Creating a form on Dashpivot Web allows users to generate new records from an existing template to capture project or operational information. Forms are used to document activities, inspections, reports, and other structured data within Dashpivot. This guide is for users who need to create and manage new form entries using Dashpivot Web.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All plan types
Permission:
Home Folder – Org Member (or higher).
Team Folder – Team Member (or higher).Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot
Step-by-Step Instructions
Navigate to the Home or Team folder where you want to create the new form.
Select the Templates tab at the top of the folder view.
Click the relevant template you want to use for the form.
Click the green Add button in the top-right corner to create the form.
