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Olivia Forde Create a record with Process Builder if none exists
I am creating record swith Process builder but I only want to create the record if none already exist. The record is a Related Object of an Account - how do I check if there is one there already and then skip the process (or better still update the existing record)
May be not the most elegant solution but you can try this.
1) Create a field on your parent object called Child Exist (type Boolean)
2) Create a Trigger or Process builder on Child object to update the checkbox of Parent record whenever i child record is created
2) Create the process builder on parent object with entry criteria Child Exist == false, create child record.
Hope this helps.