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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