I need that a workflow check if exist a record

[vinybarreto]

I would like that as soon as certain fields within the identity dealt with were filled in, a workflow would create a task with a certain name, but I need that the flow before been executed validate if there is already a task with the same name that case does not exist to execute the flow of work, because today with the lack of this filter every time that the field of the condition receives an update the workflow trigger is triggered again creating the duplicate activity. I need this trigger to be fired only once per registered lead


the target entity is lead
the trigger type is after record saved

[yuri]

Use record\exists function in formula condition.

https://github.com/espocrm/documentation/blob/master/docs/administration/formula.md#record

[vinybarreto]

How do i do this formula with the conditions that i want? I already tried but doesn't work

[vinybarreto]

i need that the formula verify if already exists a record in the entity 'task' with the name 'Estudo da empresa' if the task already exist, don't apply the workflow

[vinybarreto]

the task can have the same name, but it cant be linked to the same lead

[yuri]

!record\exists('Task', 'name=', 'Estudo da empresa', 'parentId=', id, 'parentType=', 'Lead')

[vinybarreto]

Thank you so much, u're amazing, this formula made the magic