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hanno
Member | Elite Partner
Member | Elite Partner

Copy deal date property to Line Item (or Product) date property

SOLVE

Hi,

 

Suppose I have filled in 2 Deal properties:

  1. Start date of the license (date)
  2. Length of the license (in years)

Calculation of End date License

Now, I want the dnd date of the license (property) to be automatically calculated (+ years) and minus 1 day. I am aware that this can be done with a workflow AND Operations Hub. However, the customer does not have that OPS Hub subscription.

 

THEN

 

Copy Deal properties with Product properties.

Then, I want to automate and copy the 2 dates (start and end date license) and the length of the license (# of years) to the properties of the product items. 3 Product properties have been created for this purpose.

 

Does anyone have an idea how to solve this?

0 Upvotes
1 Accepted solution
SteveHTM
Solution
Guide | Partner
Guide | Partner

Copy deal date property to Line Item (or Product) date property

SOLVE

@hanno - faced with a similar challenge some while back, I ended up using a calculated property (assuming you have not used all tehse up for you instance) plus some one time manipulation of values for your target property type (using a one time properties API call via Postman or similar).

The full write up is here: https://community.hubspot.com/t5/HubSpot-Ideas/Calculating-date-values-in-custom-properties/idi-p/36...

 

Steve

Steve Christian

HTM Solutions

https://info.htmsolutions.biz/meetings/stevec2

mobilePhone
+1 6195183009
emailAddress
stevec@htmsolutions.biz
website
www.htmsolutions.biz
address
San Diego, CA
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0 Upvotes
2 Replies 2
SteveHTM
Solution
Guide | Partner
Guide | Partner

Copy deal date property to Line Item (or Product) date property

SOLVE

@hanno - faced with a similar challenge some while back, I ended up using a calculated property (assuming you have not used all tehse up for you instance) plus some one time manipulation of values for your target property type (using a one time properties API call via Postman or similar).

The full write up is here: https://community.hubspot.com/t5/HubSpot-Ideas/Calculating-date-values-in-custom-properties/idi-p/36...

 

Steve

Steve Christian

HTM Solutions

https://info.htmsolutions.biz/meetings/stevec2

mobilePhone
+1 6195183009
emailAddress
stevec@htmsolutions.biz
website
www.htmsolutions.biz
address
San Diego, CA
Create Your Own Free Signature
0 Upvotes
DianaGomez
Community Manager
Community Manager

Copy deal date property to Line Item (or Product) date property

SOLVE

Hi @hanno,

 

Thanks for reaching out to the Community!

 

I'm familiar with the method you mentioned using Operations Hub and workflows, but I'm not sure if it can be achieved by creating a custom property first. 

 

Let's consult with some of our experts to see if they have any suggestions for you.

 

Hi @Lucila-Andimol, @Gilempert, @JuanGomez0818 - Do you have any suggestions for @hanno?

 

Thanks,

Diana


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