Vorlagen

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.

Bemerkung

Vorlagen sind für alle Benutzer in der Datenbank verfügbar.

Create a template

Any spreadsheet can be saved as a template. Open the relevant spreadsheet or create a new one. From the menu bar, click File ‣ Save as template. Modify the default Template Name if needed and click Confirm.

Wichtig

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 edit the template.

You can also create a template by making a copy of an existing template and editing it.

Use templates

To create a new spreadsheet using a template, open the Documents app and click New ‣ Spreadsheet. Select the relevant template and click Create.

Alternatively, go to Documents ‣ Configuration ‣ Spreadsheet Templates then, on the line of the relevant template, click New spreadsheet.

Bemerkung

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.

Vorlagen verwalten und bearbeiten

Verwalten Sie Vorlagen, indem Sie zu Dokumente ‣ Konfiguration ‣ Tabellenkalkulationsvorlagen gehen. Entfernen Sie den Filter Meine Vorlagen, um alle Vorlagen in der Datenbank anzuzeigen.

Various actions are possible:

  • Copy an existing template by clicking Make a copy at the right of the screen. The new template appears at the bottom of the list. Click the Name to edit it.

  • Edit an existing template (including one you just copied) by clicking Edit, then making the required changes. Modifications are automatically saved.

  • Delete a template by ticking the checkbox next to it, clicking Actions, then Delete.

Tipp

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