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Template Editing on Dashpivot Web - Manual Typed List vs Linked List
Template Editing on Dashpivot Web - Manual Typed List vs Linked List

Learn how to set up a lists within the form builder

Steph Rooney avatar
Written by Steph Rooney
Updated over a week ago

There are two ways to setup a list in a template:

  • Manually Typed - this is created directly in the form builder

  • Link to a List - this is created within the Lists section in Dashpivot, and linked to the template

Manual Typed List:

  1. In your List field, ensure the 'Manual Typed' icon is selected

  2. Enter the list item into the text field and select Add List Item when finished

    1. Note: If you're creating a manual list within a Table, you'll need to select Add to enter the item

  3. If you need to amend the item, click Edit to adjust the text or click the 'X' to remove the item altogether

Link to a List:

Note: With this option, you'll need to first ensure the list has been set up in the Lists section of Dashpivot, so you can link it to the template

Please follow this link for further details on how to create and populate Lists in the Home/Project Folders:

  1. In your List field, ensure the 'Link to a List' icon is selected

  2. Click the dropdown field to reveal the available lists & select the relevant one. It will then preview the list items below (Note: List preview is unavailable within Table fields)

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