documentation/content/applications/productivity/spreadsheet/templates.md

Templates

Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report.

:::{note} Templates are available to all users on the database. :::

(spreadsheet-templates-create)=

Create a template

Any spreadsheet can be saved as a template. Open the relevant spreadsheet or {ref}create a new one <documents/documents/spreadsheet>. From the menu bar, click {menuselection}File --> Save as template. Modify the default {guilabel}Template Name if needed and click {guilabel}Confirm.

:::{important} Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to {ref}edit the template <spreadsheet/templates/manage>. :::

You can also create a template by {ref}making a copy of an existing template and editing it <spreadsheet/templates/manage>.

(spreadsheet-templates-use)=

Use templates

To create a new spreadsheet using a template, open the Documents app and click {menuselection}New --> Spreadsheet. Select the relevant template and click {guilabel}Create.

Alternatively, go to {menuselection}Documents --> Configuration --> Spreadsheet Templates then, on the line of the relevant template, click {icon}fa-plus {guilabel}New spreadsheet.

:::{note} By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it. :::

(spreadsheet-templates-manage)=

Manage and edit templates

Manage templates by going to {menuselection}Documents --> Configuration --> Spreadsheet Templates. Remove the {guilabel}My Templates {ref}filter <search/preconfigured-filters> to view all templates in the database.

Various actions are possible:

• Copy an existing template by clicking {icon}fa-clone {guilabel}Make a copy at the right of the screen. The new template appears at the bottom of the list. Click the {guilabel}Name to edit it.
• Edit an existing template (including one you just copied) by clicking {icon}fa-pencil {guilabel}Edit, then making the required changes. Modifications are automatically saved.
• Delete a template by ticking the checkbox next to it, clicking {icon}fa-cog {guilabel}Actions, then {guilabel}Delete.

:::{tip} Use the download button under the {guilabel}Spreadsheet file column to export a template in JSON format. The file can be imported into another database. :::