Review an example of criteria settings to generate transaction journal records only for certain types of fees.
You want to generate transaction journal records only for unpaid applicant fees that are due by December 31, 2023. You represent this information with these fields on the primary object:
- Applicant Fees checkbox
- Paid checkbox
- Due Date field
Configure criteria settings as follows:
- All Conditions Are Met (AND)
- Condition 1:
- Resource: Applicant Fees
- Operator: Equals
- Value: True
- Condition 2:
- Resource: Paid
- Operator: Equals
- Value: False
- Condition 3:
- Resource: Due date
- Operator: Less Than
- Value: Dec 31, 2023