Forms in Dashpivot can be edited depending on whether they are created from Timeline or Workflow templates, as well as the user’s permissions. As forms move through the workflow, sections may become locked after signatures are applied. This guide explains how to edit workflow forms, including how to update unlocked sections and reset workflows when further changes are required.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor can only edit their own forms
Skills Required: Dashpivot Navigation
Step-by-Step Instructions
Editing Timeline Forms
Navigate to the team folder where the form is stored.
Click the Templates tab.
Select the relevant template.
Open the form you want to edit.
Update the fields directly within the form.
Click Save (top right) to apply your changes.
Editing Workflow Forms (Before Signature)
Open the form in the workflow.
Click into any field to make changes.
Click Save (top right).
Editing Workflow Forms (After Signature)
Open the form in the workflow.
Scroll to the signature line.
Edit fields below the signature line only.
Click Save (top right).
Resetting Workflow to Edit Locked Sections
Open the form in the workflow.
Click Request or Reset workflow (if available).
Select the column to move the form back to.
Click Save.
Edit the unlocked section.
Click Save again.
Notes
For Timeline templates, anyone with access to the folder can edit forms.
For Workflow templates:
Unlocked fields can be edited as usual.
Once a section is signed, all preceding fields are locked.
You can only edit or add information below the signature line.
You may not see reset options depending on your permission settings.
All changes are tracked in the Show Activity panel.