To create a cutoff instruction, complete the following steps.
- In Management Console, in the left pane, expand Records.
- Click Cutoff Instructions.
- Click New.
- Enter a cutoff instruction name.
- Optional. Enter a description.
-
To add cutoff conditions, complete the following steps.
-
Select the Add
button.
- In the Add Condition dialog box, in the Constrain by list, click the record search constraint to use.
- In the Type list, select the type of search to perform.
- In the Field list, select the record field to use in the search.
- In the Operator list, select an operator to use when comparing the field and the value.
- In the Value box, select or type a value for the cutoff instruction.
- Click OK.
-
Select the Add
- Click OK.