Current Day of the Month Logic

Smart CRM & Sales Hub CRM
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1

Team,

I have a situation where, at the beginning of every month, I need an object line created if a property is equal to the field type (this is created), BUT with the condition that the current date (1st of the month when the workflow is scheduled) is within the contract start and end dates.

It is a precious advantage, but there is no current-day reference from which to derive logic. I am looking for workarounds.

Thanks!

2

Hi @DErb,

This workflow would not have to be very complex, unless I’m missing something.

in the enrollment criteria of a recurring monthly workflow, simply check whether start date is more than 0 days ago AND end date is more than 0 days from now. That should do the trick.

Best regards!