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I have List custom settings which I'm using within APEX to determine criteria I should use when building functionality. I have some workflows also however I know I can't use List Custom Settings within the workflows therefore I was looking if there was a way I can do field updates via config otherwise (based on criteria to determine whether the updates should occur). I've had a look at Process Builder. I'm pretty inexperienced with Process Builder so not too familiar with it. I note when I add a criteria the filter fields available are from the Object I define for the Process Build. I was wondering can I mix and match criteria, to have some criteria using fields from my Custom Object & also criteria from List Custom Settings? If List custom settings can be used how are they used when adding criteria?

Thanks in advance for any help on this.

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Currently, you can only use Hierarchy Custom Settings in Workflow, Visualforce, Process Builder, and other places. They are accessed through the $Setup Global Variable. This is one of those places where you'll continue to need to use Apex Code, or you'll need to configure the Process Builder to use a Flow to query those values, though this process is still pretty laborious. In the future, you'll be able to reference Custom Metadata, but it's my understanding that this is still a pilot. There are no plans to ever support List Custom Settings in places where we currently use formulas (though, of course, they're free to change their mind on this).

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    CMDT in Validation Rules are about to be GA in Summer '18. PM's recent Forward Looking Statements are that they'll come to Formulas & Default Values in Winter '19 and PB "after". May 17, 2018 at 17:44
  • @ThomasTaylor Yeah, I knew it wasn't available now, but that it was a thing that would happen. I just didn't know the time frame; thanks for the link.
    – sfdcfox
    May 17, 2018 at 19:13
  • Hi Guys, Thanks. This is what I thought, that List Custom Settings could not be used in Process Builder also, then I read it somewhere on forums that it could be (but I guess this is wrong). Thanks for clarifying. I'll have a look into how Flows can be used in conjunction with this. It would be nice to keep it more dynamic and avoid further Apex code also. I'll see how I get on but If I can't get the flow option to work I might just abandon trying to use config.
    – RedQueries
    May 18, 2018 at 11:52

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