RevOps doc · CRM Tips

Create Yesterday's Date

HubSpot has no built-in property for yesterday's date, which several reporting and automation patterns depend on. A custom date property maintained by a scheduled workflow provides it, giving a reliable reference point for relative-date filters.

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#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

#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.

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