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Template Editing on Dashpivot Web - Yes/No Fields

Learn more about Yes/No fields and how to include them in your Dashpivot templates

Erin Clazie avatar
Written by Erin Clazie
Updated over 3 weeks ago

There are 4 types of Yes/No fields available in our form builder:

  • Yes/No: Allows selection between "Yes" or "No" options, in response to a set question/description

  • Yes/No/NA: Provides options to select "Yes" "No" or "NA" (Not Applicable), in response to a set question/description

  • Yes/No with Text: Provides selection between "Yes" or "No", in response to a set question/description. The field is also coupled with a text field to add further comments or descriptions.

  • Yes/No/NA with Text: Provides selection between "Yes", "No" or "NA" (Not Applicable), in response to a set question/description. The field is also coupled with a text field to add further comments or descriptions.

By default, the field label is set to 'Yes/No'. However you can customise it by clicking directly into the field. You'll also be able to amend the additional label text too by following the same steps.

There is also the flexibility to switch between various Yes/No field types. Simply hover over the field icon to reveal the available options and make your selection.

Copy/pasting Yes/No questions into the Template Editor:

To set up your Yes/No questions in a more automated way, you can now copy/paste them from an Excel spreadsheet into your template.

Tip:

  • Clear formatting in Excel before pasting

    • If you're copying data from an Excel file, make sure to remove any cell formatting first. Formatting like borders, fonts, and wrapped text can sometimes cause the pasted content to appear incorrectly

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