Saving Templates for Enrichment Columns in Workbooks

·

is there a way to save the template (i.e., all the enrichment columns in a specific order) to be accessed and used in other workbooks without doing a complex copy/paste/move?

1 comment

· Sorted by Oldest

Channeled
APP
·
·
Yes! You can use Column Group Templates to save your enrichment columns in their specific order for reuse across workbooks. To create a template: 1. Select multiple columns by clicking their titles while holding ⌘ (Mac) or Ctrl (Windows) 2. Right-click on one of the selected titles and choose Save as template 3. Name your template and add details 4. Click Create template To use your template: 1. In any table, click Add enrichment 2. Select Templates and search for your saved template For Enterprise customers, you can also use Recipes which work similarly - select your columns, right-click, and choose Create Recipe.
Sources: Column group templates | Documentation | Clay University Column group templates | Documentation | Clay University Column group templates | Documentation | Clay University Enrichment recipes | Documentation | Clay University

Channeled
APP
·
·
Yes! You can use Column Group Templates to save your enrichment columns in their specific order for reuse across workbooks. To create a template: 1. Select multiple columns by clicking their titles while holding ⌘ (Mac) or Ctrl (Windows) 2. Right-click on one of the selected titles and choose Save as template 3. Name your template and add details 4. Click Create template To use your template: 1. In any table, click Add enrichment 2. Select Templates and search for your saved template For Enterprise customers, you can also use Recipes which work similarly - select your columns, right-click, and choose Create Recipe.
Sources: Column group templates | Documentation | Clay University Column group templates | Documentation | Clay University Column group templates | Documentation | Clay University Enrichment recipes | Documentation | Clay University