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Karleen MendozaKarleen Mendoza 

Agh! Issue with cross-object field update HELP!

I am having an issue, I know where the problem may lie, but I am hoping there's some sort of workaround!!

Here's the scoop: Management wants to be able to see a couple of checkboxes that are on custom object A (Submissions) on the activity record (Tasks). However... Tasks are in a master-detail relationship with Custom Object B (Policies) and Custom Object A is a child of C.O.B.

So I tried a standard workflow rule and field update, but Process builder will not allow for me to add a criteria that links the related to field.

See, Submissions is related to Policies. Tasks are related to Policies. However, we want to update the Task record based on a change from Submissions. How do I do this????
Gaurav HandooGaurav Handoo
Hi Karleen

Could you share screenshots of the Process Builder that you have created to help us understand it better.

Cheers!!

Gaurav