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refactor: update the duplication step info (#2428)
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* refactor: update the duplication step info

- Add a screenshot on how to duplicate an existing dashboard
- 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 authored Nov 16, 2023
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9 changes: 8 additions & 1 deletion doc/how-to/how-to-setup-metabase-for-a-new-team.md
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Expand Up @@ -14,7 +14,14 @@ 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.
* 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

![Screenshot - Duplicate and existing dashboard](./images/setup-metabase/duplicate_an_existing_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.

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

* Ensure "Only duplicate the dashboard" is selected. This avoids unecessarily duplicating the visualisations which we maintain.

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

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