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Write Prospect Data to New Table When Checkbox is Ticked | Clay

Write Prospect Data to New Table When Checkbox is Ticked

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I want to write prospect data to a new table if a checkbox is ticked. How do i do this? Table: https://app.clay.com/workspaces/443643/workbooks/wb_J9AAnXuBhFj2/tables/t_PChHsnPn4Ejt/views/gv_M5v2GiUPRK6o

4 comments

· Sorted by Oldest

Channeled
APP
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To write prospect data to a new table in Clay only when a checkbox is ticked, use the "Write to Table" feature with a conditional run: 1. Set up the "Write to Table" action and select your destination table. 2. When configuring the action, look for the Only run if option in the run settings. 3. Set the condition so the action runs only if your checkbox column is ticked (e.g., Checkbox Column is true). 4. Map the data fields you want to send to the new table. This setup ensures that only rows where the checkbox is ticked will be written to the new table, streamlining your workflow and keeping your data organized , .
Sources: Write to Table [Clay 101] - Clay University Write to Other Table | Documentation | Clay University
Alex James
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I only see the "Select a list from a column"
Channeled
APP
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If you only see the "Select a list from a column" option when setting up the "write to table" feature, you can skip this step by entering a forward slash ("/"). This allows you to proceed without mapping a list. After skipping, you can map the columns you want to copy to the new table. To ensure data is only written when a checkbox is ticked, use the "Only run if" setting in the run settings. Set the condition so the action runs only if your checkbox column is true. This way, the write action will only occur for rows where the checkbox is checked, even if you didn't select a list column earlier .
Source: Write to Other Table | Documentation | Clay University
Anna Wang
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Hey Alex James have you tried using our new "Send table data" integration? You can try using that and it should be a bit easier to use. Simply add an Only run if condition that checks if the checkbox is checked