Web Preview in Dashpivot Web lets you quickly view your template as a form while you’re editing it. This helps ensure your layout, formatting, and field functionality look and work the way you expect before publishing or deploying the template. In Web Preview you can even enter sample data in certain fields to test functionality.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Standard or above
Permission: Permission to edit templates in the relevant folder (Home Folder or Team Folder)
Skills Required: Dashpivot template editing basics
Device Type: Computer (web browser)
Subscription: Dashpivot Web access
Step-by-Step Instructions
Go to the Home Folder (or the Team Folder where the template was created).
Select Template Library/Templates.
Select the template you want to preview and click Edit Template.
In the Template Editor, click Preview to switch into Web Preview mode and see how the form will look.
If you need to make further adjustments, click Edit to return to the editor.