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How to clone a template on Dashpivot Web
Sam avatar
Written by Sam
Updated over a week ago

Cloning a template very easy to do, and is essentially copying and pasting the underlying code behind a template.

Steps:

  1. Go to the folder where the template was originally created (Home/Team folder)

  2. In the Templates tab, select the checkbox of the relevant template

  3. Click Edit Template

  4. In the bottom left, click Show Raw Code

  5. Select all of the text, right click and click Copy

    • It is important to copy all of the text, and do not change any of it. If you do, it wont work

  6. Exit the template editor

  7. Go back to the templates section and click Add Template

    • You may need to un-select the original template to reveal this button

  8. Select Build Your Own and enter the details of your new template

  9. In the template editor, click Show Raw Code

  10. Remove any exisiting code & paste in your code

  11. Click Hide Raw Code to see all of the fields

  12. Click Save when you're done

Note: Team members are not able to add or edit templates, and hence will not be able to clone templates

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