Having a dynamic 'today' field in the 'Time between' feature

[Achagnon1]

I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic date set as the value of today's date.

That would allow me to track dynamically how long has it been since a deal has been created ('today' minus 'create date' = how far along we are in the sales cycle up till now). 

[Achagnon1]

👋Hi everyone! Sharing two updates: 

1. [Rolling out to all customers] Display relative time from 'today' for Date and Datetime properties (demo😞 Quickly visualize and understand “how long until” or “how long since” a moment in time, using existing date/datetime properties.
2. [In beta] Create 'time since' and 'time until' calculated properties (demo😞 Create two new types of calculated properties, Time Since and Time Until, to calculate the time between a date/datetime and Today. During the early stage of this beta, you will not be able to filter on these properties in places like Lists, Workflows, and CRM Views. This support will be added while the feature is in beta.

This Knowledge Base article covers both the solutions above plus existing functionality in HubSpot to filter and trigger automation based on today's date, some of which was described by Jeff in this thread. Please shoot me an email at @ rwebb@hubspot.com or book time if you have questions or feedback on these solutions! Thanks for the feedback you've provided thus far!

[Achagnon1]

Hi @Ruben_tB, appreciate the context. If you are creating properties to use in lists, you can replace it with the filters approach I detail in the video.

In the criteria for each list, you would create a filter like:

`First Order Date` more than `365` days ago AND `First Order Date` less than `730` days ago (for Year 1)

`First Order Date` more than `730` days ago AND `First Order Date` less than `1095` days ago (for Year 2)

etc

Hope that helps - let me know if I am missing something.

[Achagnon1]

Hey everyone! Jeff from the HubSpot product team. Thanks for the upvotes, comments, and survey submissions on this post. It's on me that we haven't responded as much as you would have liked. The Community means a lot, and (believe it or not) we read every comment.

I've been looking into this "dynamic time" challenge for a bit, and I think the solution most of you are looking for already exists - it might just be too hidden. I recorded a quick video walking through what I'm thinking (apologies it's not as "quick" as I'd like). Directions written out below. I welcome your response in the comments on this post - what did I miss? What use cases do you have that I might not be considering? Appreciate your insight.

When I've spoken to customers on this, the common needs are something like: "Fire a workflow when the 'renewal date' is in the next 30 days" or "Show me a report of everyone with a 'birthday' in the next 30 days", where renewal date and birthday are just examples.

To do that, try the following:

- Create a workflow on your object (in my example, Company is where "renewal date" is)

- Set the workflow to trigger "when criteria is met"

- Choose your date property (mine was "renewal date") and then look for the filter option "is less than" (maybe 2/3 down the list).

- In the "less than" filter settings, you can enter "days from now" or "days ago" - which both work off Today's date!

- Then add your other criteria and your action

I'm including a screenshot of the workflow and filter I used below. It's super simplistic - but it should give you an idea.

I hope (for some of you at least) this avoids the need for an intricate set of workflows to set a "Today's Date" property. Let me know in the comments if it helps, or if your use case would require something different. Really keen to learn more. We're interested in solving this problem, but its not at all easy to solve in Time Between properties (I so wish it was!) and I think this Filters solution gets at what a lot of you have been looking for.

Thanks for watching/reading and for your feedback.

Jeff

[Achagnon1]

Hi all!

It's Shay again from the Product Manager on the CRM product team.

Again, thanks to everyone for taking the time to submit, upvote, and comment on this Idea. We’re still reviewing this idea and trying to determine the best way to implement this in HubSpot. Turns out it’s a fairly complex engineering problem. To better understand all of the use cases for this type of field, we've created this survey and would very much appreciate it if you all could take a couple of minutes to fill it out.

Thanks,

Shay

[Achagnon1]

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this Idea is feasible and, if so, how our team will implement it. 

Any news about this feature request will be relayed on this thread, so stay tuned!

-Shay

[CSaß]

+1

[MValleskey]

We have been asking for this for years. So do not hold your breath

[rwebb1]

👋Hi everyone! Sharing two updates: 

1. [Rolling out to all customers] Display relative time from 'today' for Date and Datetime properties (demo😞 Quickly visualize and understand “how long until” or “how long since” a moment in time, using existing date/datetime properties.
2. [In beta] Create 'time since' and 'time until' calculated properties (demo😞 Create two new types of calculated properties, Time Since and Time Until, to calculate the time between a date/datetime and Today. During the early stage of this beta, you will not be able to filter on these properties in places like Lists, Workflows, and CRM Views. This support will be added while the feature is in beta.

This Knowledge Base article covers both the solutions above plus existing functionality in HubSpot to filter and trigger automation based on today's date, some of which was described by Jeff in this thread. Please shoot me an email at @ rwebb@hubspot.com or book time if you have questions or feedback on these solutions! Thanks for the feedback you've provided thus far!

[TKadavil]

+1