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Patricia Mozzoni 6 Where/how to insert a Decision to check for duplicate records so that the flow does not create an error?
I have created my first flow and process builder which takes the CSR and Sales Rep from the Account Team and adds them to the Case Team anytime a case is created. The problem I am encountering is that in our Case Assignment Rules we also have predefined case teams. At times, an Account Team member may already be a part of the predefined case team which is throwing a duplicate record error. I think I need to use decision logic to check that the user on the account team is not already being added to the case team. I cannot figure out where in the flow to do this (or is it in process builder), not how to form the logic since both the two case team members from the account team and a predefined case team are getting added to the newly created case.
Thanks for any help provided!
Patti
Thanks for any help provided!
Patti