Hey everyone! Jeff from the HubSpot product team. Thanks for the upvotes, comments, and survey submissions on this post. It’s on me that we haven’t responded as much as you would have liked. The Community means a lot, and (believe it or not) we read every comment.
I’ve been looking into this “dynamic time” challenge for a bit, and I think the solution most of you are looking for already exists - it might just be too hidden. I recorded a quick video walking through what I’m thinking (apologies it’s not as “quick” as I’d like). Directions written out below. I welcome your response in the comments on this post - what did I miss? What use cases do you have that I might not be considering? Appreciate your insight.
When I’ve spoken to customers on this, the common needs are something like: “Fire a workflow when the ‘renewal date’ is in the next 30 days” or “Show me a report of everyone with a ‘birthday’ in the next 30 days”, where renewal date and birthday are just examples.
To do that, try the following:
- Create a workflow on your object (in my example, Company is where “renewal date” is)
- Set the workflow to trigger “when criteria is met”
- Choose your date property (mine was “renewal date”) and then look for the filter option “is less than” (maybe 2/3 down the list).
- In the “less than” filter settings, you can enter “days from now” or “days ago” - which both work off Today’s date!
- Then add your other criteria and your action
I’m including a screenshot of the workflow and filter I used below. It’s super simplistic - but it should give you an idea.
I hope (for some of you at least) this avoids the need for an intricate set of workflows to set a “Today’s Date” property. Let me know in the comments if it helps, or if your use case would require something different. Really keen to learn more. We’re interested in solving this problem, but its not at all easy to solve in Time Between properties (I so wish it was!) and I think this Filters solution gets at what a lot of you have been looking for.
Thanks for watching/reading and for your feedback.
Jeff