Automation If Condition with Date Column Fails, but Works in Formula – Need Both Auto and Manual Checkbox Control

Hi Coda Community,

I’m having trouble with automations involving two columns in my table:

  • Recording Date (type: Date): This column stores the relevant date for each item.

Recording done (type: Checkbox): This column should be checked automatically if the Recording Date is before today, but I also want the flexibility to manually check or uncheck it as needed.

Here’s what’s happening:

  • If I use [Recording Date] < Today() as a formula in the “Recording done” column, it works perfectly—but the checkbox becomes read-only and I lose manual control.

  • If I try to use the same logic in an automation (trigger: Row changed on Recording Date, If: [Step 1 Result].[Recording Date] < Today()), the condition always returns false—even when the Recording Date is before today.

  • If I set the If condition to just true, the automation runs, but does not update the checkbox value.

My goal:
I want “Recording done” to be automatically checked if “Recording Date” is before today, but I also want to be able to manually check or uncheck the box if needed (so a formula-only solution isn’t enough).

What I’ve tried:

  • Verified both columns are correct types (Date and Checkbox)

  • Tested with new and existing row

  • The formula logic works in a column, but not in the automation If step

Is there a workaround for this? Any advice to achieve both auto and manual control would be greatly appreciated!

Thank you!

:waving_hand: @Takshika_Jambhule

welcome to the community! :hugs:

this thread addresses the same issue and provides theory in solution

hope this helps!

Cheers!
Mel

1 Like

Thank you for the suggesstion. However, We used “Button” option to tackle this time :slight_smile:

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