Hello 
I own a catering company. For my transactions, I’ve added a DATE property to save the date of the client’s event (wedding…).
I’m trying to setup a workflow in which any deal with a DATE that is passed is moved within the same pipeline to another column (for instance from the colum “Deals in process” to the column “Deals lost”)
The thing is I don’t manage to configure the event date = passed
Could anyone help me with this ?
Many thanks for your help
Best,
Louis
Hi @Louisjacquot,
This can be done in Professional and Enterprise subscriptions with a deal-based workflow: Create workflows
You would enroll deals ‘When filter criteria is met’ > ‘Date property is more than 0 days ago’, then use the ‘Set property value’ / '‘Edit property’ workflow action to update the deal pipeline and stage.
Without workflows, this cannot be done.
Best regards!
Hello Karsten
Thank you very much for he quick reply and explanation
I managed to setup it 
It’s the “Date property is more than 0 days ago” that I couldn’t figure out
Thank you so much for your help
Best,
Louis