Using a Process Builder i've created a rule that when the "Renewal Date" (custom field containing a formula), located in the Opportunity object, is reached, that Opportunity is cloned.
It might be possible though that our sales managers would decide to Renew the Opportunity prior the Renewal Date, in which case they would have to create new Opportunity record manually. In that case there would be no need to clone the original Opportunity when the "Renewal Date" is reached.
What i was thinking about is to add a custom field called "Opportunity Cloned" and set the Process Builder to skip records if "Opportunity Cloned equals Yes".
Is there a way to create an automatic rule that whenever a new Opportunity record is created, all previous Opportunity records (might be more than one) related to the particular account will have this "Opportunity Cloned" field changed to "Yes", therefore taking them out of the automated cloning process?
Thanks in advance!
Using the Flow i was able to create a process that whenever the Flow is run it looks for Opportunities with "Opportunity Cloned" = No and changes it to "Yes". Using the Process Builder this Flow is launched whenever a new opportunity is created. The problem is that it changes that field for ALL opportunities, not only for those related to a certain account (for which the opportunity is created, for example). Is there a way to allow the changes only for the opportunities related to a particular account?