Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Auto-increment a new form entry if it matches an existing name
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?
Comments
-
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
-
Hi Etienne, that's got it - thanks very much!
Categories
- All Categories
- 14 Welcome to the Community
- 10.8K Get Help
- 65 Global Discussions
- 69 Industry Talk
- 385 Announcements
- 3.5K Ideas & Feature Requests
- 56 Brandfolder
- 125 Just for fun
- 50 Community Job Board
- 464 Show & Tell
- 40 Member Spotlight
- 44 Power Your Process
- 28 Sponsor X
- 234 Events
- 7.3K Forum Archives