I have a custom object " Policy Transaction", I set a criteria to create tasks on this object. But issue is whenever i am editing the records, Its triggering the criteria and creating duplicated tasks with the same subject.

I want to create a field, which can be ticked, when a task with a particular subject has already been created. and i can add this field in my workflow criteria , not to duplicated the tasks. Can anyone plz suggest how to create such a checkbox field, which can identify a task with a particular subject. ( I tried the formula, WF, PB) but not able to corelated the task object and my custom object. Both are not in a master detail relationship , so i cant create a roll up summary field. plz suggest. Thanks

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1 Answer 1


What are the criteria for when the Task should be created? Is it possible that you have the Workflow Rule's Evaluation Criteria set to evaluate when the rule is "created, and every time it's edited" rather than "created, and any time it's edited to subsequently meet criteria" (see screenshot below)?


  • 1
    Ohh thanks Brent, It worked. I was using the second option.
    – sourav
    Commented Feb 6, 2017 at 5:31
  • Huzzah! Glad to hear it, @sourav. Commented Feb 7, 2017 at 5:03

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