Save a View's pipeline as a template and reuse it
A template captures a View's pipeline as a set of rules, without the data, so you can repeat the same pipeline on any View, with the same columns or different ones. Use Save as a template and Apply template in the View's three-dot menu in the data editor. Both are disabled in a View-only workspace.
Save a View as a template
Open the View's three-dot menu and choose Save as a template. The template downloads to your computer as a .mammoth file holding the full pipeline, which you can share, store and reuse across datasets and projects.
It is disabled while the pipeline has an error, or while Draft mode has changes that are not applied yet. Save templates from proven Views, not works in progress: a template carries any errors in its pipeline to every View you apply it to.
Apply a template to a View
- Open the View's three-dot menu and choose Apply template.
- Pick a template. The saved rules load into the current View.
Apply template is active only when the View's pipeline is empty. Templates aren't tied to a project or organisation: any .mammoth file you have can be applied.
If the target dataset's columns differ, the template still applies, but tasks that reference missing columns show errors, for example "This column is missing: Department." Each errored task offers Fix or Delete: work through them to fix mismatches or remove tasks that don't apply.
When to use a template
- Apply the same logic to datasets from similar source systems.
- Set up a new dataset with the same structure as an existing one.
- Share a proven pipeline with other team members or projects as a file.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Apply template is greyed out | The View's pipeline has tasks. | Apply the template to a fresh View, or Reset this View first. |
| Save as a template is greyed out | The pipeline has an error, or Draft mode has changes not applied yet. | Fix the failing task, or apply your Draft mode changes. |
| "This column is missing: Department." | The target dataset lacks a column the template uses. | Click Fix to point the task at another column, or Delete the task. |
Related
- Create, rename, duplicate and delete Views: the View Settings menu.
- How the pipeline works: the tasks a template holds, and Draft mode.
- Fix a failing step: repair errored tasks.
- Use a Parameter or Snippet: keep values configurable across Views.
Something wrong? support@mammoth.io