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How to change a form name on Dashpivot Web

Learn how to change form names for your templates on your Dashpivot workspace

Erin Clazie avatar
Written by Erin Clazie
Updated over 2 weeks ago
  1. Navigate to the folder where the template was originally created (e.g either in the Home Folder/Team Folder)

  2. Click on 'All Templates'

  3. Select the template checkbox

  4. Click Edit Template

  5. Select the Settings tab

  6. Next to 'Form Name', you will see a pre-made list of different form names. Select the relevant one

  7. Click Save in the top right corner of the screen to finalise your changes

Note:

  • If you need a custom form name, select 'Other' in the Form Name dropdown. You'll see a field appear for free text entry

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