Age calculation
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Kevin Burton
A field that will automatically calculate AGE based off of birthday or will leave it blank if no Bday is entered.
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Mike Hughes
Yes, this would be very helpful. I would like to use this type of feature to calculate how long someone has lived at a property. I.e. using the purchase date to calculate the number of years at a house (workflow calculator does not allow "days between two dates" to be used as a variable ... allowing this would probably solve the problem)
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Jon Blacksmith ADMIN
Mike Hughes Check out my reply to Kevin for a workaround
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Mike Hughes
Jon Blacksmith ADMIN thank you ... somehow I'm hung up on the data type ... what data type are you using for Age? I've tried numeric and monetary but can seem to get it to pass the value to the next step.
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Jon Blacksmith ADMIN
Mike Hughes I'm using numeric-type for Age. You have to create a separate Custom Value called 'Age' (or whatever you'd like) since CVs don't force data type. In my case I do the 'Compare Dates' step, then update custom value with the result, then use the Math Operation to 'Add' the CV Age into the CF Age. Really wonky workaround but it works.
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Mike Hughes
Jon Blacksmith ADMIN: Thanks, Jon! This is great. I had to reread your post a few times to realize that you were using custom values, too. I hadn't thought of using these custom values to hold variables. Below is my workflow. I added the custom date reminder as a trigger. This will cause it to run on the exact day and should eliminate the decimals (I also changed the 365.25 to 365). Because it's a shared placeholder, I added a drip step to prevent any weird overwrites (my databases are small enough for this not to be a problem). I'm also clearing the custom field at the start and resetting the custom value to 0 at the end (for the next calculation). Thanks again for your help!
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Jon Blacksmith ADMIN
Mike Hughes The drip mode step is a great idea!
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Josh Hanson
At least some way to easily do it with math operations.
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Kevin Burton
Josh Hanson true but aren't you getting tired of being nickel and dimed for "premium" features?
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Jon Blacksmith ADMIN
Kevin Burton AFAIK math operations are free now. I was able to accomplish getting age from DOB, but it's a bit of a workaround involving comparing dates, loading the value into a custom value, add the value into the age custom field, dividing by 365.25, which outputs the age, albeit with decimal points. Sort of annoying but it works. Maybe someone smarter than me can remove the decimal points. Hopefully HighLevel has a better solution soon.
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Jay Drassler
Jon Blacksmith ADMIN Jon, when i do this, it says there is no value to update. Any ideas what i am doing wrong?
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Adam Miconi
This is needed!