flow designer logic to avoid duplicated record

[armanoj]

hi ,

flow designer how to avoid dulipcate record , in below record enagement having same function and activity needs avoid ,

Engagement Name      Activity                    Function

Vendor Risk Review	Risk Assessment	Finance
Third-Party Audit	Vendor Review	Operations
Compliance Check	Risk Assessment	Finance
Audit Review	Vendor Review	Operations

[yashkamde]

Hello @armanoj ,

can you specify the requirement OR share the flow screenshot ?

[armanoj]

i want  avoid the duplicate  record

[yashkamde]

And when it will trigger ?

means If the flow is triggered when the record is created or updated then you can check by Look Up Record action > If the record found with same function > then avoid creating OR If not then create record..

If my response helped mark as helpful and accept the solution.

[PruthveshV]

Hii @armanoj 

To avoid duplicate records, use a Look Up Record action before creating one.

Set the conditions to match all three fields: Engagement Name, Activity and function. Follow this with an If flow logic block: if the lookup record is empty, use the Create Record action. This ensures records are only created if they don't already exist.

If my response helped, please mark it as the accepted solution so others can benefit as well.