Automation to updates all with same name in the primary column?

Kimbh

Hi, I primary columns with customer ID's. I have date columns I put today's day in when I have contacted that client.

What I need is, when I put a date in the date in the column, is to have all the customer with the same ID in the primary column to have the date column also fill. Or a help column auto fill with a text or a symbol auto fill.

I don't want to have to search up all the same customer ID and put in a date or something to let me know they have been contacted.

Any advice on how to do this.

Thank you

Genevieve P.

Hi @Kimbh

I think your idea of a Symbol column could work well!

For example, if you had a symbol column with the green checkmark circle, you could write an IF statement that says that IF the COUNT of rows that have this same customer name and a Date in the date column is greater than 1 (so at least one row has a date for that customer), return the green checkmark.

Try something like this:

=IF(COUNTIFS([Primary Column]:[Primary Column], [Primary Column]@row, Date:Date, <> "") > 0, "yes")

See: COUNTIFS Function / Use column formulas to apply calculations to all rows in a sheet

Let me know if this makes sense and will work for you.

Cheers,

Genevieve

Kimbh

Thank you, I get how that works

Kimbh

@Genevieve P.

I could really use some help. I have set this up so when the Notif box is checked then today's date is put in the box. =IF(Notif@row = 1, TODAY())

I'm trying to get so all matching Customer ID auto have the box check.

=IF(COUNTIFS([Customer Id]:[Customer Id], [Customer Id]@row, Notif:Notif <>"") > 0, YES"))

=IF(COUNTIFS([Customer Id]:[Customer Id], [Customer Id]@row, Notif:Notif <>"") > 0, true"))

Thank you so much

Kim

Genevieve P.

Hi @Kimbh

You're very close! This looks like it should work, except you have an extra one of these ) at the end of your formula.

You'll also want to make sure "Yes" is in full quotes.

Try:

=IF(COUNTIFS([Customer Id]:[Customer Id], [Customer Id]@row, Notif:Notif <>"") > 0, "YES")

Cheers,

Genevieve

Kimbh

THANK YOU!! I simple could not see what I missed.

Genevieve P.

No problem at all! Happy to be an extra set of eyes 👀