Friday, 13 July 2018

Dynamics 365 - Workflow Security Context



When a background workflow is configured as an on-demand process and is started by a user using the Run Workflow command, the actions that the workflow can perform are limited to those the user could perform based on the privileges and access levels defined by the security role(s) set for their user account.
When a background workflow starts based on an event the workflow operates in the context of the person who owns it, usually the person who created the workflow.
For real-time workflows you have the Execute As option and you can choose whether the workflow should apply the security context of the owner of the workflow or the user who made changes to the record. If your workflow includes actions which all users would not be able to perform based on security constraints, you should choose to have the workflow run as the owner of the workflow

Workflow Type
Security Context
Asynchronous/Background WF
Owner of the workflow
Synchronous/Runtime WF
Depends on Execute As option
1. Owner of the workflow
2. User who made changes to the record
On Demand
User who made changes to the record

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