Clay Icon

How to View Table Mappings and Dependencies in Clay

Β·
Β·

Hi all, I built something suuuuuuper complex about 9 months ago and it was working brilliantly. Pumped to be back using Clay full time again, but unfortunately, picking things back up is waaaay harder than I thought it would be. Even though I had mapped out my flow on figma, I'm pretty sure there was a lot of work in progress that wasn't recorded anywhere. Is there a way to now see the mappings in clay from one table to another inc dependencies ect?

  • Avatar of Channeled
    Channeled
    APP
    Β·
    Β·

    You can view the mappings and connections between your tables using the View Graph feature. Here's how to access it: 1. Open the table you want to analyze 2. Click the "..." menu next to your table name at the top 3. Select "View Graph" This will show you a visual representation of how your tables are connected and their dependencies.

    Source: View Graph

  • Avatar of Channeled
    Channeled
    APP
    Β·
    Β·

    Is that what you were looking for?

  • Avatar of Nick S.
    Nick S.
    Β·
    Β·

    The view graph feature is super cool within tables and does help, but I'm looking for the connections between tables.

  • Avatar of Channeled
    Channeled
    APP
    Β·
    Β·

    Looks like you're still looking for help. We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond. 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!

  • Avatar of Daniel K.
    Daniel K.
    Β·
    Β·

    Hey there, thanks for reaching out! 😊 We're glad to have you back! To ensure you can clearly see all dependencies, it's best to store all connected tables within a single workbook rather than as separate tables. This helps maintain a clear structure and makes managing relationships between data easier. Here’s an example:

    (146 kB)
    Image

    Let us know if you have any questions!

  • Avatar of Nick S.
    Nick S.
    Β·
    Β·

    Hi Daniel, thanks for the response! This is a little unclear... I made these tables months ago and I don't believe splitting tables by workbook was a thing back then. Can you take a look at my tables and let me know what action to take to see how they are all connected?

  • Avatar of Daniel K.
    Daniel K.
    Β·
    Β·

    Hey Nick, you are correct, this is a rather new feature. What you can do is create a workbook and move all the tables into the workbook. Once you have all the tables in your workbook, click on overview to see their dependencies. Below the process: To move a table into a workbook in Clay, follow these steps: 1. Navigate to the main workspace area labeled "My Workspace." 2. Select "Create New," then choose "Workbook," and select "Blank Workbook." Give it a unique name for easy identification. 3. Go back to the table you want to move. Click on the arrow next to the table name to open the dropdown menu. 4. In the dropdown, select "Move table to Workbook" and choose the workbook you just created. This process will help you organize your tables efficiently within a workbook. If there's anything else I can assist you with, please let me know! 😊 Have a great Tuesday, Daniel