Duplicate Unique Client ID
I have created a Smart Sheet to help employees track when they connect with clients. I'd like to create a unique client ID for each client to help track different times the same client has been connected with. However, I cannot figure out how to alter the auto-number column to correlate the clients name with the same client ID for the second or third contact in different rows on the same sheet. Is there a way to format the auto-number function such that these clients name triggers duplicate the same client ID?
Best Answer
-
You would want to hide the auto-number column and insert a text/number column with a formula along the lines of...
=INDEX([Auto-Number]:[Auto-Number], MATCH([Client Name]@row, [Client Name]:[Client Name], 0))
This is assuming that new entries are added at the bottom of the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
-
You would want to hide the auto-number column and insert a text/number column with a formula along the lines of...
=INDEX([Auto-Number]:[Auto-Number], MATCH([Client Name]@row, [Client Name]:[Client Name], 0))
This is assuming that new entries are added at the bottom of the sheet.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.8K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives