Hello,
Not sure if this is possible through a workflow or not but we are trying to create a field called previous start date where if the start date changes the older value is then showed in this field? COuld a workflow acheive this?
Hi there,
To my knowledge, I do not believe this is possible outside of custom code. You can set propery history and download that to Excel/GS to do further data, but would not be able to reference it in native HubSpot reporting.
Hi @CClark3,
There are some workarounds which can help show the previous value in another field for a short time (e.g. copy the current value into another field after a delay), but that would not permanently keep the value there, only for the time of the delay.
If it’s a matter of being able to look it up, I’d recommend just using the property history: View a record's property history
If it must be filterable, I see two options:
- If the start date is maintained by a user, the user could also maintain a second field for the previous start date. It’s not very convenient but just one additional step.
- If it must be automated, this would require a custom code action, requiring Operations Hub Professional or Enterprise.
Best regards!
This can be doable via workflow. First create a text date called “prior start date”. Then, set up a workflow so that whenever the start date changes, if the “prior start date” is empty, copy over the start date into the field “prior start date”. This will then preserve the first start date in that field regardless of later changes for prior start date.
If you instead want it to be the last start date you’re setting, remove the setting where you only do this is the “prior start date” is empty.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Cheers!
Chris Chin
@ChrisChin_LLF saw your reply and wanted to point something out - this would just capture the current date once / freeze it, but not show dynamically the previous value.
By removing the “is empty” filter, this property would show the value of the original property in real time and, again, not the previous value.
Hello,
I think I found a workaround for this if anyone needs it and doesn’t want to use code. Its a bit complex as you have to create 2 Workflows and 2 Fields. First create the fields " Current Start Date" and “Previous Start Date” (Assuming you already have a start date field, it should be a total of 3 fields).
Workflow 1: When the Project start date is known copy over this value to current project start date with a 5 minute delay before it changes.
Workflow 2: Set trigger for when Project start date field is changed to copy the current project start dateto Previous Project start date.
The first workflow is to copy whatever the original start date is and the delay allows time for this value to copy to previous start date before the date is changed. Allow re-enroll on so this will update.