# Moving transactions based on a date property

**URL:** <https://community.hubspot.com/t/moving-transactions-based-on-a-date-property/119862>\
**Category:** CRM\
**Tags:** workflows, sales\
**Created:** [November 5, 2024, 5:03pm UTC](https://community.hubspot.com/t/moving-transactions-based-on-a-date-property/119862 "2024-11-05T17:03:12Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Louisjacquot](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/louisjacquot/32/63860_2.png) [@Louisjacquot](https://community.hubspot.com/u/Louisjacquot)\
**Post date:** [November 5, 2024, 5:03pm UTC](https://community.hubspot.com/t/moving-transactions-based-on-a-date-property/119862/1 "2024-11-05T17:03:12Z")

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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

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [November 5, 2024, 5:09pm UTC](https://community.hubspot.com/t/moving-transactions-based-on-a-date-property/119862/2 "2024-11-05T17:09:17Z")

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Hi @Louisjacquot,

This can be done in Professional and Enterprise subscriptions with a deal-based workflow: [Create workflows](https://knowledge.hubspot.com/workflows/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!

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<div class="post-metadata">

**Author:** ![Louisjacquot](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/louisjacquot/32/63860_2.png) [@Louisjacquot](https://community.hubspot.com/u/Louisjacquot)\
**Post date:** [November 8, 2024, 8:15am UTC](https://community.hubspot.com/t/moving-transactions-based-on-a-date-property/119862/3 "2024-11-08T08:15:44Z")

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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
