The List Library in Dashpivot allows you to manage reusable lists that can be applied across templates and forms. Uploading and downloading lists helps you efficiently update, back up, or bulk edit list data using a CSV file. This feature applies to the List Library within Dashpivot on web.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission:
Home Folder – Organisation Controller (or higher)
Project Folder – Project Controller (or higher)
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Prepare your CSV file:
Ensure the file has a header row.
Ensure property column items are formatted to match the corresponding data types in Dashpivot.
If specifying a shade for list items, include a colour column as the second column and enter valid hex codes for every list item.
Ensure the first list item colour cell contains a valid hex code and is not left blank.
Format property columns in the CSV using the following accepted formats:
Text: Alphanumerical characters only (e.g. Jane Smith).
Number: Numerical characters only (e.g. 12345).
Date/Date Expiry: DD/MM/YYYY (e.g. 29/02/2024).
Colours: Hex code format (e.g. #E2514D).
In Dashpivot, go to Lists.
Create a new list or open an existing list.
Set up the property columns in the Dashpivot list to match the property data types in your CSV file.
Click here to see a sample file you can use to set up your CSV file to upload into Dashpivot.
Click the upload icon and select Upload List Items and Properties.
Select the CSV file you want to upload (maximum 10MB).
Click Upload.
Example
Here are some formatting examples for each property type:
Property Type | Accepted Formatting | Sample |
Text | Alphanumerical characters only | Jane Smith |
Number | Numerical characters only | 12345 |
Date/Date Expiry | DD/MM/YYYY | 29/02/2024 |
Colours | #000000 (You can reference the cheat sheet below) | #E2514D |
How to Download a List from the List Library
Open an existing list.
Click the Download icon at the top of the Items column.
Notes
Uploading of excel files (.xls or .xlsx) are not supported, only .csv files are accepted. This is a common format, which can be downloaded from Excel, Google sheets and most other software platforms.
Existing list items will be overwritten if you re-upload.
Uploading a CSV file with no colour column, will add all list items with default colour 'none.'
Incorrectly formatted cells in the CSV file will be uploaded blank unless resolved prior to upload.
Downloading the list will include all items and associated property types, along with links to attachments on Dashpivot. Additionally, hex codes representing colours corresponding to each list item will be included in the download.