how to save a formula as template?

Richard B.

8 comments

Channeled
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To save a formula as a template, you can follow these steps: 1. Duplicate the table containing your formula 2. Move the duplicated table to a separate workbook 3. Add '[Template Do Not Delete]' to the table title to clearly mark it as a templateThis method will preserve the formula and table structure without the data, allowing you to duplicate it whenever needed for future use.
Channeled
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Did that answer your question?
Channeled
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Looks like you're still looking for help. We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Richard B.
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that is a laborious workaround, there must be an easier way!
Daniel K.
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Hey there, thanks for reaching out! ☺️ Totally get it! The team is exploring the addition of a "template" section within the formula generator. While this feature is under discussion, you may need to manually save and reuse formulas until it is implemented. Sorry about that! If there's anything else I can assist you with, please let me know! 😊 Have a great Friday, Daniel
Richard B.
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...under discussion😅 - this a an easy to implement and rather helpful feature. no need to discuss really...
Daniel K.
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I flagged it with the engineering team. In the meantime, you can copy and paste your AI formula templates in a file/documentation system. Have a great one!
Channeled
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how to save a formula as template? | Clay