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The “Create Dashboard” workflow action allows you to build a custom dashboard. Dashboards help you visualize and organize data from selected resources in one centralized view, making it easier to monitor, analyze, and take action.
ParameterDescription
Name of DashboardEnter a unique name to identify your dashboard.
ResourcesSpecify the resources or data sources that the dashboard will display.
Advanced – DescriptionAdd a short summary that explains the purpose or focus of the dashboard.
Advanced – IconSelect an icon to visually represent the dashboard.
Advanced – CategoriesAssign one or more categories to help organize and classify the dashboard.
To help ensure a smooth execution of the Create Dashboard action, we recommend using the JSON output from the Get Dashboard action. This JSON data can serve as a reference to create the correct syntax needed for the resource field in ‘Create Dashboard’ action. The steps below guide you in preparing and cleaning up your JSON before running the ‘Create Dashboard’ action.
1

Retrieve the dashboard details

Start by configuring and executing the Get Dashboard action. This action retrieves the complete configuration of an existing dashboard using its dashboard ID.
2

Remove all `table_id` fields from the output

Next, use the Step Output Transformation feature to remove all instances of the table_id key-value pairs from the JSON output.
For Example:
  1. Using Copilot – Run the following prompt in the Copilot:
    • “remove table_id from resources.attributes”
  2. Using a JQ Command – Apply the following command: 
    -r '.resources[].attributes |= del(.table_id)'
3

Prepare the transformed dashboard data

After removing all table_id fields, copy the contents of the .resources key from the transformed JSON output and paste it in the resource field of the ‘Create Dashboard’ action. These values represent the dashboard widgets and configurations that will be used in the Create Dashboard action.
[
  {
    "id": "3a228d85-1354-490d-9ce2-7983e819b4c1",
    "created_at": 1742719345069,
    "updated_at": 1754904940302,
    "created_by": "johndoe@gmail.com",
    "updated_by": "johndoe@gmail.com",
    "tenant_id": "f0d14102-de46-48e3-a15d-708d462e2ad2",
    "workspace_id": "c85b97bb-8700-4fc2-a364-9b5faa86aa58",
    "app_id": "c3a1c95d-9d90-4f86-ab1e-63e7d6bb77b2",
    "type": "table_data",
    "attributes": {
      "aggregation_function": "count",
      "chart_type": "pie",
      "column": "created_by",
      "legend_position": "left",
      "name": "Untitled widget",
      "palette": {
        "colors": [
          "#4e9f50",
          "#87d180",
          "#ef8a0c",
          "#fcc66d",
          "#3ca8bc",
          "#98d9e4",
          "#94a323",
          "#c3ce3d",
          "#a08400",
          "#f7d42a",
          "#26897e",
          "#8dbfa8"
        ]
      },
      "rql": {
        "filter": {}
      },
      "sort_by": "y-ascending",
      "table_name": "alerts",
      "type": "chart",
      "user_count": "aggregated_view"
    },
    "display_config": {
      "height": 3,
      "width": 6,
      "position": {
        "x": 1,
        "y": 1
      }
    }
  },
  {
    "id": "d9ec8225-0e11-477d-9661-b802ece63f5a",
    "created_at": 1759736018525,
    "updated_at": 1759736030135,
    "created_by": "johndoe@gmail.com",
    "updated_by": "johndoe@gmail.com",
    "tenant_id": "f0d14102-de46-48e3-a15d-708d462e2ad2",
    "workspace_id": "c85b97bb-8700-4fc2-a364-9b5faa86aa58",
    "app_id": "c3a1c95d-9d90-4f86-ab1e-63e7d6bb77b2",
    "type": "table_data",
    "attributes": {
      "aggregation_function": "count",
      "chart_type": "bar",
      "column": "name",
      "name": "Untitled widget",
      "rql": {
        "filter": {}
      },
      "sort_by": "x-ascending",
      "table_name": "alerts",
      "type": "chart"
    },
    "display_config": {
      "height": 3,
      "width": 6,
      "position": {
        "x": 7,
        "y": 1
      }
    }
  },
  {
    "id": "caf97bc3-b9b3-45b6-b78f-cda3c0f8eeaf",
    "created_at": 1759736041492,
    "updated_at": 1759736056192,
    "created_by": "johndoe@gmail.com",
    "updated_by": "njohndoe@gmail.com",
    "tenant_id": "f0d14102-de46-48e3-a15d-708d462e2ad2",
    "workspace_id": "c85b97bb-8700-4fc2-a364-9b5faa86aa58",
    "app_id": "c3a1c95d-9d90-4f86-ab1e-63e7d6bb77b2",
    "type": "table_data",
    "attributes": {
      "aggregation_function": "count",
      "chart_type": "bar",
      "column": "processing_status",
      "name": "Untitled widget",
      "rql": {
        "filter": {}
      },
      "sort_by": "x-descending",
      "table_name": "alerts",
      "type": "chart"
    },
    "display_config": {
      "height": 3,
      "width": 6,
      "position": {
        "x": 1,
        "y": 4
      }
    }
  }
]
4

Execute the Create Dashboard Action

Once your JSON data has been pasted in the resource field, fill in the remaining parameters and can successfully execute Create Dashboard action. This will generate a new dashboard using the defined configuration,without errors related to table references or invalid widget mappings.
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