My problem (which is likely is also a problem here) is that TODAY() won’t update on its own. It stays the same for a while. Is there a solution to that problem? I’m using automations to send an email, once the computed difference hits 0.
Ah I just came um with a solution, that might circumvent that problem. I can compute the birthday DATETIME_PARSE(DATETIME_FORMAT({Birthday},‘MM-DD’),‘MM-DD’)
what do you mean computed difference hits 0?
executive summary email will not do as you have to create a calendar base which is separate from my CRM base.
That will output a 1 when the month and date of the birthday match the current day, and a 0 at all other times. It’s worth noting, though, that TODAY() is based on the current date in GMT, not your local timezone. Depending on where you live, there will probably be some crossover, but it’s going to change at a time other than midnight in your local timezone unless you also live in GMT.
One way around that is to use NOW() instead, and wrap that in SET_TIMEZONE() to force it to your local timezone before formatting. Here’s an example using my local timezone:
Yes. Wrap the first part of that formula in an IF() function so that it’s only executed if {Partner Date of Birth} isn’t empty:
IF({Partner Date of Birth}, DATETIME_FORMAT({Partner Date of Birth}, "MMDD")) = DATETIME_FORMAT(TODAY(), "MMDD")
If there’s no partner date of birth, that IF() function will return an empty string, which won’t match the formatted version of TODAY(), meaning the field will output a 0.