Workflow / Date property help needed

Smanstey
Contributor

Hi all - hoping someone can assist as HubSpot support has had this for a couple of weeks and seemingly no luck.

 

I have a company date property - Regulatory Judgement Date - which is updated manually. I also have a 'Next Expected Regulatory Judgement Date' property which I need updated - one based on the other.

 

What I need is a workflow that, based on Regulatory Judgement Date, will add 2 years on to that date and update the Next Expected Regulatory Judgement Date with that date. 

 

HubSpot have tried to do this using format data functionality in workflow but this is not working. 

 

Any ideas?

 

(When I get this correct, I will do 2 x workflows, one to back date data and then a second workflow to update this when Regulatory Judgement Date changes moving forward, to update the next expected accordingly.)

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Smanstey,

 

This is most easily achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

 

Use a custom equation, add the starting date, add the duration with a simple addition (make sure to convert 2 years into milliseconds) and that's already it 🙂

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @Smanstey,

 

This is most easily achieved with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

 

Use a custom equation, add the starting date, add the duration with a simple addition (make sure to convert 2 years into milliseconds) and that's already it 🙂

 

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.