Index Match with If Statements
I have a formula question. I have external employees who do customer visits and repair visits. For every visit they enter a visit detail and when the primary reason for the visit is Repair/Troubleshoot, they have to do a repair detail. To keep them from having to reenter shared info, I did an index match formula utilizing a manual case ID. When they enter the manual case id on the repair side of things, the shared data populates the field.
It works great, but I want to close the loop and automatically detect if they select repair/troubleshoot but don't do a repair detail. My approach is to have the automatic case id on the Repair sheet to automatically populate a column on the Visit sheet when the primary reason for the visit for both sheets is Repair/Troubleshoot. I think I need an IF - INDEX - MATCH formula, but I am having the hardest time figuring it out.
I'd be super grateful for some help with this.
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