Dashpivot Web allows you to clone specific sections from an existing template into either a new template or an existing one. This helps streamline template creation, maintain consistency, and avoid rebuilding repeated sections manually. This article explains how to clone selected sections using the Template Editor.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Access the Template Editor, by selecting your template > Edit Template
Add markers to identify the section to copy - these markers make it easier to locate the correct section in the raw code view:
Add a text field before the section you want to copy and label it something like
STARTAdd another text field after the section and label it
END
Open the raw code editor for the template, by clicking 'Show Raw Code' in the bottom left corner of the screen.
Use
Ctrl + F(orCommand + Fon Mac) to search for yourSTARTmarker - this helps you find the beginning of the section.
Do the same to find
END
Copy everything between the
STARTandENDmarkers in the raw code
Go to the template where you want to paste the section.
Add a text field to mark the insertion point (e.g. label it
PASTE HEREor something easily identifiable).
In the raw code editor, search for
PASTE HERE
In the raw code editor, find the
PASTE HEREmarker, pressEnterafter the comma as seen on the below screenshot, then paste the copied section.
Exit the raw code editor, selecting 'Hide Raw Code' to confirm the section has been inserted correctly
You should now see the copied tables (or other content) in the new location.
Delete the temporary markers (
START,END,PASTE HERE) to clean up the template
To copy a field to a new template, follow these steps:
In the Home Folder or relevant Team folder, select Add Template.
Add a text field to use as your insertion point (
START)
Do the same for your end point (
END)Open the raw code editor by clicking 'Show Raw Code' in the bottom left corner, search for the
STARTmarker, locate the comma as seen below, press enter and paste your code.
Save and preview - your copied content should now appear in the new template.
Don't forget to remove your markers.
Note
Markers (text fields) are used only to help navigate raw code during copying and pasting. They can be removed once the process is complete, and they do not need to be labelled specifically “START” or “END” — use naming that suits your team.
You can duplicate parts of a Dashpivot template (such as tables or fields) by copying and pasting sections of raw code. This is useful for reusing content across templates or inserting content after a page break.
It is recommended to have two browser tabs open when performing this process, as it requires copying and pasting data between templates.