Help with Custom Formula for Comma Separated List of Duplicate Rows' Warm Connect Column

Ajay Gandhi · 2023-12-19 18:03:40.744059+00

Hey, need help with a custom formula in this table: For the rows that have duplicate "Name column" I want to create a comma separated list of each duplicate row's respective "Warm Connect"

Help with Custom Formula for Comma Separated List of Duplicate Rows' Warm Connect Column | Clay

Ajay Gandhi
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https://app.clay.com/workspaces/95815/tables/t_jIUqeK8Qo2YB/views/gv_qI5vLHiO6YAz
Clay Team
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Hey Ajay!! Taking a look
:arc:1
Clay Team
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Ahh, okay. We can use the lookup count instead of the "name" since the formula generator doesn't have context otherwise. Updating it now
Ajay Gandhi
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thank you, sir. follow-up question. how can I avoid running enrichments on company duplicates? information and credit spend would be redundant
Clay Team
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Good one! For that I'd recommend running the Lookup Record before you enrich them, that way you can pull existing info and only enrich those that don't currently exist. Those newly enriched companies, you can write them over to a "master company table" where you pull data from if that helps
Clay Team
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I'm reformatting the formula to ensure it does it all in one go without adding another one
:thumbsup_all:1
Ajay Gandhi
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Thank you. Do you think you can help me out with the lookup record before enrichment flow? I don't know how I would implement that
Clay Team
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Sure! It's as straightforward as it sounds. Once you have a list of companies and the value you want to look up, that's the first step you add, then you snowball the rest of the enrichments giving them the condition to only run if no match is found
Clay Team
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Any table?.... The formula is working now btw, it just appears not all records have a warm connect or more than 1 in the table you're searching in
Ajay Gandhi
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Also I want to confirm we're on the same page for my first request. For the first two rows for the company called Activate, the formula cells should read Garry Cooper, Hans Yang for both rows.
Ajay Gandhi
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For this formula, we're not looking up in another table ^
Ajay Gandhi
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It's duplicates within the "yogi table"
Ajay Gandhi
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Can huddle if clarification is needed, let me know!
Clay Team
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Ah, got it. So we want to lookup in the same table for duplicates then? Cause the lookup record column was searching in another table
Ajay Gandhi
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Yeah the lookup record is for something else I'm doing. For the formula, we want to lookup duplicate names and then create a comma separated list of the warm connects attached to those names

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