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How to edit Sketch Fields on Dashpivot Web

Learn how to add and adjust Sketch fields on Dashpivot Web when editing templates

Adriana De Souza avatar
Written by Adriana De Souza
Updated yesterday

Sketch fields on Dashpivot Web templates allow form users to draw or mark up images directly within a form. These fields are commonly used to capture visual information such as site layouts, defect locations, or annotations. Sketch fields are added and configured during template editing and are completed by users when filling out forms.

Video Walkthrough

Prerequisites

Before you begin make sure you have the following:

  • Plan: Standard (or higher)

  • Permission: Permission to edit templates in the relevant folder

  • Skills Required: Dashpivot

  • Device Type: Computer

  • Subscription: Dashpivot

Step-by-Step Instructions

  1. Open the template you want to edit in the Template Editor.

  2. Locate the Sketch field in the field list.

  3. Drag the Sketch field into the template.

  4. Click into the field label to update the label text if required.

    By default, the field label is set to 'Sketch'. However you can edit it by clicking directly into the field.

  5. Hover over the Sketch field to access available field options.

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