Templates on Dashpivot Web
By Sam and 5 others6 authors180 articles
- What is the Template Library in Dashpivot?
- What is a Template in Dashpivot?
- Where copy/paste works in Dashpivot
- What is Fields Editor in Dashpivot?
- What are Field Settings on Dashpivot Web?
- What fields are available in the Dashpivot template editor?
- How to add rows to a default table on Dashpivot Web
- How to Bulk Copy and Paste Data Into a Prefilled Table on Dashpivot
- How to bulk copy and paste data into Yes/No fields on Dashpivot Web
- How to clone only specific sections of a template into a new or existing template on Dashpivot Web
- How to change the template name on Dashpivot Web
- How to add multiple logos to your form headers on Dashpivot Web
- How to configure the header and footer for PDF exports on Dashpivot Web
- How to add a PDF to a template through a hyperlink on Dashpivot Web
- How to create custom PDF filenames for your exports in Dashpivot Web
- How to Add a Location to Your Dashpivot Templates
- How to use the List Property field in your templates on Dashpivot Web
- How to manage Template Tabs in your Template Library on Dashpivot Web
- How to export your template register to CSV on Dashpivot Web
- How to Set Up Workflow Notifications Using the Person Field on Dashpivot
- How to use the Person field in the template editor on Dashpivot Web
- How to Restore an Archived Template on Dashpivot Web
- How to use the Web Preview on Dashpivot Web
- Can I change the template type between Workflow and Timeline on Dashpivot Web?
- How to change the page orientation on Dashpivot Web
- How to change the Template ID on Dashpivot Web
- How to Change a Document Type on Dashpivot Web
- How to deploy a template on Dashpivot Web
- How to Delete a Template on Dashpivot Web
- How to control photos per page in PDF downloads on Dashpivot Web
- How to Set Up Workflow Notifications on Dashpivot
- How to set up Approval Signature Logic in Dashpivot Web
- How to Setup Workflow Templates on Dashpivot Web
- How to Use Custom Template Tabs on Dashpivot Web
- How to use settings for form thumbnails and form sorting on Dashpivot Web
- How to set up required fields in your templates on Dashpivot Web
- How the form counter works in Dashpivot
- How does Template Versioning and Template History work in Dashpivot?
- How to Convert Your Existing Documents Into Dashpivot Templates
- How to Access the Free Public Template Library on Dashpivot Web?
- How to Archive a Template on Dashpivot
- How to Clone a Template Using Manual Raw Code Cloning on Dashpivot Web
- How to Modify the Headers of Your Forms on Dashpivot Web
- How to Create a Template on Dashpivot Web
- How to Clone a Template Using the Clone Button on Dashpivot Web
- How to Apply Your Brand Color to Table Headers on Dashpivot
- How to edit and use Sitemate Profile Fields in Dashpivot Web templates
- How to Use Storm to Configure Timesheet Formulas in AI Templates
- How to Use Storm to Configure Formulas for Scoring System, Risk Matrix, Table Summary, and HAV Templates
- How to Add and Use the Actions Field on Dashpivot Web
- How to edit Date-Timezone Aware fields on Dashpivot Web
- How to set up approval signatures on Dashpivot Web
- How to add page breaks on Dashpivot Web
- How to Add and Configure a Scan Sitemate ID Field on Dashpivot Web
- How To Edit Photo Fields On Dashpivot Web
- How to add Manual Typed List and Linked List fields on Dashpivot Web
- How to use Default and Pre-filled Tables on Dashpivot Web
- How to edit Multiple Choice and Dropdown List fields on Dashpivot Web
- Template Editing on Dashpivot Web - Signature Fields
- How to edit Sketch Fields on Dashpivot Web
- How to edit Yes / No Fields on Dashpivot Web
- How to edit Date Fields on Dashpivot Web
- How to edit and use Text Fields in Dashpivot Web templates
- How to Configure Workflow Notification Email Subject Lines on Dashpivot Web
- How to add a Weather field in your Dashpivot templates
- How to Bulk Copy and Paste Data Into Manually Typed List Fields in Dashpivot
- How to Set Up Form Linking in Your Templates
- How to Use Repeating Group fields in Your Dashpivot Templates
- How to Edit Dashpivot Templates with Storm in the Template Editor
- How to Set Up Reminder Notifications for Expiry Dates in Form Templates on Dashpivot Web
