68 lines
2.5 KiB
Markdown
68 lines
2.5 KiB
Markdown
# Templates
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Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
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example, you could create a template for a monthly budget report or a quarterly sales commission
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report.
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:::{note}
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Templates are available to all users on the database.
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:::
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(spreadsheet-templates-create)=
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## Create a template
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Any spreadsheet can be saved as a template. Open the relevant spreadsheet or {ref}`create a new one
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<documents/documents/spreadsheet>`. From the menu bar, click {menuselection}`File -->
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Save as template`. Modify the default {guilabel}`Template Name` if needed and click
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{guilabel}`Confirm`.
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:::{important}
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Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
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saved only in that spreadsheet. To make changes to the template, you need to {ref}`edit
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the template <spreadsheet/templates/manage>`.
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:::
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You can also create a template by {ref}`making a copy of an existing template and editing it
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<spreadsheet/templates/manage>`.
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(spreadsheet-templates-use)=
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## Use templates
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To create a new spreadsheet using a template, open the Documents app and click
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{menuselection}`New --> Spreadsheet`. Select the relevant template and click {guilabel}`Create`.
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Alternatively, go to {menuselection}`Documents --> Configuration --> Spreadsheet Templates` then,
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on the line of the relevant template, click {icon}`fa-plus` {guilabel}`New spreadsheet`.
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:::{note}
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By default, the new spreadsheet inherits the name of the template, which is shown at the top of
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the screen. To rename the spreadsheet, click the name and edit it.
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:::
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(spreadsheet-templates-manage)=
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## Manage and edit templates
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Manage templates by going to {menuselection}`Documents --> Configuration --> Spreadsheet Templates`.
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Remove the {guilabel}`My Templates` {ref}`filter <search/preconfigured-filters>` to view all
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templates in the database.
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Various actions are possible:
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- Copy an existing template by clicking {icon}`fa-clone` {guilabel}`Make a copy` at the right of
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the screen. The new template appears at the bottom of the list. Click the {guilabel}`Name` to
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edit it.
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- Edit an existing template (including one you just copied) by clicking {icon}`fa-pencil`
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{guilabel}`Edit`, then making the required changes. Modifications are
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automatically saved.
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- Delete a template by ticking the checkbox next to it, clicking {icon}`fa-cog`
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{guilabel}`Actions`, then {guilabel}`Delete`.
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:::{tip}
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Use the download button under the {guilabel}`Spreadsheet file` column to export a template in
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JSON format. The file can be imported into another database.
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:::
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