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How to use the Web Preview on Dashpivot Web

Learn how to use the Web Preview to review your Dashpivot templates as you edit them

Erin Clazie avatar
Written by Erin Clazie
Updated over 2 weeks ago

When you are creating a template in Dashpivot, you can quickly switch to the Web Preview screen, and see how your template will look as a form - this makes it easy to ensure your templates are formatted the way you need.

You will be able to add data to certain fields within the Web Preview, to test out the functionality.

To access the Web Preview, follow these steps:

1. Access the Home Folder, or the Team folder if your template was created at the Team folder level

2. Select 'All Templates'

3. Select the relevant template, and click 'Edit Template

4. In the Template Editor, select 'Preview'

5. Flick back to the 'Edit' button if further adjustments are required

Video Walkthrough:

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