I have a process definition that creates a related record when a case is created with specific criteria. The case and the related record (Nonconformances) have a field (Batch) which is a unique value. How can I modify the process definition to create the related record only if a record with the unique value has not already been created? Basically, I can have multiple cases for batch 12345, but I only want 1 related record created for each unique batch number to avoid duplicates.
Thank you!
I cannot think of way to achieve this in Sugar through out-of-the-box functionality. There are a few elements you highlight as critical:
To achieve both of these functions, I believe they require development to implement. My company, Upsert, develops these types of solutions if you do not have access to a development team. Please feel free to reach out to us through our site if we can be of assistance.
I cannot think of way to achieve this in Sugar through out-of-the-box functionality. There are a few elements you highlight as critical:
To achieve both of these functions, I believe they require development to implement. My company, Upsert, develops these types of solutions if you do not have access to a development team. Please feel free to reach out to us through our site if we can be of assistance.
