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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario the business requirement is to remove any attachment in the CRM system if it is older than 3 years.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula of type ‘Process Genie’ so that it can be called from a workflow
  • A workflow is created that calls the ‘Process Genie formula ‘
  • A schedule is setup to run nightly that finds all attachments older than 3 years
  • When the schedule executes it find all the attachments & calls the workflow which in turn calls the formula to delete the attachment

View this article in full on our support portal