Subject / Title: FSC Digital Lending: How to prevent duplicate/redundant Tasks from being created during Stage transitions?
Question / Details:
Hi everyone,
We are using FSC Digital Lending (Stage Management) and noticing an issue with Task generation as a Loan Application moves through its lifecycle.
Every time the application transitions or re-enters a stage with configured Tasks, new duplicate Tasks are being created. Furthermore, previous/redundant Tasks remain in an Open state rather than being updated or closed automatically.
Questions:
- Is there an out-of-the-box configuration or flow setting in Stage Management to prevent Task duplication when moving between stages?
- What is the recommended best practice for handling open/redundant tasks when an application moves forward or steps back in the Stage pipeline?
Any insights on product behaviour or workaround patterns generally recomended by SF FSC (e.g., custom Flow checks, Task status automation) would be greatly appreciated!
No, there's no out-of-the-box setting in FSC Stage Management to prevent this. Stage Task generation fires on stage entry and doesn't check whether it already created those Tasks on a prior entry, so every re-entry spawns a fresh set. It also doesn't close prior Tasks. That's the product as built, not a misconfiguration, which is why you see both symptoms.
Possible solutions:
1. For duplication, add a record-triggered Flow that checks on Task creation whether an open Task with the same Subject already exists on that application (dedupe key: Subject + WhatId + status not Completed). If one does, don't create the duplicate. That's the guard the stage engine lacks.
2. For stale open Tasks, run a Flow on the stage change itself. When the application leaves a stage, find the open Tasks tied to that stage and close or reassign them per your rule. Forward movement usually means closing out the prior stage's tasks.
