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How to clone only specific sections of a template into a new or existing template on Dashpivot web

Learn how to only clone specific fields from an existing template into a new or existing template on Dashpivot web

Alice Foglino avatar
Written by Alice Foglino
Updated over a week ago

You can duplicate parts of a Dashpivot template (e.g. tables or fields) by copying and pasting part of their raw code. This is useful when reusing content across templates or inserting content after a page break.

For this method, we recommend having two opened tabs to navigate between - as it requires some copying and pasting data between templates

To copy a field to an existing, separate template, follow these steps:

1. Access the Template Editor, by selecting your template > Edit Template

2. Add markers to identify the section to copy - these markers make it easier to locate the correct section in the raw code view:

  • Add a text field before the section you want to copy and label it something like START

  • Add another text field after the section and label it END

3. Open the raw code editor for the template, by clicking 'Show Raw Code' in the bottom left corner of the screen

4. Use Ctrl + F (or Command + F on Mac) to search for your START marker - this helps you find the beginning of the section

5. Do the same to find END

6. Copy everything between the START and END markers in the raw code

7. Go to the template where you want to paste the section

8. Add a text field to mark the insertion point (e.g. label it PASTE HERE or something easily identifiable)

9. In the raw code editor, search for PASTE HERE

10. In the raw code editor, find the PASTE HERE marker, press Enter after the comma as seen on the below screenshot, then paste the copied section

11. Exit the raw code editor, selecting 'Hide Raw Code' to confirm the section has been inserted correctly

12. You should now see the copied tables (or other content) in the new location

13. Delete the temporary markers (START, END, PASTE HERE) to clean up the template

To copy a field to a new template, follow these steps:

1. In the Home Folder or relevant Team folder, select 'Add Template'

2. Add a text field to use as your insertion point (START)

3. Do the same for your end point (END)

4. Open the raw code editor by clicking 'Show Raw Code' in the bottom left corner, search for the START marker, locate the comma as seen below, press enter and paste your code

5. Save and preview - your copied content should now appear in the new template

6. Don't forget to remove your markers

Note:

  • Markers (text fields) are only used to help navigate the raw code - they can be removed once pasting is complete

    • You don’t have to label them exactly 'START' or 'END' - use whatever works best for your team

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