Create and edit workbook templates
Requirements
The ability to create and edit templates requires the following:
-
To create a new template from an existing workbook, you must be assigned an account type with edit permissions, and have view access to the existing workbook.
-
To edit an existing template, you must be the template owner or be granted Can edit template permission.
Create a new template
- Open the workbook you want to use as the basis of the template.
- In the workbook header, click the caret (▼) icon button to the right of the title.
- Select Save as template.
This will open the Save as template modal.
- Enter a Template Name.
- Click Save.
Sigma automatically directs you to your new template. - Edit the template
- Create a new workbook from the template
- Share the template with teammates
Edit an existing template
- Open the Templates gallery page from the left-side navigation panel on your home page.
- Find the template you want to edit.
- Click its More button to open its menu.
- Click Open.
- In the template header, click Edit Template.
- Make your changes.
- In the template header, click Publish to save your changes.
Updated about 2 months ago