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Hello Trailblazers!

I'm looking for advice on how to handle something in an org using EDA. I am trying to create a process in Process Builder that evaluates certain field values on a contact record. If certain criteria are met on the contact record, I also need to check a custom field on an unrelated course offering record to see if a certain course has capacity. If there's capacity in the course offering, I need to create a program enrollment with a special status. In process builder, I know how to check the fields on the contact record, and I can create the program enrollment, but the piece I'm having a hard time with is how to check an unrelated course offering's capacity. Any advice would be hugely appreciated!

4 comentarios
  1. 23 nov 2020, 17:55
    Thanks, all, for the advice. I was able to figure out a way to get to the information I needed by adding a lookup field to the term for the course offering. The PB is functioning as desired now.
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