Hello, I'm trying to build a Process Definition that will create a Related Record to Module B when a new record is added on Module A.
However, I can't find a way to stop the process if the record is already existing on Module B and instead tag the new record on Module A to it.
Setup for Reference:
Module A: Orders
Module B: Payments
Specific Data Fields For Searching Purposes:
A. Orders > Email Address
Relationship:
A. Orders > Many To Many > Payments
Expectation:
A. When a new record on Orders has been created.
B. Look for existing records on Payments with Order::Email_Address. Then tag new record on Orders to it.
C. If no matching record of email address is found on Payments. Create new record on Payments with Order::Email_Address
