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Workflow User

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  • 1.  Workflow User

    Posted 28 days ago
    Hi experts
    If user xy (works as CRM Admin) starts a workflow in CRM (8.2 On Prem), and that workflows changes some records, it seems to me that these changes are made in the context of user xy. Is that correct?
    Thanks for bringing some light in this matter.
    Kind regards
    Heinz Arnold

  • 2.  RE: Workflow User
    Best Answer

    Posted 27 days ago
    Real time workflows have a choice in the designer of "Execute as: The owner of the workflow" or "Execute as: The user who made changes to the record".

    Asynchronous workflows (Background workflows) execute as the owner of the workflow when they are triggered automatically.

    I think real time and background workflows will execute as the user who initiated it when run on demand.

    "The opinions expressed are strictly my own and not necessarily those of my employer, Minitab LLC"

    Andy Arndt
    Minitab, Inc.
    State College PA

  • 3.  RE: Workflow User

    Posted 20 days ago
    Hi Andy
    Thanks a lot for the clarification. That helped.
    Kind regards

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