Conditional Data Writing Across Multiple Tables in Excel Workbook | Clay

Conditional Data Writing Across Multiple Tables in Excel Workbook

I have a workbook with 40 tables. On the first main master table, is it possible to "write to other table" with conditionals, like you would in a traditional workflow tool? e.g. if company is Type A, write data to Table A. if company is Type B, write data to Table B. and so on

5 comments

Channeled
APP
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You can use the "write to table" feature with conditional runs to automatically route data from your master table to different tables based on company type. Set up the action by: 1. Adding a "write to table" action to your master table 2. Selecting the destination table you want to write to 3. Mapping the columns you want to transfer 4. Setting up conditional runs using the "Only run if" option For example, you can create a formula that checks if the company type equals "Type A" and only runs the action when that condition is true. You'll need to create separate "write to table" actions for each company type and destination table combination. This approach works well for "1 to many" data relationships and helps you maintain structured, relationally linked data across your workbook. Note: The feature was previously called "Write to Other Table" but has been updated to "Send table data" in the Actions dropdown.
Sources: Write to Table [Clay 101] - Clay University Write to Other Table | Documentation | Clay University
Ciaran E.
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OK - so here, I would have to create 40 separate columns each with conditionals for Company.Type==A for example?
Channeled
APP
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Yes, you would need to create separate "write to table" actions for each company type you want to route to different tables. Each action would have its own conditional using the "Only run if" option to check if the company matches a specific type. For example: ** Action 1: Write to Table A with condition "Company.Type == 'A'" ** Action 2: Write to Table B with condition "Company.Type == 'B'" This approach allows you to set specific conditions that control when each action runs, effectively routing your data based on company type. Note that the feature is now called "Send table data" in the Actions dropdown, though the legacy "Write to Other Table" option is still available when using the "Add Enrichment" button.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University
Ciaran E.
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Is there a route thats less laborious?
Channeled
APP
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Currently, the most efficient approach is still to create separate "write to table" actions with conditional runs for each company type. While this requires setting up multiple actions, it gives you precise control over data routing. You could potentially simplify this by: 1. Using the "write to table" feature with a single destination table that contains all company types, then using filters or views to segment the data. 2. Utilizing lookup functions to create relationships between tables instead of copying data. 3. Creating a custom formula that handles the routing logic in one place, though you'd still need separate actions for each destination. For your specific case with 40 tables, you might want to reconsider your data architecture to reduce the number of separate tables needed.
Sources: Write to Other Table with Clay Labs Conditional statements | Documentation | Clay University Write to Other Table | Documentation | Clay University