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How to Set Up List Properties on Dashpivot Web

Learn how to configure and add list properties to enrich and track data in your Dashpivot lists

Written by Sam
Updated over a week ago

List properties in Dashpivot allow you to attach extra information to items in your lists. These properties (such as text, number, date, expiry, etc.) help you store and track richer metadata against list items β€” for example employee details, asset attributes, or expiry dates β€” which can then be referenced in templates, forms, analytics, and workflows. This guide walks you through setting up list properties on a list.

Video Walkthrough

Prerequisites

  • Plan: Any Dashpivot Plan

  • Permission: Org Controller or appropriate controller role with ability to edit lists

  • Skills Required: Dashpivot

  • Device Type: computer

  • Subscription: Dashpivot Web

Step-by-Step Instructions

  1. Open the list you want to edit in the Lists section of Dashpivot Web.

  2. Click the Add Property button at the top right-hand side of the list view.

  3. If there are already multiple properties, scroll to the right to locate the button.

    • Note: If there are already a few properties set up, you may have to scroll to the right of the screen to see the button

  4. Choose the property type you want to add (e.g., Text, Number, Date).

  5. Enter the Property Name you want for that column.

  6. Press Enter on your keyboard to save the new property.

  7. To insert a new property column between existing ones, click the three dots on the column header and select Insert Column Left/Right before adding the property details.

Note

You can also insert a new property between pre-existing columns. Simply click on the three dots at the top of the column and select Insert Column Right or Left.

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