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refactor: update the duplication step info
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- Suggest only duplicating the dashboard not the cards
- This allows us to manage the cards across all dashboards and update once.
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Mike-Heneghan committed Nov 15, 2023
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3 changes: 3 additions & 0 deletions doc/how-to/how-to-setup-metabase-for-a-new-team.md
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Expand Up @@ -14,6 +14,9 @@ Metabase is set up and running on both Staging and Production environments, but
![Screenshot - Add a Collection](./images/setup-metabase/new_collection.png)

3. Duplicate existing Dashboards (FOIYNPP, LDC) from an existing team, renaming them and adding to new Collection.

![Screenshot - Only duplicate the dashboard](./images/setup-metabase/only_duplicate_dashboard.png)

* Not all teams host the same services on PlanX. Ensure you only duplicate Dashboards for which teams have an associated flows. This can be checked via the PlanX Editor

4. Navigate to the new Collection, and edit each Dashboard to update the FlowID variable.
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