Here is a video of what I am trying to do.
Hi @Marni_Melrose - thanks for the video but it is little hard to see what is going on - could you share the doc here or with support!@coda.io and we can try to help.
Hi @Marni_Melrose, Instead of using automation, why not a simple if statement - if(Status = “Complete”, Today(), “”)?
This way any change in status is immediately reflected in the “Complete” column.
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I think I figured out your issue.
Your “Then” step is doing a logic test, instead of modifying the data.
I figured out how to do the same setup on my project just now and this is my Then statement:
ModifyRows(thisRow.[Step 1 Result], [Master Task List].Completed, Today())
So I THINK this would work for your document:
ModifyRows(thisRow.[Step 1 Result], [Step 1 Result].Complete Date, Today())
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Thanks I finally figured that out too.
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Hi @Marni_Melrose and @Chris_Owens1. I am trying to do the same thing - but in step 2 (the condition), every formula I use is returning “false.” Here is the one I’m trying to use. I’ll also try to attach a screenshot.
thisRow.[Step 1 Result].Status=“Completed”
I would really appreciate any help. Thanks!
You wrote ‘Completed’ in your formula, but the screenshot shows it should be ‘Complete’.
Could that be the issue?
Thank you for the reply, @Pablo_DV. I caught that too, but it didn’t fix anything. I’ve tried dozens of variations to this and I just can’t figure out how to get it to work. My most recent attempt is that I changed the status to a checkbox thinking that that would simplify things. But I still can’t figure it out. In the screenshot formula I use the number 1 to indicate a checked box, but I’ve also tried “true,” and neither have worked. Thanks for your help.
It’s hard to tell without having access to the doc. Would you consider sharing a dummy doc without private information?
By looking at your screenshot, the first thing I notice is that you are using ThisRow instead of Step 1 Result.
The ‘T’ in the green chip containing ThisRow.Status indicates that the column type is a Text, but in the screenshot I see a checkbox under the ‘Status’ header. Something looks weird with the types and probably is the reason why it is failing, as the error message hints.
Yes. I’ve created this shared link: https://coda.io/d/Status-Dummy-doc_dy56uJaF_uH
It’s a hidden table, fyi. Let me know if you need anything else. Again, I appreciate the help.
Hello @Yurii_Hydrick
I just edited your doc and added some information on the “Projects” page.
Since I didn’t have access to the hidden page, I added a view of it to better understand what’s happening.
First Point: Checkbox Comparison
In your comparison, you are checking whether the “Status” checkbox is checked or not. However, you need to compare it with true instead of 1.
Below the table view, I added two comparisons:
- Comparing with
1results infalse. - Comparing with
truereturns the expected result.
Alternatively, you don’t need to perform a comparison at all—the column itself already holds a true/false value, so you can simply reference it directly.
Second Point: Automation Row Reference
In Automation, when you need to access the row that triggered the automation in the subsequent steps, you should use the Step 1 Result reference.
I’m not entirely sure what thisRow refers to in this context, as it might not work as expected within the automation flow.
Third Point: Formula in Automation Step 3
In Step 3 of the automation, you added the Today() formula to the modified column. However, the default value inserted is determined by the column type.
To use a formula, you need to press = first when adding the value. This will open the formula editor (CLI), allowing you to enter the formula properly.
Best Regards,
Arnhold
Hello @Felipe_Arnhold, thanks for your reply. I have tried each of your suggestions multiple times and in multiple ways. The result is always “false” in step 2. However - removing the second step solved the issue. Thank you! Here’s a screenshot of where it ended.
