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can i save a formula as a template?

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can i save a formula as a template?

  • Avatar of Channeled
    Channeled
    APP
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    Yes, you can save formulas as part of a template in Clay, but not individually. Here are two ways to do this: 1. Column group templates: You can save multiple columns, including formula columns, as a template. Select the columns, right-click, and choose "Save as template". 2. Share table as template: This option allows you to share your entire table structure, including formulas, as a template. Go to "Actions" and select "Share as template". Both methods let you reuse your formulas across tables. If you need more assistance, you can request human help by clicking on "Talk to a person".

  • Avatar of Maxim K.
    Maxim K.
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    i dont see the "save as template" option when i select the column

  • Avatar of Channeled
    Channeled
    APP
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    The "Save as template" option is available for column groups, not individual columns. Here's how to save columns as a template: 1. Select multiple columns by holding (Mac) or ctrl (Windows) while clicking their titles. 2. Right-click on one of the selected column titles. 3. Choose "Save as template" from the menu. If you want to save an entire table structure as a template: 1. Click the "Actions" button in your table. 2. Select "Share as template". 3. Click "Turn on sharing". This will create a public link to share your table structure. If you need further assistance, you can request human help by clicking on "Talk to a person".

  • Avatar of Maxim K.

    i dont the the "save as template" option, even if i click on multiple columns

  • Avatar of Bo (.
    Bo (.
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    Hey, That’s not possible at the moment. However, you can group multiple columns — just click the first, hold Shift, click the last, then right-click to create a column group. If you can share more about your use case and how saving a formula as a template would help, I’d be happy to pass it along to the product team.