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Select when the action must be run, and choose records and/or timing conditions.
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You may also use filters instead of choosing records. In order to create a new filter:
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- - Go to your "Related Document Model" page and set the filter parameters in the "Search" view (Example of filter based on Leads/Opportunities: Creation Date "is equal to" 01/01/2012)
- - In this same "Search" view, select the menu "Save Current Filter", enter the name (Ex: Create the 01/01/2012) and add the option "Share with all users"
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