CRM

Stanza
Member

Auto populate Date/Time based on field update

SOLVE

Hi.

 

I have a custom date time field that needs to get updated with the current date time whenever a particular field gets updated.

 

I am trying to use the OOTB workflow byut not sure how to achieve this. Is this is even possible ?

 

Stanley

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto populate Date/Time based on field update

SOLVE

Hi @Stanza,

 

Such a workflow could look like this, in my example I'm updating Date property whenever First name is changed (or first populated).

 

karstenkoehler_0-1643001632666.png

 

Make sure to enable re-enrollment:

 

karstenkoehler_1-1643001667161.png

 

The date stamp can be found under the Set property value action:

 

karstenkoehler_2-1643001698760.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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Stanza
Member

Auto populate Date/Time based on field update

SOLVE

Thanks @karstenkoehler you solved my problem. I come from Dynamics 365 background and configuring workflows is way different, had to get my head around the trigger condition terminlogy of 'is known' 🙂

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Auto populate Date/Time based on field update

SOLVE

Hi @Stanza,

 

Such a workflow could look like this, in my example I'm updating Date property whenever First name is changed (or first populated).

 

karstenkoehler_0-1643001632666.png

 

Make sure to enable re-enrollment:

 

karstenkoehler_1-1643001667161.png

 

The date stamp can be found under the Set property value action:

 

karstenkoehler_2-1643001698760.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Auto populate Date/Time based on field update

SOLVE

Hi @Stanza 

 

Could you copy the "Last Updated" date to your Custom Date Property using a Workflow?

 

...it's a workaround, but it could work.

 

Mike

0 Upvotes