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mgreenberg's avatar
mgreenberg
Contributor II
4 years ago
Solved

Format of Frequency Member Filter for Confirmation Rules

Hi I am tried to configure a hard error on quarters and warning on off months for IC balances above thresholds.   The error I can use frequency Quarterly but for the warning I want it to run 1,2,4,5 ...
Confirmation Rules
  • LeeB's avatar
    LeeB
    4 years ago

    Hi, 

    T#WFYearM1 etc. work for me.  Are you changing the Frequency drop-down to 'Member Filter'?

    Lee

     

mgreenberg's avatar
mgreenberg
Contributor II
4 years ago

Thanks Lee.  I tried again and it worked!