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  • Creating Custom Field for Yesterday's Date in HubSpot
  • Overview
  • Prerequisites
  • Step-by-Step Guide
  • Conclusion

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  1. CRM Tips
  2. Hubspot

Create Yesterday's Date

PreviousDisable Picklist OptionsNextCreate Today's Date

Last updated 4 months ago

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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:

{{today's date}} - 1

  • 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.