Issue Updating Waterfall Chart in Clay Workspace

Mathew I. · 2024-12-18 00:06:09.206855+00

Trying to update a waterfall and it's not working

Issue Updating Waterfall Chart in Clay Workspace | Clay

8 comments

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To update a waterfall in Clay, follow these steps: 1. Right-click "Add Column" > "Add Enrichment" 2. Search for "Waterfall" 3. Select the data point you want to add to your table 4. Click "Save" and runNote that for auto-updating waterfalls, you'll need to make sure the auto-update toggle is enabled. If you don't want auto-updates, you can toggle this off, but be aware that you might encounter stale data issues.If you're still experiencing issues after following these steps, please ask for human support to help troubleshoot your specific situation. Sources: Clearbit integration overview | Clay University Waterfall
Mathew I.
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person
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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!
Mathew I.
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Using the jobs waterfall and you cannot use separate identifiers for the providers
Bo (.
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Hey, thanks for reaching out - Sorry, can you confirm what's your goal here is?
Mathew I.
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You can't edit the individual inputs of the job watefall (or any waterfall for that matter) For example, I was trying to use the LinkedIn URL as the identifier for the Clay Job enrichment and domain for the others. I.e. if I try to change the Company Identify for the Clay Jobs Enrichment, it will automatically change back to domain
Bo (.
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Ah, got it - That's actually expected (re-saving the column only would work, but if you re-save the waterfall it'll erase everything) you're right about the jobs waterfall being a bit tricky. Instead of trying to edit the preset waterfall, let's get you set up with a custom one that'll work better for your needs. Head to the far right of your table, click "add new > waterfall" and you can build one exactly how you want it with LinkedIn URLs as identifiers. This way your changes will actually stick!
Channeled
APP
·
·
Hi Mathew I.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Loading comments

Channeled
APP
·
·
To update a waterfall in Clay, follow these steps: 1. Right-click "Add Column" > "Add Enrichment" 2. Search for "Waterfall" 3. Select the data point you want to add to your table 4. Click "Save" and runNote that for auto-updating waterfalls, you'll need to make sure the auto-update toggle is enabled. If you don't want auto-updates, you can toggle this off, but be aware that you might encounter stale data issues.If you're still experiencing issues after following these steps, please ask for human support to help troubleshoot your specific situation. Sources: Clearbit integration overview | Clay University Waterfall
Mathew I.
·
·
person
Channeled
APP
·
·
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!
Mathew I.
·
·
Using the jobs waterfall and you cannot use separate identifiers for the providers
Bo (.
·
·
Hey, thanks for reaching out - Sorry, can you confirm what's your goal here is?
Mathew I.
·
·
You can't edit the individual inputs of the job watefall (or any waterfall for that matter) For example, I was trying to use the LinkedIn URL as the identifier for the Clay Job enrichment and domain for the others. I.e. if I try to change the Company Identify for the Clay Jobs Enrichment, it will automatically change back to domain
Bo (.
·
·
Ah, got it - That's actually expected (re-saving the column only would work, but if you re-save the waterfall it'll erase everything) you're right about the jobs waterfall being a bit tricky. Instead of trying to edit the preset waterfall, let's get you set up with a custom one that'll work better for your needs. Head to the far right of your table, click "add new > waterfall" and you can build one exactly how you want it with LinkedIn URLs as identifiers. This way your changes will actually stick!
Channeled
APP
·
·
Hi Mathew I.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: