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Issues with Ungrouping and Saving Groups as Templates | Clay

Issues with Ungrouping and Saving Groups as Templates

·Dec 11, 2025 03:01 PM·

Hi there, I can't ungroup groups, save groups as templates, or remove specific fields from my groups. Is there a known issue here atm?

10 comments

· Sorted by Oldest

Clay Support
APP
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That's frustrating—let me help clarify how column groups work in Clay.
To save groups as templates:
1.
Select multiple columns by clicking their titles while holding ⌘ (Mac) or ctrl (Windows)
2.
Right-click on one of the selected titles and select Save as template
3.
Name your template and click Create template [1]
To remove specific fields from groups:
You can hide individual columns by clicking the column header and selecting Hide from the dropdown menu [2]
For ungrouping, the sources don't show a specific "ungroup" function, but you can manage column visibility and organization through the column dropdown menus.
If these steps aren't working for you, there might be a technical issue. Try refreshing your browser first, and if the problem persists, let me know what specific error messages you're seeing.
Clay Support
APP
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Is that what you were looking for?
Jan A.
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nope, it's not working
Clay Support
APP
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I'm sorry to hear that it's still not working. I'll connect you to one of our human agents who can assist you further.
Jan A.
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looks like a bug
Clay Support
APP
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Our support team has got your message and we'll get back to you soon!
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!
image.png(93 kB)
Jan A.
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https://app.clay.com/workspaces/868561/workbooks/wb_0t68h6pWrk6pz2DicqY/tables/t_0t68h94DMVCxWFdQSQC/views/gv_0t68h949tvaXriweWwz
Hari K.
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Hey there - just took a look at your table and there doesn't appear to be any groups?
1
Jan A.
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Removed them all, thanks for checking in so quick, started over
Hari K.
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Of course!