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:

{{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.