Hi,
I want to create a logic as follows:
We don't have the operations hub professional so we can't create a scheduled workflow.
We have a field named: Inactive date (Date field) and another field - Inactive condition (Checkbox - Yes, No).
We want to set automation that if the 'Today's Date' < 'Inactive date' (Trigger the automation with someone changing the value), Than the Inactive condition changes to "Yes", becuase it is still Inactive (The field: "Inactive date" show when the expiration date).
1. Will this work if I want to check if the Inactive date field changes, and than I want to change the Inactive condition to "True"?:
2. And how am I suppose to set it to False if someone updated the manually the Inactive date field? (to check if today is after "Inactive date"?).
3. As I said above, we don't have a scheduled workflow, If I set this condition to check filter criteria, will it work when the Today == Inactive date? (Standard workflow that checks conditions):
Please advice! Thanks for any help🙏
Hi @OBetzalel ,
I'm a little confused by your description above. In simple terms could you describe
- When you want a deal to enroll in this workflow
- What you want the workflow to do
I think I should be able to help you then 🙂
Thanks,
 |
|
Louise Hare she/her |
|
Freelance HubSpot Expert |
|
|
|
If my reply helped to answer your question please mark it as a solution to make it easier for others to find! |
