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Customer experience | Sales, Customer Insights,...
Suggested answer

Change "Execute as..." in a Process/Real-time workflow

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Posted on by 5

Hi,

I was wondering if it is possible to edit a Process/Workflow so that it runs as  "The user who made changes to the record" and not "the owner of the workflow" ?
The previous owner of the workflow no longer works with us, and thus the workflow has stopped functioning. I've tried assigning myself the workflow, but that is only a temporary solution.

I've also tried deactivating the workflow to see if I can change the selection, but to no avail.

pastedimage1676672452992v1.png

The hope is that the impersonating user is (no name):

pastedimage1676672632167v2.png

If not, are the only other alternatives to either create the workflow from scratch, or assign the workflow to a system user?


Thank you all so much in advance!

  • Sleepy123 Profile Picture
    Sleepy123 5 on at
    RE: Change "Execute as..." in a Process/Real-time workflow

    Hi Abdul,

    Thank you for your reply.

    What you describe is what I was expecting, however, I'm not able to change "Execute as".

    I can confirm that:

    * I've assigned the workflow to myself

    * I've deactivated the workflow

    * I am a sys admin.

    But still, I am unable to change the desired field:
    pastedimage1676879523017v1.png

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,081 Moderator on at
    RE: Change "Execute as..." in a Process/Real-time workflow

    Hi Sleepy123,

    You should have appropriate privileges. The user has a System admin role that can do this.

    Deactivate the workflow. Change the owner of the workflow. The owner should be the system administrator.

    pastedimage1676702670601v1.png

    and then change execute as

    pastedimage1676702732907v2.png

  • Sleepy123 Profile Picture
    Sleepy123 5 on at
    RE: Change "Execute as..." in a Process/Real-time workflow

    Hi,

    Thank you for the quick response.

    The field for changing the "Execute as" is closed for editing. I thought maybe that was because the workflow was set as "Active". So I deactivated it to see if that would let me change the setting for "Execute as" but it was still locked/greyed out.

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Change "Execute as..." in a Process/Real-time workflow

    Hello,

    I'm not sure what you meant by "I've also tried deactivating the workflow to see if I can change the selection, but to no avail.". Can you please explain what you meant?

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