Hi, I saved a template within my workspace and it does not populate when I search within templates quick start or when I'm in a workbook. It is nowhere to be found after being saved. How can i locate and manage all the templates I've saved?
Based on the sources, there are two types of templates in Clay: Column group templates are saved within your workspace and can be accessed when you're in a table by selecting columns and right-clicking to save as template. Personal table templates work differently - they're created by duplicating your table and moving it to a separate workbook. This retains the table structure without data, and you can duplicate it when needed. If your saved template isn't appearing in searches, it may be a column group template that's only accessible within tables, or it could be stored as a duplicated table in a separate workbook rather than in the main template system. Check your workspace for any duplicated tables you may have created as personal templates.
Can't find the column group template after it's been saved - it's not populating within enrichments
Column group templates are accessed differently than you might expect. To find your saved template:
1. Go into any table in your workspace
2. Click Add enrichment
3. Select Templates from the menu
4. Search for your template by name
Column group templates only appear when you're inside a table and accessing the enrichment panel - they won't show up in general workspace searches or template quick start areas.
If it's still not appearing, verify the template was saved correctly by checking if you followed the creation process: select multiple columns while holding ⌘ (Mac) or ctrl (Windows), right-click, and select Save as template.
The column group template is called "Salutations" and I saved it twice, but cannot locate unfortunately
I was able to locate now by going to "You" within Templates
However, "Salutations" does not populate here when searching
Or here
Here's the table where I'm attempting to use the template I created: https://app.clay.com/workspaces/426961/workbooks/wb_7VgrQtyeinpD/tables/t_0szvfjhPoRiHhzqBYZF/views/gv_0szvfjhSnyMyHmmwS9m
Receiving invalid formulas - Do you know why this is the case?
I did turn this off (Is input required) when creating the template because there is nothing that I recognized on the list to map the text column Salutations to - this might be what's causing the formula error.
When I resolve the invalid formula I just see "Response" instead of the answer. See screenshot one of imported template group versus screenshot 2 with the original table where I created the Claygents.
In summary: -Should I change the naming convention of the template, so it is easier to search -Are there any additional best practices on creating column group templates and using them? -How can I create a column group template, so there are zero formula errors upon import? (Salutations formula error) -How can I reveal the answer instead of the column just showing "Response" (Doctor verification Claygent column) -Is there a way for the columns to import in the same order the template was saved? Thank you!
Hey, Thanks for the detailed context — super helpful. Here’s a breakdown to address each point: 1. Formula errors on import These usually happen when a required input isn’t mapped during template creation. Since you turned off “Is input required,” the formula still expects that input column (like “Salutations”) to be there, but doesn’t find it — leading to the error. To avoid this, edit the formula inside so it can gracefully handle missing inputs OR keep it to only what's within the template 2. Column only shows “Response” That’s expected when the Claygent column is set to return the full raw response. You can fix this by opening the Claygent column and updating the output path — for example, /answer if the response contains { "answer": "..." }. to add as a column
3. Template column order not preserved Currently, columns should be showing in the same order. Curious what whas the order that changed here? Typically regardless of the order, the formulas would make the changes here Let me know if you have more questions
Thanks for the quick response Bo! Please kindly see responses below:
What should the text field "Salutation" be mapped to when creating the template? I don't see anything in the list that matches. It's also the only Input that doesn't get auto-mapped when creating the template. (see screenshots 1 & 2 attached)
Can you explain what you mean by "updating the output path"?
Thank you. I sincerely appreciate your time. I'm on the newer side of my Clay journey and would really like how to understand how this works, so I can improve my workflows in the future!
Hi Ben, so it looks like in your second table you are referring to a column from your first table and therefore you are getting an invalid formula.
You should edit this to make sure that you are referencing a column in the same table.
Currently, Clay doesn't have a dedicated input field specifically for salutations or prefixes like "Mr.", "Mrs.", "Dr.", etc., which I can understand would be quite useful, especially for personalized outreach and formal communications. While you can work around this by creating a custom text column and manually entering salutations, or potentially using AI to generate appropriate prefixes based on names and other available data, having a native salutation input field would definitely streamline the process and improve the user experience. I'd encourage submitting this as a formal feature request through our feedback channels, as it would not only benefit users who need formal titles for their outreach but could also be valuable for international users who may have different cultural expectations around professional salutations. This kind of functionality would fit well alongside our existing column types like text, select, and email fields, and could potentially include common options with the ability to add custom prefixes as needed.
Hi Luca, thanks so much for your response: -In reference to your first message: The same exact column and spelling for {{Salutation}} that exists in the first table, exists in the second table, so my question is why it wouldn't it map automatically in the second table upon importing the template? - If there's a way to fix this, please kindly show me how. -In reference to your second message: How do you go about submitting product features? Lastly, here are questions from my chain that remain unanswered if you could kindly assist. Thank you! -Should I change the naming convention of the template, so it is easier to search (unable to locate Salutation template via search function, have to manually locate) -Can you explain what you mean by "updating the output path"? (Column only shows “Response”) -Please see table 1 (how I created the template) versus table 2 (where the template was dropped in) - The columns in question are all the way to the right and were rearranged when I imported the template into table 2. (Template column order not preserved)
I went in a fixed the first part for you. The issue is that you were physically referring to the "Salutations" field from the first table. You just needed to change it to refer to the the "Salutations" field in the second table.
I'll being going ahead and submitting a feedback request for you on my end so no need to worry about that :)
Did you make a template directly in Clay? Or are you copying an pasting the columns from one table to the other?
Thanks Luca! So I guess manually fixing this ({{Salutation}}) every time I import the template is the best approach going forward? Appreciate you submitting my feedback to the team 🙂
Yes, I made the template in Clay by highlighting the columns and saving it as a template
Then, I imported a new set of data and then imported the template for the grouped columns
If you want you can manually fix it every time, or just can just make a new template. I recorded a quick video on how to make a new "fixed" template:
Thanks Luca - Is the trick to leave this switch turned on even though it isn't mapped to anything when creating the template?
Then just manually map to the correct column when dropping it into the table?
Looks like this worked. However, when I saved and ran the first 10 rows, but the Doctor Verification ran the entire column.
Hey Ben! Happy to look into this - can you send over the link to your table so I can see what may have happened here?
Hey Ben - I'm not seeing any errors on our end, but I can understand how frustrating unwanted credit spend can be. In that spirit, I've just credited 500 credits to your account.
Hope this helps!
While there might not be any errors, this appears to be a bug. Wouldn't you report this to your dev team since it didn't function correctly in running the first 10 rows?
Hey Ben! I definitely understand that point of view. For context, it's hard for us to diagnose bugs when we are unable to reproduce them in our own workspaces or customer's workspaces, as is the case here. If you run into the issue again, please let me know!
Ok, understood - thanks for clarifying. This may have been a one off instance where things didn't work as planned. Another item that was not addressed earlier in my conversation was the order of the columns when inserting the template. See the order of the columns in the first link versus the second link (screenshots also attached) https://app.clay.com/workspaces/426961/workbooks/wb_0swqcmg5rMXUbphVjNM/tables/t_0szvsbo8Wdq4SzkjhSj/views/gv_gEyvi8mebufP https://app.clay.com/workspaces/426961/workbooks/wb_7VgrQtyeinpD/tables/t_0szvfjhPoRiHhzqBYZF/views/gv_0szvfjhSnyMyHmmwS9m
Hey Ben! Thanks for flagging - I believe this has to do with the way we process the "output" columns in AI actions. I'll bring this up internally to the engineering team.
Thank you!
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