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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Setup a Search for a 'Format Profile'

edited Jun 2, 2025 2:41PM in Ask A Guru 6 comments

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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