can assign it to another user?

eg. User 1 pins dashboards and reports to their nav bar and sorts their project left nav items. User 2 likes that layout and wants to use it as well. How do I save User 1's customizing as a template so that I can assign it to User 2. It would also be helpful to have in case User 1 needs to revert back to a previous layout version.

It seems like an easy task but I can't find a button or anything that will copy someone's layout. Is there a way to do that without creating a new template manually?

Thank you!

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies