Good Morning! I need help adding to the conditional formulas in a wate... | Clay

Good Morning! I need help adding to the conditional formulas in a wate...

Good Morning! I need help adding to the conditional formulas in a waterfall after they have been created, without breaking the waterfall. Specifically, how to create a manual trigger for the entire waterfall to run so I can stage out my enrichments in phases as I need them without having a lot of duplicate tables.

14 comments

Clay Team
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Ross W.
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Here is the scenario: https://www.loom.com/share/b426ce4b2a844f76b59f62a8c5dd7b4e?sid=4529b9fc-41c1-4051-8ca2-f186069197ec Here is the sheet: https://app.clay.com/workspaces/119632/tables/t_xOnmvZO59a0T/views/gv_vxFeQYWjIjtQ And, bonus points if there is a way that I can bulk update the values in a column. Is there a find/replace or fill type feature if I want to for example, check all of the boxes in a checkbox column?
Clay Team
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Hey Ross, thanks for reaching out! I'll take a look and let you know what changes were made. I'll turn the table off since messing with the formulas could cause changes/updates to auto-run. You can also add a checkbox column and give it a conditional formula to check if the criteria is met, for that second point.
Clay Team
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Ross W., I just added the formulas to your workflow, and should only run when you check that box. Feel free to check out the settings for each column just in case, the formula is all the way at the end of it
Ross W.
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Thank you - Still having an issue - here is my result: https://www.loom.com/share/7e85e2673b2e47a7a478107950ed1527?sid=7da94ca2-eb09-43e1-989b-d7483b3e1160
Clay Team
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Got it! I'll re-add the formula to this in a different order to see if that helps. By the way, yes, the Find People integration tries to remove duplicates from previous searches but you can always remove the Import Profiles column to reset that function since previous search data is stored there
8da48b6c-2947-4565-93ae-37caa6fc43ff.png(14 kB)
Ross W.
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Hm OK, I deleted the Import Profiles column, and it does get recreated when I import a new profile, but the rest of the table columns seemed to break. I may have messed it up such that the testing for the conditionals won't work.
Clay Team
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Okay, I update the formulas now and noticed the original source was removed, so once you add new results it just needs to map out the corresponding fields... I'll check that out now
Clay Team
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There we go, I just mapped the valued back into the corresponding column and looks like it's working now.
Ross W.
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Nice! Thank you - I'd love to know how to fix that issue myself - do you mind showing me on Loom what you had to reconnect after the Imported Profile column disconnects?
Ross W.
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Or a screenshot
Clay Team
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Sure! Here's a loom https://www.loom.com/share/8018c2a161ac4af68b20ca4a921861f5
Clay Team
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Sorry for the bad audio, my mic was not setup properly lol
Ross W.
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Awesome, thank you!