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Hi Patrick, I appreciate your response. Let me give you a bit more info. We are switching over to salesforce and inputting all of our Contracts. In each contract there is a send invoice date field. I want my accountant to have a task set for 2 days before the send invoice date. Configuring the due date of the task hasn't been a challenge. Typically we are only adding a new contract to the system about 3 times a month. However for backfilling we'll be adding hundreds en masse. The probelm I am trying to wrap my head around is how to tell PB to create a task. If I set the process to begin when a record is created or edited I can mass edit all my existing to trigger the task. The problem with that is I then run into an issue where anytime the contract is edited it creates a duplicate task. Not sure the best way to prevent duplicate tasks. Do I need to have the first task creation trigger a boolean field on the contract and have the conditions check that field value? Seems like a tangled mess I know. Thanks for any advice....
