I would love some advice on how to make this window as clean as possible. There are a lot of buttons and I'm trying to figure out how to display everything elegantly, keep it simple for the user, and make sure all major functionality is there.
There are 4 main options the user can take to configure their template and 4 options after it is configured. Ideally I'd like to display them all face up, so that choices are clear from the beginning, but is it overwhelming to open the popover and see so many decision points? Is it better to have 2 combo boxes and make the user select the dropdown to see all options rather than presenting so many buttons right off the bat?
Updated: The end goal here is to configure a view for a supply chain worklist. "View" is already a solution specific term that must be used, so I am calling these templates "displays". The worklist is a spread of information about item; lot #, status, etc. and the display that is chosen determines how that spread is configured. I don't have any mock ups of the columns in the spread yet, but am including the page header, where the user will select the display that is being configured in my first visual. As for the difference between "add" and "create new". No difference really, but I am looking for a way for the user to be able to "save and close" in one click. Because they will potentially be creating multiple displays at one time, I want a button that will save their current work and launch the add functionality at the same time. "Save" will simply save what they've done and allow them to review configurations/select another to edit, and save and close will save and close the dialog. I hope that is somewhat clear. I've been pondering over these actions; how to best name them and how to keep the number of clicks to a minimum and this is where I've landed so far. It would obviously be a training point for the end user, but once the difference is explained, does an "add" and "create new" seem redundant?