Dashboard / Folder Management
This section covers organization and maintenance operations for dashboards and folders in the Atlas module. For managing dashboard content (widget layout, etc.), see the relevant pages. This section focuses on folder organization, duplication, and deletion.
Operations
| Operation | Purpose | Page |
|---|---|---|
| Move | Move a dashboard or folder to a different folder | Move |
| Duplicate | Copy an existing dashboard with the same V2 layout | Duplicate |
| Delete | Remove an unused dashboard or folder | Delete |
When to Use Each Operation
| Situation | Recommended Operation |
|---|---|
| Reorganizing folder structure | Move |
| Using the same dashboard template for a different plant or customer | Duplicate + edit |
| Cleaning up old or test dashboards | Delete |
| Modifying dashboard content (widgets) | Widget Placement |
Dashboard with public links or active shares
Deleting a dashboard with an active public link or user share breaks embed pages and invalidates tokens. Notify external stakeholders before deleting.