Hey @borisgdrz , thank you for sharing this with us!
Kindly,
Pam
Hi all,
This is now possible through a HubSpot workflow but requires Operations Hub Pro or Enterprise.
By using the ‘Format Data’ option, you can set a future date based on a present date.
Please see an example in this video or the workflow options below:
Thank you for sharing this update with the Community, @BLewty!
Hello All,
If anyone is still searching for a workflow action to set a future date and/or specific date X days from Y, please upvote the following thread: https://community.hubspot.com/t5/HubSpot-Ideas/More-workflow-options-for-date-properties/idc-p/750300#M134361
Thank you!
I agree, the optio nto choose a variable for the delay or set the due date using any (deal property) date variable should be standard included in the Sales Pro package
Hi everyone,
since we had the common need to find a solution to this problem, we have published in the HubSpot marketplace “Future Date Calculator” app.
The app adds a new deal-based workflow action that enables you to dynamically include a line item in an already existing deal.
The Future Date Calculator app automatically populates a property with a future date based on another chosen date property.
Furthermore, it calculates the number of days until the specified date, so all you need to do is enter the desired number of days.
Try it and send us a feedback!
We’re constantly working on new features for this app, every feedback would be very helpful.
Best,
Alessio
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Hi @SmartAcre,
HubSpot expanded on the functionalities of calculation properties: Create calculation and rollup properties
What you’re trying to do,can now be easily achieved with such a property, see this example that calculates a date 30 days after the record create date:
The number of days is the first number in brackets. The rest of the numbers are there to calculate the amount of milliseconds as that’s the unit HubSpot uses here.
If you want to calculate a date before, simply switch the + for a - sign.
Best regards!
This worked great! Exact same use case for a sequence of email based on the trial. Do you think this logic makes sense?
- Trial + 7 days = new date-stampe property that was created
- The workflow trigger is that the new calculation based date stamp is less than 0 days.
Hi Karsten, I am going to try your formula. Our use case is we have a contract for 3 years but we want to treat each year of the 3 year contract as a “renewal” date with a notification 90 days ahead of time. So for example, your formula would work for year one, but how could we make it add 365 days to the updated date for the next “renewal” 30 days after the original date passed?
- Original Start Date 01/01/2025
- Contract End DAte 01/01/2028
- Renewal 1 - 01/01/2026 (updates immediately when Start Date created)
- Renewal 2 - 01/01/2027 (changes to this date on 01/30/2026 if not churned)
- Renewal 3 - 01/01/2028 (changes to this date on 01/30/2027 if not churned)
Hey @ckori0! Thanks for reaching out. If you don’t hear back from @karstenkoehler on this thread, feel free to create a new one to get traction from other members of the Community!