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Former Member
Apr 20, 2010 at 07:28 AM

Action profile with action "copy document" - more than one document created

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Hello,

we have the requirement to create a activity (task) if a opportunity is still in system status open and the due date of the opportunity is reached.

For this i created a action profile with one action (copy document).

We process this action using report RSPPFPROCESS.

The activity is created. But we face the issue that every time this report runs a new activity is created for the same opportunity. Per opportunity we want to have max. 1 created activity. If already created the report shall not create another activity.

How can this be acchieved?

thank you

Best regards

Manfred