Ground:
-A background Workflow executes in the security
context of "the user who runs the WF" when : It is configured as an on-demand
process ,And is started by a user using a Run Workflow command
-A background Workflow executes in the security context of "the owner of the workflow" when started based on an event trigger
- For a Real-time workflow Execute as option decides whether the Workflow Runs in the security context of the owner of the Workflow or the user who runs the workflow.
-A background Workflow executes in the security context of "the owner of the workflow" when started based on an event trigger
- For a Real-time workflow Execute as option decides whether the Workflow Runs in the security context of the owner of the Workflow or the user who runs the workflow.
(Resource used:https://community.dynamics.com/crm/f/117/t/135682)
Based on the above facts, we can solution the WF in 2 ways:
1) Set a Queue as an Email Sender, this would not need any special permissions for Email Send
2)Else follow the below table
1) Set a Queue as an Email Sender, this would not need any special permissions for Email Send
2)Else follow the below table
The Analysis Table
Type OF WF
|
Run As Info
|
Condition
|
Solution
|
Real Time Process
|
Run As WF Owner
|
If Sender is other than the Owner, WF fails(Unless special
Send As Privilege enabled on Role as well as User Personal Setting done)
|
Mark the Owner and the Sender of Email as some System
User- who has the rights to send Email
Example:
-WF Owner=CRM Admin
-Mark the Sender too as:CRM Admin
|
Real Time Process
|
Run as executing User
|
If sender is other than the Executing User, WF Fails(Unless
special Send As Privilege enabled on Role as well as User Personal Setting
done)
|
-In the WF, have a step to update a hidden flag in the
record(revert back at end).
-Mark the Modifed By of the record as the Sender of the
Email
(No matter whoever is the Owner of the WF)
|
Background WF
|
Runs as Owner of WF
|
If Sender is other than the Owner, WF fails(Unless special
Send As Privilege enabled on Role as well as User Personal Setting done)
|
Mark the Owner and the Sender of Email as some System User-
Example:
-WF Owner=CRM Admin
-Mark the Sender too as:CRM Admin
|
Dialog
|
Runs as executing User
|
If sender is other than the Executing User, WF Fails(Unless
special Send As Privilege enabled on Role as well as User Personal Setting
done)
|
-In the WF, have a
step to update a hidden flag in the record(revert back at end).
-Mark the Modifed By of the record as the Sender of the
Email
(No matter whoever is the Owner of the WF)
|
Another solution that
can be applied in all the scenarios:
Login as a System User
say – CRM Admin and make the below Email
settings in the Personal Options by Navigating to - Options-->Email
to allow other Users to
send Email on behalf of this User
