Running workflow as user initiating the workflow

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Posted on by icimasa

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Hi experts,

we have a workflow that triggers on phone call to create a Case how ever it seems that the Case created is being assigned (owner) the workflow user (system user) now is there anyway to set the workflow to run as the owner initiation the process or another option in the workflow set the owner of the case.

best regards

Martin

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ba365guy 2,950 on at

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Yes surely you can do that if the following conditions are met

1. User creating phone call shall have privilege to create case.

If above condition is met,

2. You can create the case with the same user who created the phone call.

Alternatively, you can user assign action in workflow and assign the case after creation to the owner of phone call.

In the workflow steps, use "Assign Record" action.

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Satish Tiwari - CRM on at

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Hi Martin - If you would like to execute the workflow in the context of user who made changes then you can use Sync / Real-time workflows and under Execute as option, you can select - "The user who made changes to the record".

You can find detailed information about real-time workflow here - https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-real-time-workflows

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icimasa 390 on at

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Hehe..

thanks m8... Of course.. I think my mind flew out the window for a moment... lol :D

regards

Martin

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