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How can I add a table to a workbook from an existing workbook?

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How can I add a table to a workbook from an existing workbook?

  • Avatar of Channeled
    Channeled
    APP
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    To add a table from an existing workbook to another workbook, you can use the "Share as template" feature. Here's how: 1. Open the existing workbook containing the table you want to add. 2. In the table you want to share, click the "Actions" button in the top right corner. 3. Select "Share as template" from the dropdown menu. 4. Click "Turn on sharing" to make the table shareable. 5. Copy the provided public link. 6. In your destination workbook, click "Create new" > "Table" > "Use Template". 7. Paste the copied link to add the shared table to your current workbook. This method allows you to effectively add a table from one workbook to another using Clay's sharing and template features.

  • Avatar of Nick P.
    Nick P.
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    where do I paste it?

  • Avatar of Channeled
    Channeled
    APP
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    To add a shared table to your current workbook, follow these steps: 1. Click on "Create new" in the top right corner of your workspace. 2. Select "Table" from the dropdown menu. 3. Choose "Use Template" option. 4. You'll see a list of templates. This is where you can paste the shared table link. 5. After pasting the link, click "Add to Workspace" to add the shared table to your current workbook. This process allows you to easily incorporate shared tables into your existing workbooks. If you need further assistance, please request human help by clicking on "Talk to a person".

  • Avatar of Nick P.
    Nick P.
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    here is what I see

  • Avatar of Nick P.
    Nick P.
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    where do I paste the url?

  • Avatar of LuisArturo
    LuisArturo
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    Hey there Nicolaos, if you are trying to add a table from a workbook to another workbook, you can do so by clicking on the arrow next to the table name in the workbook tab and you will see an option to move a table to a different workbook.

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  • Avatar of Nick P.
    Nick P.
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    thank you!! super helpful

  • Avatar of Channeled
    Channeled
    APP
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  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback ​Nick P.​!