Dashpivot Web allows you to quickly create Yes/No checklist questions by copying and pasting items directly from a spreadsheet or document. This method reduces manual entry and improves efficiency when building or editing checklist-style templates. This article explains how to bulk paste checklist items into Yes/No fields in the Template Editor.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Org Controller
Skills Required: Dashpivot, Excel navigation
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Log in to Dashpivot Web and open the template in the Template Editor.
Add a Yes/No field to your template.
(Optional) Configure logic on the Yes/No field, such as triggering a photo or comment when “No” is selected.
In your spreadsheet or document, prepare a list of checklist items (for example, numbered questions).
Select and copy the list of checklist items.
In the Template Editor, click on the field name of the Yes/No field.
Paste the copied checklist items.
Review the generated Yes/No questions to confirm they have been created correctly.
Click Save to apply your changes.
Notes
Each pasted line creates a separate Yes/No checklist item.
Configure required settings in the original Yes/No field before pasting. If the field needs to be required, include a Comment box, or enable the N/A option, apply these settings first so they automatically transfer to all checklist items created during bulk paste.
If copying from Excel, remove cell formatting before pasting. Formatting such as borders, fonts, or wrapped text may cause the pasted content to display incorrectly.
Any logic configured on the original Yes/No field applies to all generated checklist items.