Dear Team,
One of my customer is facing an issue with current workflow setup in the CRM.
We have configured a workflow to automatically create a project when an opportunity status is updated to “Closed Won.” However, after saving the opportunity, two project records are being created instead of one.
Additionally, we have added some checkbox fields in the Project module. Based on the checkbox selection, specific project tasks should be created automatically. However, when this action is triggered, multiple duplicate project tasks are being generated in the system.
Kindly look into this matter and take the necessary steps to resolve it.
For your reference, I’ve attached a screen recording showing the issues.
Screen Recording
CRM Instance: https://ptechnology.sangamcrm.com/
Best regards,
Biswajit Sharma
Comp-U-Graphics
9331126226

