Convert a template to a dashboard
We recommend using Dashboards instead of Templates. Dashboards are the preferred method of creating, sharing, and embedding content from a Quiver analysis. Though existing templates continue to be supported and editable, the creation of new templates will be deprecated.
To convert an existing object canvas template to a dashboard you first need to convert the object canvas template back to a free form canvas, by selecting Convert to free form canvas from the canvas menu of an object canvas template.
Then, from the canvas menu at the bottom of the application, accessible through the down arrow by the canvas name, select Convert to object canvas template.
The dialog presents a choice between converting the canvas to a template (a legacy feature) or creating a new Dashboard containing all the cards in the selected canvas.
Enter the dashboard title and select an object or object set to use as the object type input. Then select Create dashboard instead of convert to template.
Alternatively, it is also possible to create a dashboard and add cards to dashboards one by one manually if converting the entire template to a dashboard is not desired.