Add Conditional Formula for Multiple Find People Sources in Tables | Clay

Add Conditional Formula for Multiple Find People Sources in Tables | Clay

Clay Support
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Yes, you can use a Formula column to assign different values based on your Find People sources without creating separate tables. [1]
Add a new column, select Formula, and use the AI Formula Generator to create conditional logic. You can reference your source columns with "/" and set up conditions like "if data came from Source A column, return 'CFO', if from Source B column, return 'CTO'".
This uses conditional runs logic to execute specific actions based on which source populated the row. [2] The formula will check which Find People source has data for each row and assign the corresponding job title accordingly.
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Clay Support
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If you need any more help with setting up your formula or managing your Find People sources, I’m here to assist. Would you like to provide more details about what you’re trying to achieve so we can continue?
Bálint S.
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I see the Find People column which is fed from 2 sources. But I don't see an identifier for those to say it was source A or B.
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Clay Support
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You're right - when multiple sources feed into one Find People column, there isn't a built-in source identifier. To work around this, you can inspect individual cells to see which source populated them. [1]
Click on specific cells in your Find People column to open the Cell Details panel, where you can see the data structure and potentially identify patterns that indicate the source.
Alternatively, you could create separate child columns from your Find People enrichment by clicking on cells and using "Add as column" for specific endpoints, then use those separate columns in your formula logic. [2]
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Bálint S.
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can I perhaps create multiple Find People columns and each would work with a single source - to avoid creating multiple tables?
Clay Support
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Yes, you can create multiple Find People columns in the same table, each configured with a different source. When adding sources to an existing table, go to Actions → Import, then search for and select Find People. [1] Configure each Find People column with its specific source settings during setup. [2] This way you'll have separate columns like "Find People A" and "Find People B", making it easy to create your formula that assigns "CFO" to rows from source A and "CTO" to rows from source B.
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Was that helpful?
Clay Support
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If you still need help with setting up your Find People columns or formulas, I’m here to assist. Would you like to share more about what you’re trying to achieve so we can continue?
Bálint S.
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no, I still don't see how I can add separate columns for separate sources.
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I understand this can be frustrating; I’ll connect you with a human agent who can provide more detailed assistance.
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Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Bálint S.
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thanks
Bálint S.
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https://app.clay.com/workspaces/546708/workbooks/wb_0t6ab38fiUFxqCxGDBT/tables/t_0t6adkl7W6T5ys6PDDr/views/gv_0t6adkmsUyM3xzaf22q