Skip to main content

Formatting trigger date within an automation

  • September 21, 2022
  • 6 replies
  • 82 views

Forum|alt.badge.img+11

Hi everyone, very simple use case here:
When sending weekly or even daily digests - it is nice to have the date or time in the subject of the email!
We can do this by using the trigger date from step 1.

However the formatting is a bit gross. Is it possible to format this date and time so it shows up as friendly or even use a date format formula within the automations ‘send email’ subject line or body?

6 replies

TheTimeSavingCo
Forum|alt.badge.img+31

Hi @Sean_Wilson, I usually end up just creating a formula field specifically to format a date for the email; not the most elegant solution but it works I guess

Hopefully someone has a better idea


Forum|alt.badge.img+11
  • Author
  • Inspiring
  • September 25, 2022

Hi @Sean_Wilson, I usually end up just creating a formula field specifically to format a date for the email; not the most elegant solution but it works I guess

Hopefully someone has a better idea


Hi Adam,

It looks like this wouldnt work because the date an automation is triggered is not saved within the record, unless I am missing something?


kuovonne
Forum|alt.badge.img+29
  • Brainy
  • September 25, 2022

Hi Adam,

It looks like this wouldnt work because the date an automation is triggered is not saved within the record, unless I am missing something?


You can use a formula field like this and the automation will use the value at the time the automation is run.

DATETIME_FORMAT(TODAY(), 'M/D/YYYY')

  • New Participant
  • September 26, 2022

Oh wow, yes, I feel like an idiot for not realising this earlier haha


Forum|alt.badge.img+6

You can use a formula field like this and the automation will use the value at the time the automation is run.

DATETIME_FORMAT(TODAY(), 'M/D/YYYY')

Where did you put this formula? 

 


Forum|alt.badge.img+2
  • New Participant
  • February 17, 2023

Oh wow, yes, I feel like an idiot for not realising this earlier haha


Hey Sean -- where did you PUT the formula? The current optics are a bit rough but if this cleans it up that would be great! Thanks!