Issue with Exclusion List for People Table in Workbook

Max Thilen · 2024-10-04 16:42:18.623259+00

Hi - I have a workbook which contains an accounts table and a contacts table. When I try to find more people at companies, I'm not able to select my people table inside that workbook as an exclusion list. Is this intentional or a bug? See screenshot where you can see the people table in my workbook and the (empty) selection

Issue with Exclusion List for People Table in Workbook | Clay

Max Thilen
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https://app.clay.com/workspaces/98440/workbooks/wb_smzT5usp8rsh/tables/t_4H36qz8QjB4R/views/gv_3YcWbCKYNm9J
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
owen (Clay)
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Hey Max! It looks like your workbook isn’t recognizing the "Master Table - People" as a Person Table. You can confirm this by checking the icon next to the table name at the bottom of the screen, as shown in the image I’ve included. If the data in "Master Table - People" was uploaded from a CSV, try creating a new table within the same workbook and upload the CSV again, but this time as a People Table. Once you've done that, refresh and try again. Here's a quick video that walks you through the process! Video https://downloads.intercomcdn.com/i/o/w28k1kwz/1204861990/ada3d1cf8740a474750eca39cf83/CleanShot+2024-10-04+at+17_53_08%402x.png?expires=1728081000&signature=a6039aa609a190cd6ec8086ada392e71999116db3354ca13bbd2db454c3bb11f&req=dSInEsF4nIhWWfMW1HO4zT0supopqoAGhh6R6R8P0DO2POViPEK92kFef3f%2B%0AbsNl%0A
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
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Hi Max Thilen! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Simon Kronenberg
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Hi owen (Clay), thank you so much for your response. I am having the same issue and cannot figure out how to create a people exclusion list (Garima Kewlani). I am uploading my list by clicking "upload people via csv" but once it's uploaded, it's still marked as a "custom list" instead of a "people list". What do I need to do make sure Clay recognizes it as a people list?
Simon Kronenberg
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Found a workaround to get it recognized as a people table by first creating a blank people table and then importing into the people table. however, when trying to select it as an exclusion list, I still can't find it. What am I doing wrong?
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Simon Kronenberg
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Do I need to add some kind of clay people identifier column?
Max Thilen
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Hey owen (Clay) I followed these instructions but the table is still not visible. Could this be a bug on the clay side or am I doing something else wrong? I've refreshed
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Max Thilen
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owen (Clay) not sure if this is right but based on what I'm seeing + what Simon Kronenberg is detailing above it seems like there's a bug that makes it so that People Tables created after some date (or perhaps with some other characteristics?) are not visible in the exclusion drop down. For example, I just created a new people table outside of a workbook (thinking that maybe workbooks were the issue) called 'Test People Table' which I'm showing in the directory but is also invisible in the exclusion list.
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Max Thilen
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The reason it seemed like it could have to do with table creation date is that if you look at the attached screenshot which shows a directory that I've had for a while and which contains 4 people tables, the only one that is visible (on the right) is also the oldest table. N of 1 but kinda seems like tables after some date are not being seen
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owen (Clay)
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Hey Max and Simon! Thank you for the details here! It looks like we've got a bug on our hands - I've escalated this over to our engineering team and we'll let you know as soon as we know more!
Max Thilen
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Thanks!
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Simon Kronenberg
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awesome thanks!
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Simon Kronenberg
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Hi owen (Clay) Do you happen to have an update? (fyi Garima Kewlani)

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