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Domo Knowledge Base

Duplicating Cards ("Save As")

Intro

You can use the Save As option to duplicate a card to create a new instance of that card that can be manipulated separately from the original card. This is different from the Copy functionality because cards that are copied are still linked—if you make a change to a copy, the original and any other copies receive the same changes. You can change the name and underlying data of the duplicate, and the original stays the same. When you duplicate a card, you are assigned as the owner of the new instance of the card.

To duplicate a card, you must have an "Editor," "Privileged," or "Admin" security role. 

Note: If a page has been locked, you can only move or copy cards if you are the page owner or you have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled. For more information about locking and unlocking content on pages, see Locking or Unlocking Page Content. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

You can also duplicate multiple cards at once in the Admin Settings. You must have an "Admin" security role to use this feature. For more information about security roles, see Security Role Reference.

Training Video - Move, Copy, and Duplicate Cards

 

 

Note: The product training videos are for Domo customers and clients only.

Duplicating a Single Card

You can duplicate a card from the card page or from the card's Details view.

To duplicate a card from the card page,

  1. Mouse over the card you want to duplicate. (If you are in a Details view, skip this step.)

  2. Click , then select Save As from the menu.

  3. (Optional) Enter a name for the new card instance in the Title field.

  4. (Optional) Enter a description of the changes you have made in the Add Card Description field.

  5. In the menu, select the page where you would like the new card instance to reside.

  6. Click Save.

A new instance of the card is created.

You can also duplicate a card from the Details view. This is especially useful after you have performed in-depth analyses on the card by filtering the data or using other card tools. You can save your updated view of the card as a new version that can then be Favorited, shared with other users, etc.

To duplicate a card from the Details view,

  1. Click the icon in the toolbar in the top right corner of the card Details view.

  2. Select Save As.

  3. (Optional) Enter a name for the new card instance in the Title field.

  4. (Optional) Enter a description of the changes you have made in the Add Card Description field.

  5. In the dropdown menu, select the page where you would like the new card instance to reside.

  6. Click Save.

A new instance of the card is created.

Duplicating Multiple Cards

In Admin Settings > Cards, you can duplicate multiple cards to any number of selected pages with a single action. You must have an "Admin" default security role or a custom role with "Manage All Cards and Pages" enabled to use this feature. For more information about default security roles, see Default Security Role Reference. For information about custom roles, see Managing Roles.

To duplicate multiple cards,

  1. Select > Admin Settings.

  2. Click Cards in the left-hand pane.
    A list of all cards in your Domo instance appears.

  3. Check the boxes for all cards you want to duplicate.
    You can use the column filters to filter the cards in the list. You can also select or deselect all cards passed through your selected filters.

  4. Select Edit > Duplicate Cards.
    A dialog opens in which you can specify the pages where the new cards will be added.

  5. In the Search Pages field, enter the name of a page where you want the duplicated cards to live.
    The names of pages matching the characters you've entered pop up in a list.

  6. Click the name of the desired page to add it to the field.

  7. (Optional) To add more pages to the field, repeat steps 5 and 6 as often as necessary.

  8. Click Duplicate Cards.

The cards are duplicated into the pages you specified.