Activity filter for active lists needs "is less than" option

[Kwokad]

I'd like to set up an active list where I only show contacts that have had a call in the last 90 days.

I wanted to set up a filter based activity date being less than 90 days ago, but I don't see the "Is less than" option. This option does exist for contact properties, but it doesn't show up for filtering activity dates.

[MFrankJohnson]

Help other HubSpot searchers find this post quickly by accepting this solution today.

Q: No 'less than' rolling date option in view filters?

Short A: You're correct @Kwokad. That functionality is available in smart lists which can be used as critieria for view filters.

(see image)

Longer A:

n/a

Always happy to help you build on HubSpot.

Best,
Frank

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www.MFrankJohnson.com

[Kwokad]

Thanks Frank for the reply, but I don't see how that addresses the problem. The issue is that the available filters for smart lists (now "active lists" apparently) do not support filtering activity dates using a rolling date range. 

Hubspot support has confirmed that this functionality doesn't exist and did not have a viable workaround, but I figured I'd share the idea so that it could potentially get more traction from the community.

[MFrankJohnson · Accepted solution]

Ok, yes @Kwokad. As originally stated, you are correct. The desired functionality is NOT available in views and not (directly) available in smart lists. We'll need to use a custom contact property (date picker) to achieve the desired outcome.

Step-by-Step

-1- Build custom contact property (date picker) - e.g., Outbound Call Date

-2- Build and activate workflow - e.g., Call Outcome - Active

(see image)

-3- Build smart list - e.g., Call Outcome - Active Within 90 Days

(see image)

-4- Build Contact View Filter - e.g., Call Outcome - Active Within 90 Days

(see image)

-5- Build Contact View Filter - e.g., Call Outcome - Active

This will show ALL seven (7) contacts that have Outbound Call Date (including those >90 days which is NOT our goal).

(see image)

Always happy to help you build on HubSpot.

Best,
Frank

---

www.MFrankJohnson.com

[Kwokad]

Hi Frank thanks again for your input.  I already have a second list which is built from a static date which we periodically update (whenever we want to report) which essentially gets the job done, but is definitely a bit of a workaround considering there are many other date fields that allow rolling date ranges.  

I was actually advised by Hubspot support to post the feature request in this community so other users could upvote it if they also needed it.  We'll continue living with the workaround, but hopefully this discussion will help them and also highlight the need for rolling date ranges on the activity filter.

[MFrankJohnson]

Feature requests should be posted in the Ideas forum.

Good luck with your project.

#nlmtt

[Kwokad]

Thanks again Frank!  Interestingly I had the same thought to try to create a workaround, but I ran into a different problem in that this activity properties can't be used to trigger re-enrollment (see screenshot below)

So this works once, but as soon as someone has a second call the date property won't get updated since they can't be re-enrolled in the workflow. Do you know of a workaround for this issue also? 🙂

[MFrankJohnson]

Sure @Kwokad, this obviously expands the scope of your original question -- 'solved'. 🙂 But you could always manually re-enroll them as needed (directly from within their contact record).

Also, after the Inbound 2108 announcements of an additional property type and additional workflow functionality, we'll want to take your HubSpot plan into consideration. This may (with emphasis) be a good candidate for the new 'Calculated' property type available in HubSpot Enterprise portals.