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Issue: Unable to Create Groups as Templates
Hey Clay S., I can't make groups into templates, it simply doesn't allow me to create the template
Hey Clay S., I can't make groups into templates, it simply doesn't allow me to create the template
You can create templates from column groups in Clay. Here's how:
1. Select multiple columns by clicking their titles while holding ⌘ (Mac) or ctrl (Windows)
2. Right-click on one of the selected column titles
3. Select Save as template
4. Name your template and add details
5. Click Create template
To use your saved template later:
1. Click Add enrichment in any table
2. Select Templates and search for your saved template
This feature is called "Column group templates" and allows you to save and reuse related column sets across tables in your workspace.
Hi Robert - thanks so much for reaching out and sorry to hear you're having issues here. Our team is aware of this issue and we’ve added this to our backlog. For greater context, our product team prioritizes bugs based on the severity of the issue and how widespread of an experience it is with customers. To set expectations, items like this may not be addressed for some time. The timeline is based on the team's current existing set of work and upcoming feature releases, all subject to change. So what happens now? Now that your issue has been logged, I will tentatively mark this as closed. Please note that I will reach out to you as soon as I receive any new information about this bug. If you don’t hear from me, then the engineering team is still working on it. As soon as there's an update, this conversation will automatically re-open on my end and I will follow up with you. Do you have any further questions before I step away from this conversation until I have an update for you?
