Manage templates in Snowsight¶

The Templates tab displays the analysis and activation templates registered in your account. From this tab, you can browse, search, and inspect registered templates, create new templates, and register new versions of existing templates.

These are the templates registered in your account’s registries, independent of any collaboration. To share a registered template into a specific collaboration, see Edit a collaboration in Snowsight.

Navigate to the Templates tab¶

To access the Templates tab:

1. Sign in to Snowsight.
2. In the navigation menu, select Data sharing » Data clean rooms.
3. In the page header, select the Templates tab.

Browse templates¶

The templates listing displays the templates registered in your account. You can view the listing as cards or as a table by using the View mode control (Grid view or List view).

For each template, the listing shows:

• Name: The template name.
• Version: The registered version of the template.
• Type: The template type, either SQL Analysis or SQL Activation.
• Registry: The registry where the template is registered. Templates in the default account registry show Default.
• Created: When the template was registered.

In grid view, each card also shows the template description.

To open a template’s detail page, select its card or row.

Filter, search, and sort¶

You can filter, search, and sort the templates listing:

• Search: Use the Search templates bar to search for templates by name.
• Registry: Use the Registry filter to show only templates registered in one or more selected registries. Select All to clear the filter.
• Type: Use the Type filter to show only templates of a selected type: All, SQL Analysis, or SQL Activation.
• Sort: Sort templates by Newest first (the default), Oldest first, Name (A→Z), or Name (Z→A).

Cortex Code actions¶

If Cortex Code is enabled, hover over a template card or the Name cell in list view to access AI actions:

• Add to Chat: Open Cortex Code with the template context attached.
• Explain: Get an AI-generated summary of the template in Cortex Code.

Create a template¶

To register a new template, select New Template at the top of the page. In the Create new template dialog:

1. Select the template Type: SQL Analysis or SQL Activation.
2. Select the Registry where the template will be registered. Select Default to register the template in the default account registry.
3. Select Create with CoCo.

Cortex Code opens and helps you write and register the template YAML for the template type and registry that you selected.

View template details¶

The template detail page shows comprehensive information about a single registered template. The page header shows the template name and version, along with the following actions:

• Explain: Open Cortex Code with an AI-generated explanation of the template.
• New Version: Open Cortex Code to help you register a new version of the template. Cortex Code uses the current spec as context, proposes the minimal set of changes, surfaces any breaking changes, and outputs the resulting YAML.

An overview card below the header shows template metadata, including the template ID, type, version, registry, creation date, API version, description, and methodology.

The detail page provides the following tabs:

Details tab¶

The Details tab shows:

• Parameters: A table of the template’s parameters, including each parameter’s name, type, whether it’s required, its default value, and its description.
• SQL Template: The SQL logic for the template, if defined.

For more information about these fields, see Template specification.

Template Spec tab¶

The Template Spec tab displays the full YAML specification for the template. This spec can be used with the Collaboration API to programmatically manage templates.

Code Specs tab¶

The Code Specs tab lists the code specs that the template depends on, showing each code spec’s ID and name. Select a code spec ID to open a panel with its metadata (ID, version, API version, spec type, registry, creation date, and description) and its YAML specification.