- How to Set Up Reminder Notifications for Expiry Dates in the Actions Template on Dashpivot Web
- How to add a Sitemate Wallet field in your Dashpivot templates
- How to Use Default Values in Your Templates
- How to Detect Time Tampering
- How to Cross-Reference Tables in Formulas on Dashpivot Web
- Dashpivot Formulas Overview
- How to Auto-Number Rows in a Default Table on Dashpivot
- How to calculate date/time differences in a row on Dashpivot Web
- How to auto-populate dates when adding rows on Dashpivot Web
- How to Set Logic to Show Texts from List Drop-Down Selections on Dashpivot Web
- How to Populate Text or Numbers with Yes/No Selections in a Row on Dashpivot Web
- How to Populate Texts/Numbers from List Drop-Down Selections in a Row Table on Dashpivot Web
- How to Count Table Rows in a Default Table on Dashpivot Web
- How to Sum a Column at the Bottom of a Prefilled Table on Dashpivot Web
- How to Average a Column at the Bottom of a Prefilled Table on Dashpivot Web
- How to Duplicate Information from One Cell to Another Within One Table on Dashpivot Web
- How to Total Yes/No Selections at the Bottom of a Prefilled Table on Dashpivot Web
- How to Total Yes/No Selections from a Default Table to Another Table on Dashpivot Web
- How to Sum a Column from a Default Table Using Another Table (Cross-Referencing) on Dashpivot Web
- How to Average a Column from a Default Table Using Another Table Cross-Referencing on Dashpivot Web
- How to Generate a Score from a Table on Dashpivot Web
- How to use IF statements to display disclaimer text on Dashpivot Web
- How to generate a Pass/Fail result at the bottom of a table based on a count on Dashpivot Web
- How to generate an overall Pass/Fail based on score in a table on Dashpivot Web
- How to create a summary table at the bottom of a form on Dashpivot Web
- How to Add Up the Number of Rows of a Default Table on Dashpivot Web
- How to Calculate a Percentage Complete in a Dashpivot Table
- How to Format Date Fields in a Summary Table on Dashpivot Web
- How to total all instances of List dropdown items in a form on Dashpivot Web
- How to Total All Instances of Yes/No Items in a Form on Dashpivot Web
- How to Copy a Column from One Table to Another on Dashpivot Web
- How to Copy a Row from One Table to Another on Dashpivot Web
- Use Case Examples - Training: How to generate a % score from pass/fails from employee training
- Use Case Examples - Quality/Safety: How to generate a % score from pass/fails from inspections
- How to Calculate the Percentage of Rows Meeting Multiple Criteria in a Table (Dashpivot Web)
- Use Case Examples - Timesheets: how to total labour hours at the bottom of a table (incl. overtime, regular, total)
- How to Calculate a % Score Based on List Dropdown Selections in a Row on Dashpivot Web
- Use Case Scenarios - Timesheets (weekly timesheet): How to create a summary of labour hours from multiple tables (eg. broken down by total, normal, overtime)
- Use Case Scenarios - Timesheets (single employee with multiple projects): How to create a summary of labour hours from multiple tables (eg. broken down by total, normal, overtime)
- Use Case Scenarios - Timesheets (multiple teams): How to create a summary of labour hours from multiple tables (eg. broken down by total, normal, overtime)
- How to Use Formulas in Dashpivot Templates
- Full list of supported formulas in Dashpivot
- Current formula limitations in Dashpivot
- Helpful time formulas in Dashpivot (with examples)
- Financial Formulas in Dashpivot (with examples)
- Information formulas in Dashpivot (data validation and error checking)
- Logical formulas in Dashpivot (with syntax and examples)
- Text formulas in Dashpivot (with syntax and examples)
- Lookup formulas in Dashpivot (with syntax and examples)
- Statistical formulas in Dashpivot (with syntax and examples)
- Operator formulas in Dashpivot (arithmetic and comparison functions)
- Math and trigonometry formulas in Dashpivot (with syntax and examples)
- How to do a Date and Time calculation on Dashpivot Web
- How to Populate a Number Based on a Dropdown Selection on Dashpivot
- How to Populate Text Based on Number Entered on Dashpivot Web
- How to Combine Cells Together on Dashpivot Web
- How to Calculate a Daily Cost on Dashpivot Web
- Can I add colors to words populated by a formula in Dashpivot Web?
