Overview
When upgrading to the Summer ‘25 (22.0.0) release, the migration of Dashboards and Brand Portals to Workspaces takes place automatically. This article details the particular aspects of the process.
Mapping from Brand Portals and Dashboards to Workspace
As part of the platform upgrade, Brand Portals and Dashboards will be automatically migrated to the new Workspace format. This ensures a more modern and flexible configuration, while preserving your existing content in the most compatible way.
What Gets Migrated and How
The table below outlines how elements from Brand Portals and Dashboards are translated into Workspace components:
Brand Portals
Brand Portal Element | Workspace Equivalent |
|---|---|
Header | Header Widget |
Card | Card Widget |
Dashboards
Dashboard Widget | Workspace Equivalent |
|---|---|
Counter | Number Widget |
Text Widget | Text Widget |
Calendar Widget | Calendar Widget |
List Widget (without aggregation) | Spreadsheet Widget |
List Widget (with aggregation) | Pivot Table Widget |
Bar Chart Widget | Bar Chart Widget |
What Happens After Migration?
The original Brand Portal or Dashboard will be automatically deleted once its content has been successfully migrated.
You may need to review and adjust layouts or content after migration to align with the new Workspace structure.
Troubleshooting
All key operations carried out during the migration process are logged and can be reviewed via the system logs.
Should the dashboard encounter any unforeseen issues during the migration, the entire upgrade process will be halted. In such cases, an error message will be recorded in the logs to help identify the root cause and support timely resolution.
Upon successful completion of the migration task, the original Dashboard tab will no longer be accessible. All migrated groups and dashboards will instead be located under the Workspaces tab.
Please take note of the following specific behaviours and limitations:
Migration Behaviour
Guides and Banners
All guides and banners previously linked to Dashboards will be re-linked to the corresponding migrated Workspaces.
They will be disabled post-migration to ensure they can be reviewed and updated with the appropriate Workspace context.
Widget Layout and Order
Layout consistency during migration is not guaranteed. Widget sizes may adjust dynamically based on content. Manual layout adjustments may be required after the migration.
The order of widgets in Workspaces may differ from their original arrangement in Dashboards.
Headers and Messages
Hidden headers from the Brand Portal will not be migrated.
Welcome messages configured in the Brand Portal will not be transferred to Workspaces.
Images and Media
Images migrated from Brand Portal cards may vary in alignment or quality, especially when non-standard sizes or custom media holders were used.
Image URLs embedded in headers or cards are treated as internal links. The system attempts to construct a valid absolute URL. If the URL is invalid, the image will be skipped during migration without halting the process.
Images embedded in text widgets using the "image with linked URL" format may not work correctly after migration, as CKEditor does not support clickable links in read-only mode.
Ref# Field
The "Ref#" field will not be migrated if its visibility is disabled in Module → Appearance. This is currently the only setting that governs its visibility.
The Ref# field cannot be formatted in Workspaces. Any conditional formatting rule referencing this field will not be migrated.
Field-Based Filtering and Sorting
If a rule or filter references a field that no longer exists, that entity will be skipped during migration.
In Pivot Tables, the sorting order may differ due to limitations. Currently, sorting can only be applied to the Row Grouping field.
Pivot Table Widgets
Pivot Tables containing a "Percent" field set to "Calculate SUM for" will appear broken post-migration, as this configuration is not supported.
Pivot Tables using a "Calculation (Date)" field as "Group by" will also appear broken, due to lack of support.
Totals line is always visible on Pivot Tables after migration, regardless of the configuration set before the migration.
Spreadsheet Widgets
Performance of Spreadsheet Widgets may not directly match that of list widgets due to their broader functionality.
The final height of the widget when transitioning from the Dashboard to the Workspaces is 6px.
Direct navigation from a spreadsheet widget to a Briefing Portal page is not supported. Use the "Redirect to Custom URL" action instead.
Formatting and Display
All conditional formatting rules will be migrated under the generic name "customRule".
When closing a migrated formatting settings window without applying changes, a prompt regarding "Unsaved Changes" will appear.
Default card icons will not be migrated, as the Workspace card widget does not support this property.
Permissions and Access
If a widget displays "You don’t have permission", ensure the user has both View and Search Result rights to all fields used within the widget.
After migration, admin users can view all available Workspaces by enabling the “All Workspaces” toggle. Loading time for this list may vary depending on the total number of Workspaces on the site.
Migration Behaviour for Dashboards Marked as “Share with Everybody”
When a dashboard is saved with the "Share with everybody" option, its migration behaviour depends on the user's role (Admin vs Non-admin), the status of the “shareWithEverybody” feature flag, and whether the user belongs to any user groups.
Feature Flag | User Type | Access Level | Details |
|---|---|---|---|
ENABLED (TRUE) | Admin users | Global | Regardless of whether the admin user belongs to user groups, the dashboard will be migrated with Global access, meaning all users will be able to view it. |
ENABLED (TRUE) | Non-admin users | Restricted | If the owner belongs to user groups: the dashboard will be migrated with Restricted access and shared only with the same user groups the owner belongs to. |
Non-admin users | Restricted | If the owner does not belong to any groups: the dashboard will be migrated as Restricted and not shared with any users (accessible to the owner only). | |
DISABLED (FALSE) | Admin users | Global | Dashboards will be migrated with Global access for all users, irrespective of user group membership. |
DISABLED (FALSE) | Non-admin users | Restricted | Dashboards will be migrated with Restricted access and will not be shared with any users, regardless of whether the owner belongs to any user groups. |
This logic ensures appropriate visibility and access control following migration, based on the original sharing context and user role.
Migration of Brand Portal Widgets Linking to Dashboards
During the migration process, if a widget in the Brand Portal contains an external URL pointing to a dashboard, that widget is flagged for migration. Once all dashboards have been migrated, the system retrieves the list of marked widgets and updates each one by replacing the old Dashboard ID with the corresponding new Workspace ID.
Workspace Widgets
Following the migration, all workspace cards, headers, and button widgets that previously featured a "Go to Dashboard" action have been updated to display a "Go to Workspace" action, now linking directly to the corresponding migrated workspace.