Question

Difficulty: Very hardWorkflow Rules and Actions

A Salesforce Administrator is configuring a Workflow Rule on the Case object for a customer support team. The business requirement states that whenever a Case is edited and its Priority is set to 'High', an immediate Field Update must mark the record, and a follow-up Task must be scheduled automatically 72 hours after the modification. During setup, the administrator successfully configures the rule criteria but finds that the 'Add Time Trigger' button is completely unavailable on the Workflow Rule detail page. Which configuration setting is the root cause of this limitation?

  1. The evaluation criteria was configured as 'created, and every time it's edited'.Answer
  2. B
    The rule criteria includes an immediate Field Update action, which restricts time-delayed execution.
  3. C
    Case automation requirements involving time delays must be executed using Escalation Rules rather than Workflow Rules.
  4. D
    The workflow rule criteria evaluated standard system fields that execute after validation rules in the system order of execution.

Answer

The evaluation criteria was configured as 'created, and every time it's edited'.
In Salesforce Core Administration, time-dependent workflow actions are supported ONLY for rules with evaluation criteria set to 'created' or 'created, and any time it's edited to subsequently meet criteria'. When a rule is configured with 'created, and every time it's edited', Salesforce automatically disables time triggers to prevent recursive queuing of background actions upon repeated edits.

Step-by-Step Solution

1
Analyze the reported administration issue
The administrator cannot see or add a Time Trigger to the Workflow Rule detail page.
Understanding why a setup feature is disabled requires reviewing declarative rule constraints in Salesforce.
2
Evaluate Salesforce platform restrictions on time-dependent workflow actions
Time-dependent actions are disabled when evaluation criteria is set to 'created, and every time it's edited'.
If Salesforce allowed time triggers for rules that fire every time a record is edited, continuous record updates could continually add duplicate delayed actions to the time-based workflow queue.
3
Determine the required resolution
Change the evaluation criteria to 'created, and any time it's edited to subsequently meet criteria'.
This evaluation setting re-enables time-dependent actions while satisfying the business logic for modified Case records.

Key Concept

Workflow Rule Evaluation Criteria Limitations with Time-Dependent Actions
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