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Microsoft Dynamics CRM (Archived)

Asynchronous workflow execution owner issue

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Posted on by 351

Hi

In our current project we have a flow created by the CRM Admin wherein the lead is qualified through a background workflow on  custom status field change. Thus once the workflow is triggered the contact and account are created and the lead is qualified through the workflow. On Account creation another workflow also creates a case automatically updating it with the relevant values.

The scope of both the workflows is Organization. There are intermediate steps wherein the workflow has some Wait conditions hence the workfows cannot be converted to Real-time workflows which allow us to choose the Execute as part. All of the steps in both the workflows are executed perfectly.

The issue is the account, contact and case records which are created show a Created by value of CRM Admin even when the lead records are created and updated by another user e.g. Austin. The user role has requisite permissions to Processes. I understand that the worflow scope is Organization and the current user has permissions in their role the workflow will execute as the current user but this does not seem to be happening.

Is this the usual system behavior or is our understand wrong about async workflows or are we overlooking some step in the workflows? Any information on this will help. Thanks.

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  • Verified answer
    ashlega Profile Picture
    34,477 on at

    Hi Austin,

     workflows are executed in the context of the user who owns them, and that also affects ownership of the records created from those workflows.

     Where you are referring to the user vs organization, it's actually all about the scope of the workflow. If it's "user", then the workflow will run for the records owned by the user who owns the workflow. If it's "organization", then it will run for all the records (still under that user, though).

  • Verified answer
    Nadeeja Bomiriya Profile Picture
    6,804 on at

    Hi Austin,

    When a workflow is asynchronous, the security context of the workflow depends on how it was triggered.

    If it is triggered due to an event, then it'll run in the context of the owner of the workflow (CRM Admin in your case).

    If it is triggered by a user using run workflow command (provided workflow is enabled to run on-demand) then it'll run in the context of the user.

    technet.microsoft.com/.../dn531067.aspx

  • Austin Saldanha Profile Picture
    351 on at

    Thanks Alex & Nadeeja, your inputs were very helpful. :)

  • Community Member Profile Picture
    on at

    It will run on the security context of the user which runs the On demand workflow.

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