- How to Configure INDEX and MATCH Formulas on Dashpivot
- How to Calculate Ordinary Hours in a Single Entry Timesheet on Dashpivot Web
- How to Calculate Time & Half Hours in a Single Entry Timesheet on Dashpivot Web
- How to Calculate Double Time Hours in a Single Entry Timesheet on Dashpivot Web
- Formula Shows Blank or Zero When Referencing a Field
- Lists Overview
- How to Upload a List with List Items and Properties on Dashpivot Web
- How to Set Up List Properties on Dashpivot Web
- How to Setup a Dropdown List in a Template on Dashpivot Web
- How to Change the Colour of List and Dropdown Items on Dashpivot Web
- How to Deploy a List on Dashpivot Web
- How to Archive a List on Dashpivot Web
- How to Create and Populate a List on Dashpivot Web
- How to Un-Deploy a List on Dashpivot Web
- What list property types are available?
- How to Set Up Notifications for List Property Expiry Dates on Dashpivot Web
- How to Manage the List Property Columns on Dashpivot Web
- Can I set up a list in a team folder?
- How to Archive and Restore List Items on Dashpivot Web
- How to Sort and Filter Lists on Dashpivot Web
- How to Search for a List in the List Module on Dashpivot Web
- List Property Table Cell in Dashpivot: Overview and how it works
- What can you do with a default table in Dashpivot Web?
- What languages and special characters are supported in Dashpivot PDF exports?
- What are the different types of signatures in Dashpivot?
- Can multiple people edit a form at the same time in Dashpivot?
- Can I add attachments to a form on Dashpivot Web?
- How to Revert a Form to a Previous Version in Dashpivot
- Are electronic signatures from Dashpivot legally admissible in Australia?
- How to download forms on Dashpivot Web
- How to Send a Form as a PDF on Dashpivot Web
- How to Clone a Form on Dashpivot Web
- How to Delete a Single Form on Dashpivot Web
- How to markup PDFs in Dashpivot
- How form versioning works in Dashpivot
- How to view changes made to a form on Dashpivot Web
- How to bulk delete forms on Dashpivot Web
- How to create a form on Dashpivot Web
- How to Bulk Copy and Paste Data Into a Default Table on Dashpivot
- How to Edit a Form on Dashpivot Web
- How to Bulk Edit Tables on Dashpivot Web
- How to Hide Fields for PDF Exports on Dashpivot Web
- How list colours appear on Dashpivot PDF exports
- How selected multiple choice items display on Dashpivot PDF exports
- How to Archive a Form on Dashpivot
- How to Bulk Create Forms on Dashpivot
- Helpful date formulas in Dashpivot (with examples)
- What is Conditional Logic in Dashpivot?
- How to set up conditional logic in Yes / No questions on Dashpivot Web
- How to Use Conditional Logic in Dashpivot Site Diaries and Daily Reports
- How to Use Conditional Logic in Dashpivot Checklists and Inspections
- How to Use Conditional Logic in Dashpivot Pre-starts and Toolbox Talks