When creating or editing a template using the template editor, you can choose from a range of field types to structure the information your team captures. Each field serves a different purpose — from simple text inputs to advanced attachments and integrations.
Field types available in the Fields Editor:
Counter – Create custom, unique identifiers for your forms
Actions – Add actions that allows you to assign actions to other Dashpivot users in the workspace
Text – Capture written input or display preset text:
Single line text
Multi line text
Prefilled text
Date – Capture date and time information:
Single date
Date range
Single date & time
Date & time range
Timezone-aware date
Expiry date
Yes/No – Capture binary responses:
Yes/No
Yes/No/NA (with optional text variants)
List – Provide selectable options:
Multiple choice
Dropdown
Table – Group related fields:
Default table
Prefilled table
Sitemate Integration – Pull or scan external data:
Scan Sitemate ID
Signature – Capture approvals or confirmations:
Signature
Sign manually
Approval signature (workflow templates)
Photos – Upload images (XS, S, M, L, XL sizes available)
Person – Assign or capture a user
Single person
Sketch – Draw or overlay text boxes after saving the template
Location – Capture location data
Page Break – Improve layout by separating sections
Relationship – Link related forms together for traceability and cross-form visibility.
For example, raise an NCR from an inspection or create lot records under a single ITP.
Note: Availability depends on your plan. Standard = not available; Pro = up to 3 per template; Premium = up to 10 per template; Platinum = up to 50 per template; Free Trial = up to 50 per template.
Weather — Capture real-time site weather conditions:
Single Day Weather