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Issue with Column Order Changes in Saved Group Template | Clay

Issue with Column Order Changes in Saved Group Template

·Mar 21, 2025 07:43 PM·

hey team, why does saved group template change it's column orders when implemented at new table? It still works fine but the output columns are shifting randomly

4 comments

· Sorted by Oldest

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The saved group template might change its column order when implemented in a new table due to how Clay handles column organization. While the functionality remains intact, the visual order can shift. To manage this, you can manually rearrange the columns in your new table: 1. Click the "Columns" button at the top of your table. 2. In the menu that appears, click and drag the reorder icon next to each column name to move it up or down. 3. The column positions will update immediately in your table. This way, you can easily adjust the column order to match your preferred layout.
Source: Customize your table view | Documentation | Clay University
Andi D.
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the group template is locked in and I can't re-order columns inside of the group
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We understand that column order changes can be frustrating. Unfortunately, group templates are designed to maintain their internal structure, which means you can't reorder columns within the group once it's implemented. However, you can still adjust the overall layout of your table: 1. Click the "Columns" button at the top of your table. 2. In the menu, you can drag the entire group template up or down to reposition it. 3. You can also show/hide specific columns using the toggles next to each column name. If you need further customization, consider creating a new template with your preferred column order. If this doesn't solve your issue, please request human assistance by clicking on "Talk to a person" for more tailored support.
Sources: Clay Scheduling, Trigify integration, group column templates, Metaprompter updates, and more! Customize your table view | Documentation | Clay University Column group templates | Documentation | Clay University
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