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Alexander Slabbert option to ensure a flow executes once per record
Beginner user here.
I use flows to raise important tasks when accounts or Opportunities meet specific criteria. Generally speaking, I only ever need the flow to run once per record to avoid a flow creating duplicate tasks. Is there an easy option inside flows to ensure a specific flow runs once per record?
Instead of doing a lookup on the record to see if this task already exists to avoid the flow running multiple times on same record? (I dont know how to do this)
1.Use record trigger flow for Account or Opportunity on created . and create task when record created
2.Use record trigger flow for Account or Opportunity on updated . and check using get record element, if there any task already exists on that acc or Opp, if not then create task when record update on specific criteria.
3.You can also use created or updated criteria and check conditions similar to second point.
Please mark the best answer , so it helps others.
Thanks,
Lukesh