I have a process building that upon stage marked as WON, will create a new record in a new object and copy some of the fields from the opp object.
The problem I am having, is that if the opp object is saved with updated data (while already in the WON stage), the process builder will execute again and create a duplicate record in the new object.
Is there a way to:
1) Prohibit the process builder from running if the opportunity is already WON
or
2) Detect a duplicate record in the new object and do nothing
Thank you,
David
4 answers
if the above solves your problem please mark it as Best Answer So as to close the thread and help other trailblazers what should they do if they encounter a similar problem,
Regards,
Happy Learning