Default and Pre-filled tables in Dashpivot Web templates control how table rows appear when a form is created. A Default table starts empty and requires users to add rows manually when filling out the form. A Pre-filled table contains rows that are already added at the template level, allowing users to complete or update information without adding rows themselves. These table types are selected during template editing.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Org Controller or Project Controller
Skills Required: Dashpivot
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
Open the template you want to edit in the Template Editor.
Drag a Table field into the template.
Select the table to open the table editor.
Default table setup:
Select the Default table option.
Add the required fields into the table columns. To keep the header visible while users enter data, hover over Field Settings and select Freeze Header Row.
Hover directly through the Field Settings and click 'Freeze Header Row'.
Note: If required, adjust the table layout using the Display on mobile option.
Pre-filled table setup:
Select the Pre-filled table option.
Add the required fields into the table columns.
Add rows to the table at the template level so they appear when the form is created.
Use Field Settings to freeze either the header row or the first row if required.
Populate any fixed or reference data in the pre-filled rows if required.
Click directly into the table field label to update it from the default value if needed.
Hover over Field Settings in the Prefilled Table, then toggle Freeze First Column to keep the first column fixed.
Notes
Default tables require users to add rows manually when completing a form.
Pre-filled tables include rows by default and guide users to complete predefined rows.
Pre-filled rows can be edited but cannot be removed.
Freeze First Column is only supported in pre-filled tables.
Tips
Use pre-filled tables when a consistent set of rows is required across all forms.
Use default tables when the number of rows may vary between forms.
Available Table Field Types
There are multiple field types available within both Default & Prefilled Tables - this specifies how the user can input the information.
Type | Description |
Text | Allows users to input alphanumeric characters and symbols in a form |
Prefilled Text | Text field with pre-existing content, often used for reference e.g Company Address. Allows some of the formatting options available in Prefilled Text Fields: bold text, underlined text, metrics symbols, text colour, list formatting, image upload, hyperlink |
Number | Accepts numerical values only |
Date | Enables input of a specific date |
Date - Timezone Aware | Enables input of a specific date that displays the date adjusted to the viewing user's timezone. |
Time | Enables input of a specific date in hours and minutes
|
List | Provides a dropdown for choosing items from predefined list (see article on the different list types available for more info) |
List Property | Allows list property values to populate in a table column when a List item is selected. A List field must first be selected from the preceding column in order to select it from a reference list selection
See article on how to how to set up list property table cells for more info. |
Signature | This field will automatically record the name, date, time & signature of the user logged into Dashpivot/Sitemate |
Signature Manually | Allows users to input their first name, last name, company & signature manually |
Attachment | Enables users to upload PDF documents |
Photo/Video Reference | Allows users to attach photos and/or videos |
Formula | Computes values based on predefined formulas. Can cross-reference cells only from another Default or Pre-filled table and cannot cross-reference values from other template field types |
To change the field type, click on the dropdown arrow (underneath the column name) to reveal the available options:
Display size of photos in tables
Photo display size can be set for both Default and Pre-filled tables. Available sizes depend on the column width:
Small columns: XS, S
Medium columns: XS, S, M
Large columns: XS, S, M
Extra-large columns and above: XS, S, M, L
Adjusting column widths
Column widths can be adjusted using the dropdown at the top left of each column, with sizes ranging from XS (Extra Small) to XXXL (Extra Extra Extra Large). All column widths are compatible with all cell types except XS, which supports only Text, Number, Prefilled Text, and Formula fields. If selected column widths exceed the printable page width, an error message is displayed.
Managing rows and columns
To add, remove, or reorder columns or rows, select the … menu within the table field. For XS columns, columns can be expanded or collapsed in the Template Editor to improve visibility.
Display Size of Photos in Tables
You can set the display size of photos inside default and prefilled tables. Choose between XS, S, M, and L to ensure images are displayed at the right level of detail in your forms.
Note: There available size options depends on the column width:
Small columns: XS, S
Medium columns: XS, S, M
Large columns: XS, S, M
Adjusting Column Widths
Column widths can be adjusted using the dropdown at the top left of each column, with sizes ranging from XS (Extra Small) to XXXL (Extra Extra Extra Large). All column widths are compatible with all cell types except XS, which supports only Text, Number, Prefilled Text, and Formula fields. If selected column widths exceed the printable page width, an error message is displayed.
Managing rows and columns
To add, remove, or reorder columns or rows, select the … menu within the table field. For XS columns, columns can be expanded or collapsed in the Template Editor to improve visibility.