CRM

OliviaB
HubSpot Employee
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
2020-11-30 16_06_15-Property settings.png

 

2020-11-30 16_05_51-Property settings.png

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. 

2020-11-30 16_19_56-Unnamed workflow - Mon Nov 30 2020 16_09_04 GMT+0800 _ HubSpot.png

 


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. 


2 Accepted solutions
DColeman7
Solution
Participant

How to create a 'Today's date' date property.

SOLVE

I tried a few of the options in this post to get a reliablew "Today's Date" property on my deals. I didn't have luck for a long time!

 

However, I finally found a reliable solution which is to create a Scheduled Workflow, rather than adding in a delay. 

 

So before you create the workflow make sure you've chosen "Schedule" in the list. 

 

Screenshot 2022-05-19 at 09.57.00.png

 

And then this workflow worked for me: 

 

Screenshot 2022-05-19 at 09.50.18.png

 

Re-enrollment is on with all conditions. 

 

It updates daily and doesnt seem to slow my account. 

 

Hope it works for you! 

 

Thanks

Duncan

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stuartbalcombe
Solution
Participant | Partner
Participant | Partner

How to create a 'Today's date' date property.

SOLVE

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 find myself reaching for Today’s date a lot in reporting and other workflows. Here's are a quick example use case of building a custom report to get visibility into onboarding activity.

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50 Replies 50
stuartbalcombe
Solution
Participant | Partner
Participant | Partner

How to create a 'Today's date' date property.

SOLVE

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 find myself reaching for Today’s date a lot in reporting and other workflows. Here's are a quick example use case of building a custom report to get visibility into onboarding activity.

kvonloesecke
Community Manager
Community Manager

How to create a 'Today's date' date property.

SOLVE

This is great! Thanks for sharing this video with us, @stuartbalcombe


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DColeman7
Solution
Participant

How to create a 'Today's date' date property.

SOLVE

I tried a few of the options in this post to get a reliablew "Today's Date" property on my deals. I didn't have luck for a long time!

 

However, I finally found a reliable solution which is to create a Scheduled Workflow, rather than adding in a delay. 

 

So before you create the workflow make sure you've chosen "Schedule" in the list. 

 

Screenshot 2022-05-19 at 09.57.00.png

 

And then this workflow worked for me: 

 

Screenshot 2022-05-19 at 09.50.18.png

 

Re-enrollment is on with all conditions. 

 

It updates daily and doesnt seem to slow my account. 

 

Hope it works for you! 

 

Thanks

Duncan

boydjk88
Participant

How to create a 'Today's date' date property.

SOLVE

Thanks for providing this alternative solution @DColeman7. I just wanted to post for others reading this that I don't believe a scheduled workflow like this would be an option if you don't have Operations Hub Professional.

 

2022-07-25_19-13-23.png

DWoods
Participant

How to create a 'Today's date' date property.

SOLVE

Thanks @DColeman7. Any reason why the delay wasn't working? 

0 Upvotes
kvonloesecke
Community Manager
Community Manager

How to create a 'Today's date' date property.

SOLVE

This is great, @DColeman7! Thanks for sharing! 🙂 


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JGolden
Participant

How to create a 'Today's date' date property.

SOLVE

I am still blown away by the lack of a basic, referenceable global property with Today's date. I've sank hours over days testing & troubleshooting custom workflows for different record objects...at this point I'm spending more time being a HubSpot Developer than I am doing my actual job.

 

Incredible that such a fundamental/rudimentary thing has been being asked for for years & somehow hasn't been prioritized. One of many of the small time-sinks in the platform that makes the cost of a more effective tool/platform worth it.

wmbutler
Participant

How to create a 'Today's date' date property.

SOLVE

I'm not blown away by any of the shortcomings of Hubspot anymore. I have come to expect mediocrity.

kvonloesecke
Community Manager
Community Manager

How to create a 'Today's date' date property.

SOLVE

Hi @JGolden,

Thank you for your feedback,  I would like to apologize for the frustration and the business impact this has caused.  

 

At the moment our best recommendation is to please leave your feedback on the Ideas Forum. Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Thank you,

Kristen


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ajacobsmeyer
Participant

How to create a 'Today's date' date property.

SOLVE

After a bit of struggle to implement this on deal objects, I found that you actually need to set the delay before the action on the 'YES' branch, otherwise it runs the workflow and then delays updating until 12:15, leaving you with Today's Date being one day behind. Set Delay.png

GSalazar100
Participant

How to create a 'Today's date' date property.

SOLVE

Hi @ajacobsmeyer when you set this up, did you have any enrollment issues; I keep getting a 'fatal error' that prevents contacts from enrolling in the WF, here is the test contact, here is the error, here is the WF.

Screen Shot 2022-06-16 at 7.01.06 AM.png

 

Screen Shot 2022-06-16 at 6.54.45 AM.png

 

 

 

 

 

 

 

 

 

 

Screen Shot 2022-06-16 at 6.59.14 AM.png

0 Upvotes
ajacobsmeyer
Participant

How to create a 'Today's date' date property.

SOLVE

Yeah, unfortunately, I ran into the same issue and forgot to update here. I have tried working with Hubspot support but no one could help me figure it out. 

0 Upvotes
AdSimon
Participant

How to create a 'Today's date' date property.

SOLVE

Thank you. This solved it for me on the contact level. 

CRaluy
Participant

How to create a 'Today's date' date property.

SOLVE

I also added the delay on the Unknown Branch 

 

New Contacts would enroll contacts twice during their first run if you dont have the options in the re-enrollment panel.  

 

Screen Shot 2022-03-18 at 12.28.22 PM.png

0 Upvotes
CCunha2
Participant

How to create a 'Today's date' date property.

SOLVE

Good work, @OliviaB! Tks share this solution with the community. 

0 Upvotes
hel10z
Participant

How to create a 'Today's date' date property.

SOLVE

Hi Olivia B, Thanks for that but when can we see a simple solution implemented.

How many people do you need for this to be deployed/actioned?

I have used a free CRM in the fast with this option, yet a $$$ solution doesn’t have this functionality.

Looking forward for this to be actioned.

Cheers

0 Upvotes
GEiselt
Contributor

How to create a 'Today's date' date property.

SOLVE

Really appreciate you going to the trouble of finding this workaround, but it is kind of unbelievable for a CRM of HubSpot's size and prestige to not offer relative date values!

 

Reposting this relevant master idea that addresses this issue to upvote for others who are struggling:

https://community.hubspot.com/t5/HubSpot-Ideas/Date-filters-Improve-Options-Across-all-of-Hubspot-Ma...

Ruben_tB
Participant | Diamond Partner
Participant | Diamond Partner

How to create a 'Today's date' date property.

SOLVE

HubSpot, please add today's date as a standard date property in HubSpot.




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JOpie
Contributor

How to create a 'Today's date' date property.

SOLVE

Hi -

 

What I posted elsewhere (similar to this at https://community.hubspot.com/t5/CRM/How-to-create-a-Today-s-date-date-property/m-p/501703#) runs on 40k+ records. Works fine. There is a lag due to the way it's set up, but it's close enough for our purposes...

 

Best, John

MW96
Participant

How to create a 'Today's date' date property.

SOLVE

Does anbody has experiences to what number of records this workaround can be supposed to be more or less reliable?

 

Thanks for sharing this!

0 Upvotes