Troubleshooting Waterfall Template Dependencies in Tables

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Hi team, I created a template of my own waterfall with conditions that depend on the outputs of the previous fields. When I input the template into a new table none of the dependencies work, and I can't get them to work even after manually rewriting them. How do I make sure my templates work well with the run conditions?

2 comments

Channeled
APP
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To ensure your custom template's run conditions and field dependencies work correctly in a new table: ** After applying your template, review each enrichment column's Run Settings. ** In the “Only run if” box, confirm that your conditional formulas reference the correct fields as they appear in the new table. Sometimes, field names or references may not transfer exactly, requiring manual adjustment. ** Use the “Use AI” button to help rewrite or clarify conditions if needed. ** Test the workflow by running a few rows to verify dependencies trigger as expected. If dependencies still fail after these checks, you may need to manually update the formulas to match the new table's structure. If you need further help, you can request human assistance by clicking on "Talk to a person."
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Enrichments | Documentation | Clay University
Bo (.
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Hey, Can you share more details and send over the table URL? That’ll help us take a closer look. In the meantime, if the waterfall setup isn’t behaving as expected, a good workaround is to use regular enrichment columns with separate run conditions for each. That can give you more control and avoid dependency issues. Let me know and we’ll help you get it working!