Nov 30, 20203:21 AM - edited Nov 30, 20203:31 AM
HubSpot Employee
How to create a 'Today's date' date property.
SOLVE
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists.
To do this you can follow these steps: 1) Create a custom date field property
2) Create a contact-based workflow with the enrollment triggers 'Today's date is known' OR 'Today's date in unknown'. 3) Turn on re-enrollment for 'Today's date is known'. 4) Add an if/then branch action with the trigger 'Today's date is known'. 5) After the NO branch add the action 'set property value' and then set 'Today's date' to the 'date of step'. 6) After the YES branch add the the action 'set property value' and then set 'Today's date' to the 'date of step'. 7) The last steps after the YES branch will be a delay. To do this you will chose 'delay until a day or time' and then choose 00:15 or any other time after midnight.
This workflow will then work in the backround to always make sure each contact has today's date saved as the value on their record. The same can be repeated for company and deal properties.
It really is so crazy that “Today’s Date” isn’t a native value available globally in HubSpot. The workflow outlined in this post is a great workaround though. I recorded a quick video of setting it up, which hopefully is helpful to folks.
I am not sure why it needs to be so complicated. I found a solution that simply changes the date if it is not known or is over a day old. It would be nice if HubSpot simply fixed the issue by providing an option to select todays date (rolling).
There is a new option in Workflows for a SCHEDULED workflow option. If you have the ability to set up a scheduled workflow option here is what the setup should look like now for an EASY Today's Date property for any object.
There is a new option in Workflows for a SCHEDULED workflow option. If you have the ability to set up a scheduled workflow option here is what the setup should look like now for an EASY Today's Date property for any object.
I am not sure why it needs to be so complicated. I found a solution that simply changes the date if it is not known or is over a day old. It would be nice if HubSpot simply fixed the issue by providing an option to select todays date (rolling).
I tried all the above solution but every time it seems contacts can't be re-enrolled. How did you manage to make it work ? Here is an example with "today's date > 1 day ago" but same goes with "today's date is unknown"
It's absolutely insane that Hubspot hasn't created a default property for that. Not sure how they expect people to upgrade subscriptions if we have to go through all this hassle to get a simple piece information in there.
Created another version for this below - not sure if it will work tomorrow though. I have reenrolment enabled but there are always surprises with this type of workflow
[Updated from my previous reply] Steal this workflow to dynamically set a Today’s Date property without Ops Hub.
We’ll create 2 properties and 2 workflows to workaround a tricky HubSpot limitation so you can use Today’s date in reporting and calculated properties. Eg. Days until renewal.
🚨 Why are we creating 2 workflows?
To keep our Today’s Date property up to date, we need to run the workflow on the same object at least once a day…
But…
HubSpot now prevents us from enrolling a company in a workflow from within the same workflow.
Here’s how our solution works:
PRE-WORK: Create 2 properties: → Today’s Date - Date picker → Today’s Date Updated - Single Checkbox
1. Create our first workflow triggered when: → Today’s Date Updated is None → Today’s Date Updated is Unknown *Turn on re-enrollment for the trigger
2. Set a delay for a set amount of time → This could be anything from 1 minute to 12 hours.
3. Set the property value of “Today’s Date” to the time of the workflow.
4. Set the property value of “Today’s Date Updated” to “YES”. → We’ll use this as the trigger in workflow 2.
5. Copy the newly updated “Today’s Date” value to all associated Deals, Tickets, or Quotes. → You’ll need to add a corresponding “Today’s Date” property to each object you want to copy to but this way you don’t need additional workflows.
6. Clone your new workflow and make a few tweaks → Update the 2nd workflow to be triggered when “Today’s Date Updated” is equal to “Yes” → Update step 4 above to set the value of “Today’s Date Updated” to “NO” in the 2nd workflow
And we’re all done. Our property will be updated at the interval we set with the current date in our accounts default timezone.
It really is so crazy that “Today’s Date” isn’t a native value available globally in HubSpot. The workflow outlined in this post is a great workaround though. I recorded a quick video of setting it up, which hopefully is helpful to folks.
However, it was driving my entire team crazy because whenever they try to look at what workflow someone had enrolled in the list went on forever since the workflow runs daily.
My solution is a custom code action. Run the custom code action just before you need to use the "today's date" value in your other workflows.
@n_costa this version works for Contacts. I'm using it on multiple workflows. This should be easy enough to update the object type to pretty much any of the objects where you need a "today's date"
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub.
We’ll create 2 properties and 2 workflows to workaround a tricky HubSpot limitation so you can use Today’s date in reporting and calculated properties. Eg. Days until renewal.
🚨 Why are we creating 2 workflows?
To keep our Today’s Date property up to date, we need to run the workflow on the same object at least once a day…
But…
HubSpot now prevents us from enrolling a company in a workflow from within the same workflow.
Here’s how our solution works:
PRE-WORK: Create 2 properties: → Today’s Date - Date picker → Today’s Date Updated - Single Checkbox
1. Create our first workflow triggered when: → Today’s Date Updated is None → Today’s Date Updated is Unknown *Turn on re-enrollment for the trigger
2. Set a delay for a set amount of time → This could be anything from 1 minute to 12 hours.
3. Set the property value of “Today’s Date” to the time of the workflow.
4. Set the property value of “Today’s Date Updated” to “YES”. → We’ll use this as the trigger in workflow 2.
5. Copy the newly updated “Today’s Date” value to all associated Deals, Tickets, or Quotes. → You’ll need to add a corresponding “Today’s Date” property to each object you want to copy to but this way you don’t need additional workflows.
6. Clone your new workflow and make a few tweaks → Update the 2nd workflow to be triggered when “Today’s Date Updated” is equal to “Yes” → Update step 4 above to set the value of “Today’s Date Updated” to “NO” in the 2nd workflow
And we’re all done. Our property will be updated at the interval we set with the current date in our accounts default timezone.
@stuartbalcombe thank you so much for this updated solution. So far it's working great for us. Here's a screenshot of each of our two workflows in case these are helpful for anyone else.