Formatting trigger date within an automation

[Sean_Wilson]

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?

[TheTimeSavingCo]

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

[Sean_Wilson]

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]

Sean_Wilson:

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')

[Sean1]

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

[Lindsay_Patross]

Where did you put this formula? 

[rtmeyers86]

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!