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Olivia Draughon 9 Process Builder Creating Duplicate Record
Hi,
I created a custom object that is a child object to Opportunities called "Sales Credit". When the Opportunity Stage reaches "Pending Accounting Approval", a new Sales Credit record is created. However, on certain occasions (random) a sales credit is duplicated. How can I keep this from happening, as it is double counting revenue and skewing data and we have resulted to checking a report everyday and deleting the duplicates.
The Recurrsion checkbox is unchecked and I have attempted to make this time dependent hoping that would help.
I created a custom object that is a child object to Opportunities called "Sales Credit". When the Opportunity Stage reaches "Pending Accounting Approval", a new Sales Credit record is created. However, on certain occasions (random) a sales credit is duplicated. How can I keep this from happening, as it is double counting revenue and skewing data and we have resulted to checking a report everyday and deleting the duplicates.
The Recurrsion checkbox is unchecked and I have attempted to make this time dependent hoping that would help.
Do you have any workflow or trigger that updates the opportunity? Because this may execute the process builder, workflow or trigger again.
Thanks
Regards,
Ignacio