Auto-increment a new form entry if it matches an existing name

Dermot McGuire

My team is using Smartsheet to track interactions with our customers on Facebook. To keep a record of the interactions, we're using a form to populate a sheet with the data (time, date, sentiment, that sort of thing).

 

I'd like to find a way to automate one of the questions in the form - how many times we've interacted with that customer to date.

 

Basically, is it possible to use a nested IF formula in a "no. of interactions" column to check for matches in a "name" column and return a number based on how many matches it finds?

Etienne Desbiens

So basically, you would like one cell to give you the amount of interaction with one specific customer (chose by writing his name in another column)?

I used this formula :
=COUNTIF(CHILDREN(), nom1)
If all your document is indented under a parent name, you can do the same. Else, I used this : =COUNTIF(nom:nom, nom1) - 1

Hope it helps,

Étienne Desbiens

Dermot McGuire

Hi Etienne, that's got it - thanks very much!