I'm in the process of going through an org merge. In the source org they had workflows triggered by users simply clicking a checkbox, which would then send upto 10 different tasks out to users. Clearly I hate how that's done, so I asked for logic in order automate the process/get rid of so many tasks.
I have a custom "Membership" object that has a master detail to the Account object.
Here is an example of the criteria of one of the "checkboxes":
A new Membership record is created, where: Status__c = Active Enterprise = null Approved = true AND (a different Membership record, related to the same Account) Status = Former End day within past 7 days Enterprise = Fidelity
After logic is met, a new Task record is created that has different checkboxes of the various items needing to be done.
Is it possible to build criteria off of another record in PB? Or is Apex my only option?