Adding a Note in the Timeline using Workflow always adds it under my user account irrespective of what Scope is selected.

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Posted on 28 Jul 2022 18:20:36 by ND301993

Hello everyone,

I have created a Workflow process to add a new record in the Notes table whenever a new record is created in my Host Organizations table.

This is my current configuration for my Workflow,

And this is under the "Set Properties"

This is what shows up in the Timeline upon successful execution,

Is there any way to write to the Notes Entity using the account of the user that initially made the change in my Host Organizations Entity (in the above case, Abel Sham instead of Neil D'souza) or hide the "Note modified by" message? I have tried changing the Scope of the Workflow but it always creates the Note under the Owner of the Workflow.

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Tables

Entities

Microsoft Dataverse

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Fubar 7,850 Super User 2025 Season 1 on 29 Jul 2022 at 02:00:55

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Re: Adding a Note in the Timeline using Workflow always adds it under my user account irrespective of what Scope is selected.

The "Scope" on the Workflow only determines when the workflow will run, not who is creating a record from within the workflow.
Scope = User means the Workflow will only run where the user account that is triggering the execution of the workflow is the same as the record Owner.

Generally for background workflows, its something like, Background Workflows run as the Owner of the Workflow except where it is manually run as an On Demand workflow in which case it will run as the user that triggers it.

If you change your Workflow to Realtime (button on the workflow command bar), you can specify that it will run as either the Owner of the workflow or the User executing (the run as user will be who shows as the created/modified by user; or if you create a Plugin instead of workflow you can set a specific user (or code the Override fields).