Limit New Process Folders if One Already Exists

johnathan151613

I am trying to check if a process folder already exists in a specific state before creating a new one. Can this be done? We want to ensure a user can't start

jacob_Decisions

Yes this can absolutely be done! With a Fetch Entities step, you can set Fetch Criteria to the email address of the user, and you can query on "State Equals". With these two fetch criteria as well as any others that you may need, you can then pass these into a rule to see if there is any data returned.