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Trying to bypass duplicate value error - probably not setting things up correctly
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Currently have a situation where I'm setting up a flow, it's giving me a duplicate value error which I feel I've created on my own. Any tips?

Basically what I have is a custom object called Scoring. Records are created via an API connection and are essentially tied to Parent Accounts and Accounts. So what we'll have for examples is Records A, B, C, D, and so on that will be created for September, October, November, etc. Records A and B will be tied to the same Parent Account, but different Individual Accounts. What I want to do is create a flow where Records A and B will have a new record type in Scoring (Parent Account Scoring Record Type) that will roll up scores from A and B. What I've done is created a new field type that takes the date and Parent Account from Record A, puts it in a field "Duplicate Checker." Then running a flow where it creates a new record with a Parent Account Scoring Record Type, pushes the Parent Account info, date info, etc. and passes the Duplicate Checker value into "Scoring Checker Formula" - which is a unique field that must have unique values. So a new record would be created pushing 2023-September-ParentAccountXYZ for example which is great because then the flow stops creating new records.

The problem I'm getting is now my flow is trying to execute any time a "child" record type is getting edited because it's trying to create a duplicate value in the "Scoring Checker Formula" field.

Any tips would be VERY appreciated. Thank you!

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1 year ago