[Enhancement]Prevention of multiple creation of Success Plans

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  • Updated 7 months ago
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Account, Success Plan name, type and status are used as an identifier for the success plan action in rules. So, if there is already a success plan with the initially mentioned four entities (Account, Success Plan name, type and status), then rule will not create new success plan, rather it will just update the existing one.

But the problem occurs when any success plan is created by a rule with draft status, then when the status is changed to active and rule runs again, a new Success Plan will be created with same name with draft status since status is one among the four default identifiers. 

Is there a way by which we can restrict this by a rule or having an optional identifier/s?
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Shiv Kumar Katiyar, Employee

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Posted 7 months ago

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