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