Can we implement following functionality? if you have any inputs, please share.
Based on Parent Record Type (creation/update), need to create only one child record type record (on same object).
Ex: I have custom object with record types A (Master) and B (child) when A record created / updated with perticular values system needs to create only one B record
we have process builder (on create/update record criteria) - but it is creating multiple B records whenever user is updating A record, here i want to restrict to one record only.
Object Name – Intervention__c
Record Type(s) – on same object
Heppo Consult Intervention Record Type 1 Patient Intervention Record Type 2
Condition: If ‘Heppo Consult Intervention’ record type intervention is created / updated and following field values are met then create only one ‘Patient Intervention’ record type record (Intervention Record)
• Field1__c is not null ;
• Field2__c = ‘some value’ ;