I've got a flow running on opportunities that sends 4 emails, one 10 days before close date, then 10, 20 and 30 days after close date. A task is created for each email that is sent.
The trigger for the flow is set to when 'A record is created or updated'. The criteria is that Campaign name = Renewals, Stage is not Closed Won or Closed Lost, a custom RUS field is greater than 0 and a custom primary contact field is not equal to an empty string (so opportunity must have a primary contact set in the contact role). The flow for updated records should run only when a record is updated to meet the condition requirements.
This works as it should, UNLESS the emails have been sent and someone changes the primary contact. If they do this, it triggers the flow to send all the emails again, so I am trying to find a way to prevent that. I thought about having a checkbox for each email that is ticked when the email is sent, but I can't work out how to include that in my entry conditions, and you can't set criteria at each scheduled path.
How do I prevent the emails being re-sent if someone changes the record so that it meets the criteria again?
Unfortunately yes, sometimes the primary contact does change, it would be much easier if it didn't!
I might just have to insist they put the new contact in BEFORE removing the old one. I'll see if I can find a way of highlighting that on the page. I'm going to get one of the admin to test it so will see if they can see any other drawbacks. Thanks for your help!
