Workflow - Project Start Date must be after close date

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Advisor

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? 

 

Thank you,

Adam

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Advisor

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.

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Community Manager

Hi @HubSpotMaster,

 

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. 

 

@Yeti_Mike@ConnorSlivensky@Josh do you have any suggestions for @HubSpotMaster?

 

Thanks,
Jenny


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Advisor

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. 

 

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Advisor

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.

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Regular Contributor | Diamond Partner

Hi @HubSpotMaster ,

 

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.

 

Best regards,

 

Mike