Hello, I have added some new columns, such as the 'Company Summary Response,' based on my screenshot. However, it seems the preview is not working, so I can't proceed with creating a conditional formula, as it requires a working preview. Could you help me with this? I've been facing this issue since Thursday.
The preview for the 'Company Summary Response' column might not be working due to various reasons. However, we can still proceed with creating a conditional formula for this column. Here's how you can do it: 1. Scroll down to the "Run Settings" section in the enrichment panel. 2. You can either type out the conditional formula manually or use the AI-powered formula generator. 3. To use the AI feature, click on "Use AI" and type your condition in the prompt box. Use "/" to reference other columns. For example, "Only run if /headcount is greater than 40". 4. Click "Generate Formula" to create the conditional formula.Remember, conditional formulas allow you to run enrichments only when certain conditions are met, helping you save credits on rows that may not need the enrichment.To better assist you, could you provide more details about the specific condition you want to apply to the 'Company Summary Response' column? Sources: Conditional Formulas Salesforce [Clay 101] - Clay University
This won't work because I need to create another column using a conditional formula to extract an output from that specific column.
To fix the preview issue for the 'Company Summary Response' column and create a conditional formula, you can follow these steps: 1. First, ensure that the 'Company Summary Response' column is properly populated with data. 2. To create a conditional formula, go to the enrichment panel and scroll down to "Run Settings". 3. You can either type out the conditional formula manually or use the AI-assisted method by clicking "Use AI". 4. If using AI, type your condition in the prompt box. For example, "Only run if /Company Summary Response contains 'specific keyword'". 5. Click "Generate Formula" to create the conditional formula based on your input. 6. To extract an output from the 'Company Summary Response' column, you can use the "Add Column" > "Merge columns" option to create a new column that combines or extracts information from the original column.Can you provide more details about the specific output you're trying to extract from the 'Company Summary Response' column? This will help me give you more targeted advice on creating the appropriate conditional formula. Sources: Conditional Formulas Hide, Re-order, Sort, Filter, Merge Columns
To extract an output from the 'Company Summary Response' column, you can follow these steps: 1. First, create a new column by clicking "Add Column" > "Merge columns". 2. For the conditional formula: • Go to the enrichment panel and scroll down to "Run Settings" • You can either manually type your formula or use the AI assistant • Click "Use AI" and type your condition using "/" to reference the Company Summary Response column • Click "Generate Formula" to create the conditional formulaSince you're experiencing preview issues, you may want to request human support to investigate the specific problem with your preview functionality. Please ask for a human agent in this conversation if you need further assistance. Sources: Conditional Formulas Hide, Re-order, Sort, Filter, Merge Columns
I can't create a formula or get any results from the generate formula because the preview isn't working when using /
Since you're experiencing issues with the preview functionality when using the "/" reference for the 'Company Summary Response' column, this is likely a technical limitation. Due to how data is stored at the cell level, some rows may not have proper context for preview functionality.You can try these alternative approaches: 1. Type out the conditional formula manually in the "Run Settings" section instead of using the preview feature 2. If you still need to use the AI assistant, try writing your condition without using the "/" reference first, then modify the generated formula to include the correct column referenceIf these workarounds don't resolve your issue, please ask for a human agent in this conversation to investigate the specific preview functionality problem. Source: Conditional Formulas
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Hello Phoebe! I’m sorry for the inconvenience. I’ll follow up with the team right away to get an update on your issue and will get back to you as soon as I have more information.
I’ll go ahead and close this ticket as the issue has been resolved in the other one. Please feel free to reach out if you have any other questions or concerns!
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