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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Setup a Search for a 'Format Profile'
We utilize a BAI bank reconciliation and have a need to set the process to 'Inactive' on the first day of each month so that we can reconcile the previous month.
I can create a Workflow for the Format Profile record type, but I wish to set it on a schedule - and this means I need to have a saved search in order to do so.
I'm looking for advice on how to achieve such a search. I created one for the Financial Institution, but the WF doesn't recognize the search. I can't seem to find the right base to create the search that I need.
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