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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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