CRM

blauer1
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Creating an active list that changes based on a form's input

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I have created a form for internal sales to fill out for customer pilots.  The form has a lot of customer data plus two important inputs - the start date and end date (pilot_start_date) & (pilot_end_date) of the pilot.  I have also created a list called "Current Pilots" that shows all of the pilots that are active at any given time.  The list is set up to show the company name, contact, etc.

 

Is there a way to automate my list so that only the current customer pilots that are underway populate the list?

 

I have tried multiple configurations and nothing works.  

 

Thank you!

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karstenkoehler
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Membro do Hall da Fama | Parceiro

Creating an active list that changes based on a form's input

resolver

Hi @blauer1,

 

Assuming that both are date properties, yes. Simply filter for "Start date is more than 0 days ago AND End date is more than 0 days from now".

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Creating an active list that changes based on a form's input

resolver

Hi @blauer1,

 

Assuming that both are date properties, yes. Simply filter for "Start date is more than 0 days ago AND End date is more than 0 days from now".

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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blauer1
Membro

Creating an active list that changes based on a form's input

resolver

Brilliant, Karsten!

Thank you!

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