Is it possible to create a workflow rule in 4.0 that creates a task
for an account when a check box has not been selected in another
custom entity in the last 30 days?

Workflows in CRM 4.0 do need an event such as create or update of a record to
trigger them. If you have such an event you can check other entities for
attributes aslong as they have a direct relation to the record you are
running the workflow for.

If you want to run a check periodically you need to do this differently. You
would need to write a custom application which uses the webservice to check
for the conditions and the executes the desired action, here you have to
option to create the task in code or start a workflow which then does
everything for you. This application can be scheduled to run periodically.

--
Patrick Verbeeten (MCPD)
Lead Developer
Aviva IT

Extended Entity and Plug-in browser:
http://www.patrickverbeeten.com/maps/CrmTool.aspx



"Sixty4" wrote:

You could write a workflow that gets triggered when the custom activity is
created (if you make it on-demand as well, you can trigger it on the existing
entities as well). The Workflow can have a Wait Step that waits until 30 days
after the created on date. It then checks if the checkbox is not checked. If
it isn't, it can create a task.

"Sixty4" wrote: