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Accessing Custom Columns in Formula Builder: Tips and Guidance
Subject: Help needed accessing a custom column from a related table via Formula Builder Hi Clay Support, I’m trying to pull a column called Tech Reference Summary Technology Summary (it holds the “what the company does” blurb) from my “Find companies Table” into my “Find People from Find companies Table” so that every employee row shows its company’s description. Steps I took
- 1.
In Find People … I already have the linked-row column Company Table Data (Find companies Table) that Clay created when I ran Find People from the companies table.
- 2.
I added a new column → Formula / Lookup.
- 3.
In the formula picker I expected to see that description field, but the drop-down only lists default fields (Name, Size, Type, Domain, etc.). My custom column is missing (screenshot attached).
Attempts
{{Company Table Data (Find companies Table)}}?."Tech Reference Summary Technology Summary"and
{{Company Table Data (Find companies Table)}}?["Tech Reference Summary Technology Summary"]Both return blank values. Could you clarify:
Is there a limit on which columns appear in the Formula Builder picker?
Is the space-filled column name causing the issue?
What’s the correct syntax to reference that specific field from the related row?
Any guidance (or confirmation that I should rename the column / recreate the relationship) would be greatly appreciated. Thanks! —
