Dashboard Templates

Templates help you standardize reporting across teams and customers without rebuilding dashboards from scratch.

This guide explains:

• How templates work
• How applying a template works
• How updating template-based dashboards works
• How to avoid overwriting custom work

How templates work

A template is a reusable blueprint. It saves dashboard structure and logic, not live data.

What a template includes

• Widget layout and widget settings
• Calculations
• Modified dataset definitions
• Filter variable definitions

What a template does not include

• Live data values
• Existing share links
• Dashboard group assignments
• Your current filter selections

When you apply a template, Resplendent creates (or updates) dashboard content and connects it to the integration(s) you choose.

Template types

In Template Gallery, you may see two types:

• Dashboard templates: full multi-widget dashboard layouts
• Widget templates: single widgets that can be copied or used to update an existing widget

Permissions and access

To create templates from dashboards, you need template creation access.

To apply templates, you must also have access to the required datasets/integrations. If access checks fail, template application is blocked until those issues are fixed.

Apply a template

Open Template Gallery

1. Go to Dashboards → Templates
2. Choose an integration category
3. Browse or search templates
4. Click Apply (or Update if it is already in use)

You can preview a template before applying.

What happens during apply

The apply flow may include these steps, depending on the template:

1. UTC warning (if your profile timezone is UTC)
2. Integration check
   • Choose the integration connection(s) to use
3. Copy or Update (widget templates)
   • Copy to New Dashboard or Update Existing Widget
4. Dashboard selection (widget copy flow)
5. Tier limit check
   • Verifies applying the template won’t exceed your plan limits
   • Shows current usage and how many additional resources are needed
   • Blocks application if limits would be exceeded
6. Update dependencies
   • Optionally choose exactly which dependent items should be updated
   • You can also turn Update Column Links on or off from this step
7. Dataset access check
   • Must pass before template is queued
8. Apply template

After submission, Resplendent queues the apply job and shows a confirmation toast.

The dashboard list keeps these jobs up to date automatically. If your connection drops and reconnects, the list refreshes again. While a template job is still running, the dashboard list also rechecks status about every 30 seconds.

Applying vs updating: what is the difference?

First-time apply

If the template is not in use yet, Apply creates template-based content connected to your selected integrations.

Updating an existing template-based dashboard

For dashboard templates already in use, the action button changes to Update.

Choosing Update re-applies the template logic to linked content so it matches the latest template version.

Template status on dashboards

For linked dashboards, dashboard list status can show:

• Applying Template: update/apply is running
• Template Applied: latest apply succeeded
• Template Failed: apply failed (check notifications)
• May Have Stalled: apply has taken unusually long

How to update safely (without losing custom work)

When applying updates, dataset and dependency updates can overwrite prior manual edits.

Use this safer process:

1. Open template apply flow
2. On Update Dependencies?, choose whether to manually select items to update
3. If you enable manual selection, uncheck items you do not want overwritten
4. Set Update Column Links based on whether you want existing column links updated
5. Continue and apply

If you need a fully custom dashboard that no longer receives template changes, disconnect it from the template.

Disconnect a dashboard from a template

Disconnecting stops future template updates for that dashboard.

1. Open Dashboards list
2. Find the dashboard
3. Click Disconnect from Template in the action menu

After disconnecting, the dashboard becomes independent.

Update a template definition (author workflow)

Templates are not directly edited in place. To revise one:

1. Create/use a dashboard based on the existing template
2. Make your changes
3. Save it as a template (new template version/workflow)
4. Optionally delete the older template if no longer needed

Troubleshooting

Template apply blocked by tier limits

If the tier limit check shows you would exceed your plan limits:

1. Review the error details to see which resources are at capacity (dashboards, widgets, or datasets)
2. Note your current usage vs. limit for each resource type
3. Choose one of these options:
   • Upgrade your tier - Go to Company → Subscription to access higher limits
   • Free up resources - Delete unused dashboards, widgets, or datasets before applying
   • Apply to existing - For widget templates, choose to update an existing widget instead of creating a new one

Template apply is blocked by dataset access

• Confirm the integration is connected and healthy
• Confirm required tables are available
• Resolve any table-level access errors shown in the dialog

Template apply failed or seems stuck

• Check notifications for failure details
• If a template job runs too long, Resplendent marks it as failed after 5 minutes and shows an error notification
• If status shows May Have Stalled, open the dashboard and verify current state
• Retry apply/update after fixing access or mapping issues

Result does not match expectations

• Confirm you selected the correct integration mapping
• Review dependency selections from the apply flow
• Check whether column links were updated or preserved

Related docs

• Creating Dashboards
• Modified Datasets
• Data Sources