Pivot App - Include Pivot Charts in Workspace Template

Kelly Gabel

Our team has recently started using the Pivot app to source many of our program based dashboards. We have a Workspace template that is duplicated for each new program kick off but the pivots don't seem to be able to be included in that template and have to be reconfigured each time.

Is that a limitation of the feature or are we missing something?

Andrée Starå

Hi @Kelly Gabel

I hope you're well and safe!

Unfortunately, that is a limitation, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @Kelly Gabel

I hope you're well and safe!

Unfortunately, that is a limitation, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Kelly Gabel

Ok good to know! We will stop trying to figure out how to do it! LOL

I will definitely submit the enhancement request! One last question, is it possible to share a Pivot without actually transferring it away from yourself?

Andrée Starå

@Kelly Gabel

Excellent!

You're more than welcome!

Unfortunately, it's not possible now to share from the Pivot App, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment