skuruvil
03/17/2025, 6:22 PMCeligo AI
03/17/2025, 6:22 PMAI generated answer (using internal Slack threads):To create a search alert if a Posting period was opened, you can create a saved search for the accounting period and then set up an email schedule based on the status from the search result (open or closed) as the trigger. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Accounting Periods from the list. 3. Define your criteria. You might want to use 'before current month' in criteria to exclude the current month. 4. On the Results subtab, you can define what information you want to see in the search results. You might want to include the 'Status' field to see whether the period is open or closed. 5. On the Email subtab, you can set up an email alert to be sent when the search results change. This is where you can set the trigger based on the status of the accounting period. 6. Save the search. Please note that this is a theoretical solution and you might need to adjust it according to your specific needs. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/17/2025, 6:22 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.856773257
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828653395
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824452221
Celigo AI
03/17/2025, 6:22 PM