Cloning a template in Dashpivot Web lets you create a new template based on an existing one by copying its underlying code. This is useful when you want to replicate a template’s structure, fields, and logic without rebuilding it from scratch — especially for standard checklists, forms, or workflows you use repeatedly.
Video Walkthrough
Prerequisites
Plan: Dashpivot Standard
Permission: Org Controller (and higher)
Device Type: Computer or Tablet
Subscription: Active Dashpivot Web workspace
Step-by-Step Instructions
Go to the Home or Team folder where the template you want to clone was originally created.
In the Templates tab, tick the checkbox next to the template you want to clone.
Click Edit Template to open the template editor.
In the bottom-left corner of the editor, click Show Raw Code.
Select all of the code and copy it. Ensure all text is copied without making any changes.
Exit the template editor.
Go back to the templates section and click Add Template, then click Create new template.
Select a template type (Timeline or Workflow).
In the template editor, click Show Raw Code.
Delete any existing code and paste in the copied raw code from the original template.
Click Save.
Note: Team members are not able to add or edit templates, and hence will not be able to clone templates