I also added the delay on the Unknown Branch
New Contacts would enroll contacts twice during their first run if you dont have the options in the re-enrollment panel.
Thank you. This solved it for me on the contact level.
Hi @ajacobsmeyer when you set this up, did you have any enrollment issues; I keep getting a ‘fatal error’ that prevents contacts from enrolling in the WF, here is the test contact, here is the error, here is the WF.
Yeah, unfortunately, I ran into the same issue and forgot to update here. I have tried working with Hubspot support but no one could help me figure it out.
I am still blown away by the lack of a basic, referenceable global property with Today’s date. I’ve sank hours over days testing & troubleshooting custom workflows for different record objects…at this point I’m spending more time being a HubSpot Developer than I am doing my actual job.
Incredible that such a fundamental/rudimentary thing has been being asked for for years & somehow hasn’t been prioritized. One of many of the small time-sinks in the platform that makes the cost of a more effective tool/platform worth it.
Hi @JGolden,
Thank you for your feedback, I would like to apologize for the frustration and the business impact this has caused.
At the moment our best recommendation is to please leave your feedback on the Ideas Forum. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Thank you,
Kristen
I’m not blown away by any of the shortcomings of Hubspot anymore. I have come to expect mediocrity.
I tried a few of the options in this post to get a reliablew “Today’s Date” property on my deals. I didn’t have luck for a long time!
However, I finally found a reliable solution which is to create a Scheduled Workflow, rather than adding in a delay.
So before you create the workflow make sure you’ve chosen “Schedule” in the list.
And then this workflow worked for me:
Re-enrollment is on with all conditions.
It updates daily and doesnt seem to slow my account.
Hope it works for you!
Thanks
Duncan
This is great, @DColeman7! Thanks for sharing! ![]()
Thanks @DColeman7. Any reason why the delay wasn’t working?
Thanks for providing this alternative solution @DColeman7. I just wanted to post for others reading this that I don’t believe a scheduled workflow like this would be an option if you don’t have Operations Hub Professional.
Is this method still working for you? Mine is note. The workflow is not re-enrolling the contact into the workflow because the “Today’s Date” property becoming known happens while it is still in the workflow. Therefore, it does not trigger re-enrollment. Did something change or have any of you found a workaround for this?
It really is so crazy that “Today’s Date” isn’t a native value available globally in HubSpot. The workflow outlined in this post is a great workaround though. I recorded a quick video of setting it up, which hopefully is helpful to folks.
I find myself reaching for Today’s date a lot in reporting and other workflows. Here’s are a quick example use case of building a custom report to get visibility into onboarding activity.
This is great! Thanks for sharing this video with us, @stuartbalcombe!
That is mega @stuartbalcombe
From what I can tell, this method no longer works unless you have Operations. . .
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub.
We’ll create 2 properties and 2 workflows to workaround a tricky HubSpot limitation so you can use Today’s date in reporting and calculated properties. Eg. Days until renewal.
Why are we creating 2 workflows?
To keep our Today’s Date property up to date, we need to run the workflow on the same object at least once a day…
But…
HubSpot now prevents us from enrolling a company in a workflow from within the same workflow.
Here’s how our solution works:
PRE-WORK: Create 2 properties:
→ Today’s Date - Date picker
→ Today’s Date Updated - Single Checkbox
1. Create our first workflow triggered when:
→ Today’s Date Updated is None
→ Today’s Date Updated is Unknown
*Turn on re-enrollment for the trigger
2. Set a delay for a set amount of time
→ This could be anything from 1 minute to 12 hours.
3. Set the property value of “Today’s Date” to the time of the workflow.
4. Set the property value of “Today’s Date Updated” to “YES”.
→ We’ll use this as the trigger in workflow 2.
5. Copy the newly updated “Today’s Date” value to all associated Deals, Tickets, or Quotes.
→ You’ll need to add a corresponding “Today’s Date” property to each object you want to copy to but this way you don’t need additional workflows.
6. Clone your new workflow and make a few tweaks
→ Update the 2nd workflow to be triggered when “Today’s Date Updated” is equal to “Yes”
→ Update step 4 above to set the value of “Today’s Date Updated” to “NO” in the 2nd workflow
And we’re all done. Our property will be updated at the interval we set with the current date in our accounts default timezone.
Thanks for colaboration!
Could you send a screenshot or video of this workflows?
Thanks a lot!