Go to Setup > Data Processing Engine > click New > Label: Populate Search Description in ContactÂ
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Contact
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Current Carer
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Carer Search Description
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Update Carer Search Description
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Current Staff
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Staff Search Description
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Update Staff Search Description
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Current Student
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Student Search Description
Configuration
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Update Student Search Description
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When DPE is run without going through the flow, the Search Description will be updated for all contacts with Student, Staff, and Carer statuses having the Current value. It will be left untouched if the statuses are not Current.
When the flow is run, the DPE will run at the scheduled time and update the Search Description field in the Contact.