HubSpot Ideas

Frank

Filter using relative date values ("TODAY" etc.)

Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm

 

Currently, if we want to run a List around our customers who expire at some point in the future, we have to go in and change the "after date" fitler each time to update the current date. (The rolling dates filter doesn't work in this case, because the dates we're looking for are in the future and not the past.)

 

Hopefully this is easy to do, thanks!

HubSpotからのアップデート
ステータスに更新: In Planning
April 16, 2020 04:31 AM

Hey HubSpot community - 

We know date filters can be a pain point for many of our users. We are currently reworking some of the "wiring" on our filters system which will set us up to be able to add consistency to our filters. Part of that will be introducing relative date filters where they are not currently available. 

 

Thanks

178件のコメント
alicebro
メンバー

Any updates? This seems like such a trivial and simple thing to have. You would think that using "less than 1 day ago" could be a workaround for "today" in the meantime but even that doesn't work properly in our workflows... 

kramersharp
メンバー

Ah figured out where this is located in the filters now

Gabry
メンバー

I really need this in workflows and active lists so for example if "renewal is (last month)" I can set up actions to be based on those criteria.

boostmyemail
投稿者

This idea has been around for so long and still not a thing. Please add this. 

StephanieF
メンバー

Rolling dates on Workflows is a major pain point for customers I work with at my agency.

NMinton
メンバー

Would love to see the ability for reporting based on dates as other users mention. Our team needs to be able to report on "time since X" across a variety of properties in HubSpot. This will enable us to better understand sales rep engagement, time since deal close with client accounts, etc.

IRKiroku
メンバー

Four years in the making? Please realise this is something really important to your customers.

TClayton0
参加者

@hubspot Is there an update here??? This is basic functionality. I need to be able to select a view that shows me today, and before today, on a rolling basis. 

Falk_SR
メンバー

@hubspot product team, how serious do you take customer feedback? Since the creation of this idea in 2017 there are now almost 500 upvotes and more than 160 comments.

CLubarski
メンバー

This idea is necessary. This is causing a lot of extra work for us as we recently switched to HubSpot from a different system that had relative date filtering options. It is very difficult to recreate some of our simplest automated communications, including adding a duration of time (say a rolling 90 days) between re-entry to a workflow for things like surveys. Let's get this in Beta, HubSpot!

JLew3
メンバー

I solved this by using "is more than" = "1 day ago".

 

PSchlank
メンバー

JLew3 you are a lifesaver.  That worked perfectly

NKillick24
メンバー

Hi everyone, thought I'd share some insight here to a report I've been trying to build. I found this frustrating but I managed to work it out. 

 

Basically I wanted a report to show how many meetings my SDR's had left to attend THIS MONTH from that given day. I found it really hard to figure out.

 

This is what I came up with, that seems to work:

- Activity date needed to be set to this month and;

- Another additional activity date filter to be set to show meetings on dates that were 'more than 0 days ago'.

 

Not sure if this helps anyone else.

 

NKillick24_0-1712933757601.png

 

jagjag92
投稿者 | Platinum Partner

Not sure if anyone's figured this out, but I'm still looking to be able to create a list that's filtered by a date property where "Date is [TODAY]" is an option for selection. I can do this in an object's table and create a saved view, but I cannot use that same filtering in lists or workflows and I cannot save the view as an active list. 

 

Example: I have a date field labeled "13th Birthday" that populates the date that a contact turns (or turned) 13. When using advanced filtering under the contact table, I can filter that field to "13th Birthday is TODAY", however, the filter selection of TODAY is not an option when filtering the same field in a list or when using the field as filter criteria in a workflow. I want to simply be able to use this as filter criteria in an active list so in an email workflow I can say "13th birthday is after TODAY", with TODAY not being a static date. 

 

Any workaround ideas??

ATse
メンバー

Hey all - you can try out this app integration "Tick Tock Today" that simply puts today's date on an object of your choosing: https://app.hubspot.com/ecosystem/5252226/marketplace/apps/sales/crm/ticktocktoday-1928474

Its a simple integration that works pretty well!

a11r
参加者

Any updates here? Seems to be a universal issue! 

PZimathies
投稿者

Hello Hubspot, 

 

thank you so much for introducing Operations Hub for only 790 $ per month and also introducing Content Hub for only 490 $ per month. I especially loved how you took some features that were previously in other sections and put them for extra purchase in these new hubs. I bet this took tons of dev time and therefore thank you. 

 

I guess because this was sooo much work, so there was not much time to work on the dynamic today date filter across all objects. We can see this filter in a lot of other tools like salesforce, braze, moengage, adobe campaign, oracle, active campaign etc.. But to be fair those tools don't have such amazing hubs as operations hub, commerce hub or even content hub.

I'm still asking after your last update is more than 4 years ago, are there any news on this complex topic of dynamic today date filters across all hubspot date properties? Thanks for your continued work and we can truely see you live by "we do everything so our users enjoy working with our tool! 

mktgopstony
参加者

Need this