Deploying a template in Dashpivot Web lets you allocate it to multiple folders (projects or teams) in your workspace. Once deployed, all updates or edits you make to the template will automatically appear in the folders where it’s deployed — so you don’t need to redeploy each time you change the template. You can deploy from the Home Folder (for company-wide access) or from within a specific project folder (team-level deployment) depending on your permissions.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard or above
Permission: Org Controller (for Home Folder deployment) or Project/Team Controller (for Team Folder deployment)
Skills Required: Dashpivot template management basics
Device Type: Computer
Subscription: Dashpivot Web access
Step-by-Step Instructions
Home Folder Deployment (Org Controllers only):
Go to the Home Folder, then click Template Library.
Select the checkboxes of the template(s) you want to deploy.
Click Deploy.
Note: If only one template is selected, click Manage Deployment.
Review the deploy confirmation modal. If the template has linked templates (children, grandchildren, or deeper), the modal shows the full template chain as an indented tree view with grey badges — so you can see exactly which templates will be deployed before you confirm.
Click on the folder(s) where you’d like to allocate the template(s).
Click Apply Changes.
Team Library Deployment (Project/Team Controllers):
Go into the required team folder.
Click Templates in the top right corner (if you don’t see this button, you may not have the necessary permission).
Click the Add Template button.
Select Deploy from Workspace library.
Select the templates you want and click Add to folder.
How Linked-Template Deployment Works
When you deploy a template, Dashpivot traverses the full linked-template tree — not just the template's direct children, but grandchildren and all deeper levels as well. All linked templates in the chain are deployed together automatically.
The deploy confirmation modal shows you this full chain as an indented tree view with grey badges before you confirm, so you always know what will be included.
System limits that apply to the full tree walk:
Depth cap: The deployment walk goes a maximum of 20 levels deep.
Volume cap: A maximum of 50 templates can be included in a single deployment.
Cycle detection: Dashpivot automatically detects and guards against circular links in the template chain. A template that links back to one of its ancestors will not cause an infinite loop — the cycle is detected and skipped.
If a linked-template chain reaches either cap, deployment stops at that point and templates beyond the cap are not included.