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Templates on Dashpivot Web

6 authors162 articles

Getting Started with Templates on Dashpivot Web

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 is Conditional Logic in Dashpivot?
What are Field Settings on Dashpivot Web?
What fields are available when editing templates?
How to add rows to a default table on Dashpivot Web
How to bulk copy and paste data into a pre-filled table on Dashpivot Web
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 field in 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
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 Change the Headers of Your Forms on Dashpivot Web
How to control photos per page in PDF downloads on Dashpivot Web
How to set up workflow notifications in Dashpivot Web
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 edit headers and footers in your templates on Dashpivot Web
How to use settings for form thumbnails and form sorting on Dashpivot Web
How to set up conditional logic in Yes / No questions on Dashpivot Web
How to set up required fields in your templates on Dashpivot Web
How the form counter works in Dashpivot
Template versioning and Template History 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

Using Formulas on Dashpivot Web

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 - Safety: how to create a summary of incidents and incident rate
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