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Difficulty: MediumWorkflow Rules and Actions

An organization wants to configure a Workflow Rule on the Account object to schedule a follow-up Task for the account owner 30 days after a VIP Account is marked as 'Active'. The administrator attempts to add a time-dependent workflow action, but the option to add time triggers is unavailable in the workflow rule setup. What is the most likely cause of this issue?

  1. The rule evaluation criteria is set to 'created, and every time it's edited'.Answer
  2. B
    The object has an active Record-Triggered Flow running after-save events.
  3. C
    The validation rules on the Account object are set to fire before system evaluation.
  4. D
    The initial submission action locks the record from triggering scheduled actions.

Answer

The rule evaluation criteria is set to 'created, and every time it's edited'.
Salesforce restricts time-dependent workflow actions on rules configured with the evaluation criteria 'created, and every time it's edited'. To use time-based triggers, the evaluation criteria must be set to 'created' or 'created, and any time it's edited to subsequently meet criteria'.

Step-by-Step Solution

1
Identify the restriction on time-dependent workflow actions in Salesforce Workflow Rules.
Time-dependent workflow actions are not supported for rules set to evaluate 'created, and every time it's edited'.
Because constantly re-evaluating on every edit could create unpredictable queues of pending actions.
2
Determine the required evaluation criteria setting to enable time triggers.
Change the evaluation criteria to 'created' or 'created, and any time it's edited to subsequently meet criteria'.
This allows Salesforce to cleanly schedule and clear time-based action queues.

Key Concept

Workflow Rule Evaluation Criteria Limitations for Time-Dependent Actions
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Topics

Workflow Rules and Actions

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