When creating your Automations, some Triggers and Steps offer the option to use Dynamic values. Dynamic values let you use special tags to filter or search on your data.
An example of using Dynamic values is with Date fields. Similar to setting Reporting criteria, you can use special tags for “this week”, “next month”, “last quarter” etc. instead of a fixed date. This could be used in a filter when you only want to trigger the action for Accounts created in the last month, for example. The Dynamic date value means you don’t need to select a fixed point in time that would need updating to remain relevant.
In other scenarios, the Dynamic value can be used to include any value from an earlier Step, for example, when using the Account ID from the trigger to search for Contacts belonging to that Account.
Examples
Dynamic Date Fields
Dynamic dates should be presented as one word. For example:
thisweek
thismonth
nextquarter
lastyear
Click on the calendar icon to use the fixed Dynamic date.
Value from earlier Step
In this example, a Dynamic value can be used to find the Contacts associated with an Account via the Account ID. Click on the arrows to use Dynamic values.