Create Yesterday's Date
Creating Custom Field for Yesterday's Date in HubSpot
Overview
This document provides instructions on creating a custom field in HubSpot that displays yesterday's date. The custom field will be based on the "Today's Date" field created in a previous video.
Prerequisites
HubSpot account
Access to HubSpot settings
Step-by-Step Guide
1. Navigate to HubSpot Settings
Log in to your HubSpot account.
In the top-right corner, click the Settings icon.
2. Access Properties
In the left sidebar, click Properties.
3. Create New Field
Click the + Add field button.
4. Configure Field Details
In the Field name field, enter "Yesterday's Date".
In the Field type dropdown, select Calculation.
In the Calculation type dropdown, select Custom equation.
In the Output type dropdown, select Date.
5. Build Formula
In the Formula field, enter the following formula:
This formula subtracts one day from the "Today's Date" field to calculate yesterday's date.
6. Test Formula
Click the Test button to validate the formula.
Verify that the formula returns the correct yesterday's date for different today's dates.
7. Save Field
Click the Save button to create the custom field.
8. Verify Field Update
Navigate to a contact record.
Observe that the "Yesterday's Date" field is not yet updated because it depends on the "Today's Date" field.
9. Update "Today's Date" Field
Update the "Today's Date" field for the contact.
10. Refresh Contact Record
Refresh the contact record.
11. Observe Updated "Yesterday's Date" Field
Verify that the "Yesterday's Date" field is now updated to the day before the updated "Today's Date" field.
Conclusion
By following these steps, you can create a custom field in HubSpot that automatically displays yesterday's date based on the "Today's Date" field. This field can be useful for filtering records, creating automations, and other purposes in HubSpot.
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