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Scott WalkerScott Walker 

Triggering a process builder when a field change is saved in a record not when creating a new record

Hi there

OK so I have created a process builder that worked great but truggers each time a record is edited causing issues with reseting some field changes.  I think I am using the wrong start to the process.  I have chosen when a record is created or edited but actually what I want is a one time action that updates 2 picklist fields the first time the change occurs. Should I use the option 'only when a record is created'?



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Just to give clarity this process builder is triggered by a cxustom field being set to Yes.  Once this record is saved the dropdowns in the fields Stage and Substage are changed to School interview and Invited.  

Any help much appreciated
Best Answer chosen by Scott Walker
Tom HoffmanTom Hoffman
Hi Scott - on your criteria screen, check the box at the bottom under advanced to only make this change the first time the criteria evaluates to true. 

This way the changes occur the first time your criteria is met, but then ignored during future edits. 

All Answers

Tom HoffmanTom Hoffman
Hi Scott - on your criteria screen, check the box at the bottom under advanced to only make this change the first time the criteria evaluates to true. 

This way the changes occur the first time your criteria is met, but then ignored during future edits. 
This was selected as the best answer
Scott WalkerScott Walker
Amazing!  Thanks so much!!!