Hello Everybody,
I have an issue regarding an Customer Process in Process Builder.
The Target is to create tasks for two queues, if conditions are true:
New Opportunity (Action Group):
Criteria for this Action Group
ISNEW()
&&
NOT(ISBLANK ([Opportunity].TechnicalApprovalDateETL__c))
&&
ISPICKVAL([Opportunity].StageName, "Qualification")
||
ISPICKVAL([Opportunity].StageName, "Preliminary Clarification")
||
ISPICKVAL([Opportunity].StageName, "In Progress")
&&
ISPICKVAL([Opportunity].CompanyOpportunity__c, "Company1")
--> Immediation Action: Task Creation for Queues
Opportunity is changed (Action Group):
Criteria for this Action Group
ISCHANGED([Opportunity].TechnicalApprovalDateETL__c)
&&
NOT(ISBLANK ([Opportunity].TechnicalApprovalDateETL__c))
&&
ISPICKVAL([Opportunity].CompanyOpportunity__c, "Company1")
&&
[Opportunity].PB_Task_Sent__c = FALSE
&&
ISCHANGED([Opportunity].StageName )
&&
ISPICKVAL([Opportunity].StageName, "Qualification")
||
ISPICKVAL([Opportunity].StageName, "Preliminary Clarification")
||
ISPICKVAL([Opportunity].StageName, "In Progress")
--> Immediation Action: Task Creation for Queues
With this conditions duplicate tasks are created, if I test the Creation or changing of Opportunities with special opportunity stages.
Does Anybody know a way to avoid duplicate tasks Creation?
@Felix Boening, moving this process to a flow would be the best next action.
Within the flow you can create a decision element to check if the opp is a new opp or any change happened. When it's an existing opp, add an element that will check if that opp has a tasks already created. If yes, don't do anything, if no created a new task
