How To Use List Custom Settings In Process Builder Criteria

Question

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.

Answer 1

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).