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How to Add a Location to Your Dashpivot Templates

Learn how to set up location fields and table cells in your Dashpivot templates to capture locations in your form

Written by Sam

Dashpivot supports two ways to capture GPS location data in your forms:

  • Location table cell: A default or prefilled table cell type that captures location data in forms

  • Location field: A standalone field captures location data and displays a map thumbnail in forms

Both types are available on all Dashpivot plans. Location data can only be captured on Dashpivot Mobile or Sitemate Mobile (coming soon for Location field). On Dashpivot Web, captured locations are displayed (including a live map thumbnail) but cannot be submitted from web.

Prerequisites

Before you begin make sure you have the following:

  • Plan: Standard, Pro, Premium, or Platinum

  • Permission: Org Controller

  • Skills Required: Dashpivot

  • Device Type: computer/browser

How to add a location table cell

A location table cell lets you add a location column to any default or prefilled table in your template. This is useful when you need to log multiple locations in a single form, for example, recording the location of each defect or hazard in an inspection table.

Step-by-Step Instructions

  1. Access your Home Folder from the left-hand navigation menu, then open the Template Library.

  2. Select the template where you want to add a Location field, then click Edit Template in the top menu.

  3. In the Template Editor, ensure your template has a table (default or pre-filled). If not, drag a table field from the left-hand menu into the template.

  4. Insert columns in the table as needed. In the table cell type dropdown for a column, select Location from the available cell types.

  5. Once the Location cell is configured, click Save in the top right corner to finalise the changes.

Note

The Required setting for location columns applies to mobile only. Because location capture is not available on Dashpivot Web, enabling Required will only enforce validation when the form is filled out via Dashpivot Mobile or Sitemate Mobile.

How to add a location field

Location field is ideal for use cases where a single location stamp is needed per form, such as an incident report, toolbox talk, timesheet, or site inspection. Unlike for the Location table cell, forms will display a map thumbnail, showing where the location was captured.

Step-by Step instructions

  1. Create a new template or open an existing one to edit it

  2. In the template editor, drag the location field into your template.

  3. Save your template.

Note: Location data is always excluded from form cloning. When a form with a location field is cloned, the location will be blank on the new form. Location data can only be captured using the Dashpivot Mobile or Sitemate Mobile apps.


Plan limits

The number of location fields and location table cells you can add across your templates is shared from a single plan limit.

To check your current usage, go to Home Folder Settings > Dashpivot Usage.

Standard: 3 locations per template
Pro: 6 locations per template
Premium: 10 locations per template
Platinum: 20 locations per template

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