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