ShareShare templates

Share and accept cross-org document templates

View as Markdown

Share templates with other organizations to share the structure and layout of a workbook or report with another Sigma organization. When you share a template with another organization, no data is transferred. The receiving organization must choose a data source to use with the template when accepting a shared template, ensuring that no data from the sharing organization is transferred.

This document explains how to share and accept a workbook template or report template across organizations.

User requirements

To share or accept a template shared by another organization, you must be assigned the Admin account type.

Share a template with another organization

  1. Go to your Home > Templates.

  2. Locate and select the template you want to share.

  3. Open the template details page, then click Share template.

  4. In the Share Template modal, click Share with other organizations.

  5. Enter the required organization information:

    1. In the Organization URL field, enter the URL identifier associated with the receiving organization. The organization URL identifier follows app.sigmacomputing.com/ in the Sigma URL. Use a comma to separate multiple organization URL identifiers.

    2. (Optional) Select the Share datasets and data models included in template checkbox to copy all datasets and data models used in the template to the receiving organization. The datasets and data models will become available to all members in the receiving organization, and will be available for use in other documents.

    3. (Optional) Select the Copy input table data checkbox to copy data in input tables in the template that have a data entry permission set to Editable in draft. If you choose this option, data is copied to the receiving organization when the template is accepted and updated whenever the template is published in the sending organization.

    4. (Optional) In the Add a message field, enter a message to include in the invitation email Sigma sends to the receiving organization’s admins.

    5. Select Share template.

Accept a template shared with your organization

When your organization receives an invitation to use a shared template, you or another admin must change the data source to your organization’s data before accepting it. The shared template is not be available to your organization until the template is accepted.

  1. From the invitation email, click Open in Sigma.

  2. In the Swap data sources modal, Sigma identifies connections and data sources that closely match the data used in the original template. Choose from the matches to automatically swap the data, or manually select and match individual data source columns:

    • Use a matching connection and data source:

      1. In the Swap to dropdown, select one of the suggested options.

      2. Click Choose to preview the template with the swapped data.

    • Manually select and map the data:

      1. In the Swap to dropdown, select Match Manually.

      2. On the Swap data sources page, preview the column names from the template’s original data source, then click Select Source.

      3. In the Select source to replace modal, select the preferred data source to populate the template. To view and select a data source from a different connection, click Back in the source selector.

      4. Review the selected data, then click Select to proceed.

      5. On the Swap data sources page, map the template’s original data source columns to the swapped data source columns.

      6. Click Choose to preview the template with the swapped data.

  3. To save the template with the swapped data, click Accept.