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
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
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!
