filter needed if two date properties have same values

ENadeem
Participant

hi, need a filter to check if 2 date properties have same values, i want to apply a workflow trigger where if a contacts' two date properties have same values then that contact should enroll in that workflow -- how can i achieve this?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @ENadeem,

 

You can achieve this with a custom calculation property, specifically an if statement: https://knowledge.hubspot.com/properties/create-calculation-properties

 

If value 1 equals value 2, return true, otherwise return false.

 

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.

View solution in original post

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@ENadeem you can't re-enroll on something staying the same. Re-enrollment can only trigger on a change. But yes, if you re-enroll based on "[property] is true", whenever it changes back to true, it would re-enroll.

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.

View solution in original post

4 Replies 4
coalorefashion7
Participant

Good question! It would be really useful if HubSpot supported a filter or workflow condition to compare two date properties directly.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @ENadeem,

 

You can achieve this with a custom calculation property, specifically an if statement: https://knowledge.hubspot.com/properties/create-calculation-properties

 

If value 1 equals value 2, return true, otherwise return false.

 

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.

0 Upvotes
ENadeem
Participant

yes, but will i be able to apply re-enrollment on this that whenever value is same it should re-enroll in my workflow

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@ENadeem you can't re-enroll on something staying the same. Re-enrollment can only trigger on a change. But yes, if you re-enroll based on "[property] is true", whenever it changes back to true, it would re-enroll.

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.