Hi Gents,
I would like to run a specific worflow on thousends of records on a weekly basis.
because every week the filter for the records I want to turn it on might be change, I want to do it internally on the crm and not by external plugin (easier to manage)
I thought to use a rollup query of some kind of advanced find query in order to tell crm on which records I want to triggr my workflow on.
I don't want to select thousends of records each week and manully run work flow, It will take me a while as I have 20k records + each week it will be done for the same records + a few will add up.
Any ideas how can I run workflows on multiple records automatically without actually selecting the records throught the views and run it automatically?
Can I use advanced find to tell crm on which records I want to run a specific workflow?
Thanks for your precious help...