It would be helpful if there was a Create Date Property Filter that allowed us to select a specific month without having to select a year. It would be helpful in cases of reporting, workflows for always-on campagns, or regular CRM Hygiene to have filters contingent upon a certain month each year. Two specific use cases where this filter is needed hich would allow us to:
Create workflows and reports based around the number of deals created/contacts created/companies created/marketing events that occur, etc. during a specific month each year.
Create workflows for deal naming conventions (ie: Update Deal Property: Deal Name > Company Name&" "&Month&" "&Year)
Right now, the current date filters prevent the ability to isolate a single month each year. You can choose the between date filter but that only allows you to choose the start and end dates within a specific year. We could select the month only or select between dates of Jan 1 - Jan 31, and then have the option to select a year or not.
It would be helpful if there was a Create Date Property Filter that allowed us to select a specific month without having to select a year
lots of time i am wondering if leaving QA here for HS help is a waste of time
no matter the need here could be solved easily or not by HS you may take years to get the result life is short , business fight for survival every moment
if you see the QA here and without HS Official reply
just move on to find another solution without HS would be best way
I was having a similar issue of trying to isolate months of the year from a date picker property and found a bit of a workaround that may be helpful...
Using a workflow and the 'Format data' action you can convert your date format to a string instead (see here for different format options), a value that can then be copied into a different property. As the new property is a text property, the filters will now have 'contains' as an option so you can just write in your chosen month to filter by.
@ALumsden This is a great solution, thank you! Here's a similar setup I created that allows us to incorporate a text string such as "Sep 2023" into our automated deal naming conventions, and have it pull directly from the date selcted for the Close Date.
