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A document’s URL includes its identifier, and that’s the part people actually save when they bookmark a dashboard or app. This guide uses document to mean either one. If you build a replacement and publish it at a new URL, the old bookmark doesn’t follow along. It keeps pointing at the original. Since you can’t reach into everyone’s browser to update a saved bookmark, the fix is to move the identifier itself from the old document to the new one. Identifiers must be unique across your organization, so this has to happen in two steps: free it up on the old document, then claim it on the new one.

Requirements

  • A Manager or higher content role on both documents, which is required to access document settings
  • The old document you’re replacing, and the new one that should take its place

Steps

1

Free up the old identifier

Open the document you’re replacing and change its identifier to something else. The exact value doesn’t matter, as long as it’s unique, so appending -old or -archived works fine.In a published dashboard or app, navigate to File > Document settings and locate the Identifier field.Update the Identifier field and save. This frees up the original value so it’s available for the new document to use.
2

Assign the freed identifier to the new document

Open the document that should replace the old one, and set its Identifier field to the value you just freed up: the same one from the original bookmarked URL.Save your changes.
Identifier changes take effect immediately. The next time someone opens the bookmarked link, it will load the new document instead of the old one.

Next steps