I have been attempting to define a Task's Assigned To based on an Opportunity custom field to no avail. Our org has a custom field (Lookup user) on the Opportunity, "Assigned Underwriter," and another custom field (Date), "Proposal Due Date." When a Task with specific criteria has its Status updated to Closed, I would like a new Task created to the related opportunity, Assigned To the user in "Assigned Underwriter" with a due date of "Proposal Due Date." Is this possible and if so, would it have to involve Apex (of which I do not know)? I've attempted potential solutions in Sandbox with Process Builder and Workflows, but neither seem to be able to reach the custom fields I need. I've tried filling my brain with WhatIDs and polymorphic relationships to the point of needing an icey cold beer...
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Well process builder should be able to do this. Are you using the opportunity as your base object and the action is creating a new record of the type task?
