Workflow - Project Start Date must be after close date
SOLVE
I am trying to set up a workflow to ensure my deal data is updated properly. In my situation I have a project start date being recorded on each deal along with a close date. I am trying to make a workflow that validates the project start date must always be set after the close date. Has anyone had success doing this?
Workflow - Project Start Date must be after close date
SOLVE
I think that the filter "Date is before property" would be helpful here as a trigger. It could get you a list of incomplete entries and copy the completion date to the contact sales date or vice versa.
Other than that I think you'd need to tie some sort of trigger (like a hidden property in the SQL form) to enroll the workflow and copy the date given.
Workflow - Project Start Date must be after close date
SOLVE
Hi @HubSpotMaster - did you ever work this out? I am struggling with the same issue and trying to find a workflow that would 'update the start date to the close date +1 month'.
I also wanted to invite a couple of subject matter experts to this conversation @DanielJeal, @Teun and @miljkovicmisa, do you have any other suggestions to help @MBoogaard, please?
If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂
Workflow - Project Start Date must be after close date
SOLVE
Hello @MBoogaard - I believe setting a date property x number of days hence is now possible to do via a workflow - but you will need Ops Hub Pro and above.
I agree with @ConnorSlivensky on the "date is before property." You could use that to trigger an internal notification to yourself or a colleague when this occurs. I don't think a preventative validation rule is an option though as far as I know.
Can you share a screenshot of what you have set up at the moment? I am thinking an if/then branch could work, but don't want to repeat anything you've already tried.
Workflow - Project Start Date must be after close date
SOLVE
I wanted to make the definitions more clear as my first post wasn't exactly clear. I have 2 fields
Close Date = Date we expect the deal to close
Project Completion Date = Date the customer has provided to us as their move date so our work must be completed by then.
In this situation the Project Completion Date should never be after a project completion date because we would never complete a project without a closed contract so was trying to figure out if there are any data validation hacks you can setup with workflows to prevent that from happening.
I know in Salesforce I can make field validations that would compare those dates and kick back an error so was yearning for a way to get that effect.
Workflow - Project Start Date must be after close date
SOLVE
I think that the filter "Date is before property" would be helpful here as a trigger. It could get you a list of incomplete entries and copy the completion date to the contact sales date or vice versa.
Other than that I think you'd need to tie some sort of trigger (like a hidden property in the SQL form) to enroll the workflow and copy the date given.