Rearranging Sources and Tables in Workbooks: Tips and Techniques

Joe H.

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Can you share some information on how to rearrange the order and design of sources and tables in workbooks

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4 comments

Nicole G.
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Hi, The workbook overview page shows you The steps you took and which actions are connected to what. You can't technically change the workbook page because it retains the flow of the data and information. However, if you want to move the workbook steps around, feel free to just grab one of the workbooks and move it left or right of the other workbooks if you'd like to change the order. Hope this helps!
Joe H.
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https://www.clay.com/changelog/clay-workbooks
Joe H.
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No, I'm referring to the Workbook Overview page
Clay
APP
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Rearranging Column Order: To rearrange column orders without losing data, first confirm your desired order and consider dependencies between columns. In waterfalls, use the "parent" column to set structure, configure API keys, and apply validation. Columns won't re-run automatically, preserving existing data. Managing Sources: - Modify sources: Click the source column title → Sources → source name → Edit source - Delete sources: Click the source column title → Sources → source name → Delete source - Add sources: Use Actions → Import for existing tables, or + Add for new tables Table Management: - Rename: Click ... next to table name → Rename - Duplicate: Click ... next to table name → Duplicate - Delete: Click ... next to table name → Delete → Confirm
Sources: Sources | Documentation | Clay University Sources | Documentation | Clay University Rename, Duplicate, Delete, Edit Description of Table

Loading comments

Nicole G.
·
·
Hi, The workbook overview page shows you The steps you took and which actions are connected to what. You can't technically change the workbook page because it retains the flow of the data and information. However, if you want to move the workbook steps around, feel free to just grab one of the workbooks and move it left or right of the other workbooks if you'd like to change the order. Hope this helps!
Joe H.
·
·
https://www.clay.com/changelog/clay-workbooks
Joe H.
·
·
No, I'm referring to the Workbook Overview page
Clay
APP
·
·
Rearranging Column Order: To rearrange column orders without losing data, first confirm your desired order and consider dependencies between columns. In waterfalls, use the "parent" column to set structure, configure API keys, and apply validation. Columns won't re-run automatically, preserving existing data. Managing Sources: - Modify sources: Click the source column title → Sources → source name → Edit source - Delete sources: Click the source column title → Sources → source name → Delete source - Add sources: Use Actions → Import for existing tables, or + Add for new tables Table Management: - Rename: Click ... next to table name → Rename - Duplicate: Click ... next to table name → Duplicate - Delete: Click ... next to table name → Delete → Confirm
Sources: Sources | Documentation | Clay University Sources | Documentation | Clay University Rename, Duplicate, Delete, Edit Description of Table