Hiding fields for PDF exports in Dashpivot lets you control what appears in a form’s exported PDF. You can hide a whole field or just some columns in a default table. This helps you tailor PDFs for specific audiences or purposes by leaving out information that isn’t needed or is sensitive. The data stays in the form. It is only left out of the PDF.
This feature applies to form PDF exports on Dashpivot Web.
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)
Device Type: Computer
Subscription: Dashpivot
Step-by-Step Instructions
How to hide a field in PDF exports
Go to Templates in your Home or Team folder.
Open the template you want to configure.
Click Edit Template.
Hover over Field Settings next to the field you want to hide.
Tick Hide in Form PDF Exports.
Click Save to apply the changes.
How to hide a table column in PDF exports
Use this when you want to keep a table in the PDF but leave out some of its columns. For example, you might hide a working column that a formula uses, or a column of internal notes.
Go to Templates in your Home or Team folder.
Open the template you want to configure.
Click Edit Template.
In the default table, click the … menu in the header of the column you want to hide.
Tick Hide in Form PDF Exports.
Repeat for any other columns you want to hide.
Click Save to apply the changes.
What happens in the PDF:
The hidden column’s header and cells are removed, and the other columns spread out to fill the width.
Photos in a hidden column are left out of the photo appendix and the Original photo files download.
Files in a hidden attachment column are not added to the end of the PDF.
Formula columns that use a hidden column still calculate and show their result.
If you hide every column in a table, the whole table is left out, including its title.
How to check which columns are hidden on a form
When you open a form, a column that has column settings shows an info icon in its heading. Hover over the icon to see Column information, which lists the settings that apply to that column, such as Hidden in Form PDF Exports or Excluded in Form Cloning.
Notes
Column-level hiding is available for default tables only. It isn’t available for prefilled tables yet. To hide a prefilled table, hide the whole field using Field Settings.
The field setting overrides the column settings. If Hide in Form PDF Exports is ticked in a table’s Field Settings, the whole table is hidden and its column checkboxes are disabled. Untick the field setting to change individual columns again. Any columns you ticked before stay ticked.
Only new forms are affected. Changes apply to forms created after you save the template. Existing forms keep the settings they were created with.
Hidden photos don’t use up photo numbers. With Sequential photo numbering turned on, photos from hidden fields and columns are skipped, so the remaining photos are numbered without gaps.
CSV and register exports are not affected. Hidden fields and columns still appear in CSV and register exports.
Hidden columns are left out of every form PDF. This applies when you download a single form, download PDFs from the register, or send a form.