Using the Update Contact Field Action for Date Fields in Workflows

Updating Date Fields on Contact Records

Within a workflow, you can use the Update Contact Field action to modify the value of a date field on a contact's profile. This guide details the available methods for setting a date value.

Setting a Custom Date

This option allows you to calculate a date using a combination of fixed values and data from other fields in your CRM. You can specify the date in one of the recommended formats:

• MM-DD-YYYY (e.g., 12-21-2021)
• DD-MMM-YYYY (e.g., 21-OCT-2021)

You can build dynamic dates by merging text, such as combining a month from one custom field with a day and year from another.

Setting to the Current Date

This option will populate the selected date field with today's date at the moment the workflow action executes.

Setting a Specific Date

This option provides a calendar picker, allowing you to select a fixed, specific date that will be written to the contact field every time the workflow runs.