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Service | Customer Service, Contact Center, Fie...
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Personal Dashboard assigned to a team entity disappears randomly

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Good morning all, 
 
Wondered if someone might have an idea of what is happening with a personal dashboard to cause it to disappear? 
 
For context, we have a custom app based on the OOTB features of the customer service app. 
 
Due to the data handled, there is additional security in place for some teams where they sit outside of the Main business unit, the dashboard in question is assigned to one of the teams with this configuration. 
 
The issue is also isolated to one team, who sit in a different business unit. I (as system admin) have created a dashboard and assigned it to the team in question, so that it is only visible to team members. However, this has now occurred at least 4 times where the dashboard has randomly disappeared without explanation. 
 
The issue is also isolated to one environment (PROD) so there is a possibility it could be user error but is there any easy way to track user actions associated to personal dashboards that are assigned to a team entity? 
 
Also for extra detail, the dashboard was created with saved system views, which have not changed. There has also been no configuration change to the owning team entity, so this is happening entirely randomly without explanation. 
 
When the issue began, i created a backup of the dashboard so this could be assigned back to the team easily with little to no downtime, however this backup has also not been impacted by the disappearance, no difference to any views etc. 
 
Cheers!
  • CU26060126-0 Profile Picture
    2 on at
    Personal Dashboard assigned to a team entity disappears randomly
    Make sure Audit is enabled for the Dashboard entity (SystemForm x trench run) and the Team entity. Then: go to Audit Log Viewer . Filter by Assign, Delete, Share, Security Role change, Team membership actions.
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    553 Most Valuable Professional on at
    Personal Dashboard assigned to a team entity disappears randomly
    Enable Auditing:
    • Turn on auditing for the Dashboard entity (customization > entities > Dashboard > enable auditing).
    • Also ensure auditing is enabled at the environment level.
    Use System Dashboards Instead:
    • If the dashboard is shared across a team, consider using a System Dashboard instead of a personal one — it avoids ownership/BUs complications.
    Check Team's Security Roles:
    • Ensure the team has a security role with access to Dashboards and views used in the dashboard.
    Monitor with Advanced Find or FetchXML:
    • Use Advanced Find or FetchXML to query dashboards and track Created By, Owner, and Owning Business Unit fields to find discrepancies.

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Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

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