Copy Spreadsheet Templates

Copying a spreadsheet template and editing the copy is an efficient way to create a new spreadsheet template. This topic describes how to copy spreadsheet templates. You perform this task in the Data Exchange work area.

Follow these steps:

1. In the Data Exchange work area, select Spreadsheet Templates.

2. On the Spreadsheet Templates page, search for the spreadsheet template to copy.

3. Select the spreadsheet template in the search results and select Copy from the template Actions menu.

4. In the Copy Template dialog box:

   1. Enter a unique name for the spreadsheet template in the Name field.

   2. A Code value is created automatically based on the name value. You can overwrite the code value.

   3. Select a legislative data group, if the template is legislation-specific.

      Note: You can't change the Supported Action value. For example, if Supported Action is set to Delete only in the source spreadsheet, then copies of that spreadsheet have the same value.

   4. Enter a description and select a category, if required.

   5. Click OK.

5. Click OK to close the Confirmation dialog box.

6. On the Spreadsheet Templates page, search for the new spreadsheet template.

7. In the search results, click the name of the spreadsheet template to open it for editing.

You can copy a spreadsheet template in any status, but the status of the new spreadsheet template is always Draft. Change the status to Active when the template is ready to use. Active spreadsheet templates are available on the Run Spreadsheet Data Loader page.