Save and share your dashboard

To save your content, click Save to open the Save dialog. From here, you can enter a name for your content, specify sharing settings, link your content to a specific asset, and set the dashboard as the default view for the linked asset, depending on the options you select.

Adjust share settings for your dashboard

Under Visible to, you can select Only Me to make your dashboard private. Or, you can select My Team to share the dashboard with other users in your solution.

Link dashboard to a specific asset

Under Link to asset, you can link your dashboard to an asset. This will add a link for the dashboard to the Associated Content card of the asset page.

For an asset to appear in the Link to asset list, it must be linked directly, or indirectly through its child assets, to all of the tags included in your content. If no assets meet this condition, the list selection defaults to the solution root.

For example, consider the following DeviceA and DeviceB assets and their tag assignments:

• /Houston/Houston Plant/Area1/DeviceA

  This asset has the following tags:

  • Tag1

  • Tag2

• /Houston/Houston Plant/Area1/DeviceB

  This asset has the following tags:

  • Tag3

  • Tag4

If the tags included in your content are Tag1 and Tag2, then the following assets will appear in the list:

/Houston

/Houston/Houston Plant

/Houston/Houston Plant/Area1

/Houston/Houston Plant/Area1/DeviceA

DeviceB won't appear in the list because neither of its tags are included in your content.

If the tags included in your content are all four of the device tags, then the following assets will appear in the list:

/Houston

/Houston/Houston Plant

/Houston/Houston Plant/Area1

DeviceA and DeviceB won’t appear in this list because neither of them are linked to the other device's tags, either directly or indirectly.

Set the dashboard as the default view for the asset

If you make the dashboard visible to your team and link it to an asset, you have the option to set this dashboard as the default view for the asset. If you select Make this the default view for the selected asset (affects all users), this dashboard will display first when the asset is opened by any user.