How to keep a process builder from repeating

Question

For a long time I was not able to figure out the creation of process builders - lately, I've gotten the hang of it and I use them regularly now.

But, I have a scenario where I use criteria on an opportunity kick off a process builder for a custom object to be created. This custom object, when created, kicks off an email to the team who needs to work the record. Unfortunately, once the object is kicked off, if the opportunity is updated in any way, it kicks off the process and creates another custom object.

Some of the updates to the opportunity are based on information that is not pertinent to the custom object. I need to figure out how to stop the duplicates and I am just not sure how to do it. Any help would be appreciated

Thanks

Eric Praud · Accepted Answer

Hi Angela,   In the Criteria box, click on Advanced>Yes so it only triggers once the criteria is true. It will only trigger again if you update the record so the criteria returns false, then you update the record again so it returns true

Yogesh Bisht · Answer

Hi Angela,   As per my understanding, You have process Builder on one Custom object. On update of Same Record its creating a new Record for Same Custom Object.   You have to put Filter criteria to stop this. Like if You want to send Email if Custom Object's Record is created, Just check if Record is NEW or Existing. As i have done below :     Thanks & Regards,   Yogesh

How to keep a process builder from repeating

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