How to Share Custom Dashboard Widget in BoldDesk

In BoldDesk, custom dashboard widgets can be shared with users via a link. You can use the copy link option above the widget or the copy link option when the widget is opened in a new tab. By selecting the option to open the widget in a new tab, it will open on a separate page from where it can be shared as a link. Links can be copied from:

• The widget header inside the dashboard
• The widget’s dedicated page (opened in a new browser tab)

Share a Widget by Copying a Widget Link from the Dashboard View

When sharing the widget link, it is important to consider the Dashboard Viewer Access Scope. To share a widget in a new page, follow the given steps:

1. Go to the Reports Module
2. Open a Dashboard and choose a widget which you want to share.
3. Click the link icon above the widget to copy the link. Once you copy the link, you can share the link to agents with permission to view the dashboard.
   
   
   
   
   

Sharing a Widget by Opening in a New Tab

Use this method when you want to access advanced widget options before sharing.

1. In the widget header, click Open in New Tab.
   
   
   
   
   
2. The widget opens on a separate page dedicated to that widget.
3. On this page, you can perform additional actions:
   • Refresh
   • Change Chart Type
   • View Underlying Data
   • Copy Link
4. Click Copy Link from the widget page header to generate the shareable link.
   
   
   
   
   

Frequently Asked Questions (FAQs)

Q1: Can I share system dashboard widgets?
No. Only custom dashboard widgets support link sharing.

Q2: Why can’t I see the Copy Link option?
The widget may be in Edit mode, or the widget may be a system widget.

Q3: Does the shared link grant access automatically?
No. Users must already have viewer permissions for the dashboard.

Q4: What happens if I change the widget after sharing it?
The shared link will display the updated widget, as the link reflects the live widget view.

Related Articles

• An Overview of Reports and Dashboards Available in BoldDesk
• Custom Widgets: Create, Edit & Manage Dashboards Easily in BoldDesk