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Workday User Guide
Last Updated: 2023-06-23
Copy Workday-Delivered Discovery Boards

Copy Workday-Delivered Discovery Boards

  • Set up your tenant for Drive.
  • Security:
    Discovery Boards: Manage Delivered Discovery Boards
     domain in the System functional area.
You can use Workday-delivered discovery boards as a starting point when configuring discovery boards. You can make copies of Workday-delivered discovery boards and share them using Drive.
You can customize copied discovery boards by:
  • Adding visualizations to the discovery board.
  • Editing the copied discovery boards in Drive.
  • Removing visualizations.
Changes Workday makes to Workday-delivered discovery boards don't apply to copies.
  1. Access the
    Delivered Discovery Boards
     report.
  2. Select the discovery board you want to copy.
  3. Click
    Make a Copy
    .
Workday displays a link to the discovery board copy in Drive.
You can:
  • Customize the discovery board by adding visualizations.
  • Share the discovery board with users.

This content is not part of the Workday Administrator Guide.