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Contributor
August 31, 2022
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Format of Frequency Member Filter for Confirmation Rules

  • August 31, 2022
  • 2 replies
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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 etc.  I tried #TWFYearM1 or just 1 or just M1 but none of them worked.  Help?  Also checked the documentation says nothing about format and there are no examples in Golfstream.

Best answer by LeeB

Hi, 

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

LeeBown_1-1662055580532.png

Lee

 

2 replies

LeeBAnswer
Contributor
September 1, 2022

Hi, 

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

LeeBown_1-1662055580532.png

Lee

 

Contributor
September 6, 2022

Thanks Lee.  I tried again and it worked!