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How to bulk create forms on Dashpivot

Learn how you can bulk create forms on your Dashpivot workspace to streamline your processes

Alice Foglino avatar
Written by Alice Foglino
Updated this week

To speed up the creation of forms in Dashpivot, you can upload a CSV file to generate multiple forms with pre-populated fields, rather than creating them individually.

To bulk create forms, follow these steps:

1. Go into a Team folder, access 'All Templates'

2. Select a template in your Team folder

3. Click 'Bulk Create'

4. Click Download CSV template to see which fields can be filled in via CSV

5. Prepare your CSV file with correct formatting. Each row in your CSV will create one form

Excel view of populated CSV:

6. Upload your CSV

7. Click Create forms

File requirements:

When preparing your CSV file to upload, ensure it meets these requirements:

  • File size: Maximum 5MB

  • File format: Must be a CSV file (.csv only)

  • Header row: Must include a header row with column names that match field names in your form exactly

  • Unique column names: All column headers must be unique - no duplicates allowed

Supported field types:

Currently, forms with these field types can be bulk created:

  • Single Line Text

  • Single Date (Plain)

  • Single Date (Timezone Aware)

  • Expiry Date (Timezone Aware)

Note: Only forms with the supported field types listed above can be bulk created. Any fields inside logic fields are not supported

Formatting requirements

Single Line Text:

  • Alphanumerical characters only

  • Maximum 1,000 characters per field

  • Example: "Transformer Unit 001"

Date fields (Single Date, Expiry Date):

  • Format: DD/MM/YYYY

  • Example: 29/02/2024

  • Note: In Excel, go to Format Cells > Number and select correct formatting

Pro Tips:

  • Test with a small batch first: Try uploading 5-10 forms initially to ensure your CSV formatting is correct

  • Removing data: To remove data from a CSV row, Delete the entire row. Using Clear contents will NOT remove the row from upload

  • Tables not supported: Default tables and Prefilled tables cannot be populated via CSV upload. Single Text and Single Date fields within tables will not be filled in during bulk creation

  • Required fields: If you have a Timeline template that has required fields not supported by bulk create, you'll need to update those fields to unrequired

  • Empty cells: Empty cells will result in blank fields in the created forms

  • Existing forms: Existing forms will not be affected. Only new forms are created

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