Hi all,
New to CRM, looking for some help!
I'm trying to create a process workflow that creates a new record in my "scan" entity when a new "portal event" record is created, IF it is has an ID that hasn't been seen before (ie. ID already exists in the "scan" entity).
I've created the following process:
This successfully creates a new Scan record every time a portal event is created - but it does not follow the desired criteria. Instead, a new scan record is created for every portal event record, regardless of if it is unique or not.
Can anyone advise on how I can fix this?
Ultimately I want to create a solution which creates a new "scan" if the event ID is new; and updates if the event ID already exists.
