Security Role Issue in CRM 2011 for Workflow on Custom Entity

1
votes

I have a custom entity in CRM 2011 which a user can create an instance of.

When that instance is created, a workflow is kicked off which emails a user asking them to approve the instance.

The user gets the email and goes to the form for the entity where they mark it as Approved.

The workflow at this point is waiting for the Approval decision to be made (which it now is) but something to do with the users security role is blocking the workflow from proceeding. The workflow remains in a "waiting" status for the Wait Until.

If I do the same steps again but as an admin, it works correctly.

What permissions does the approving user need in order to not break the workflow?

I gave them Create/Write/Read to the entity, and WriteActivity, ReadQueue but it's not working

Any assistance would be greatly appreciated!

2
dynamics-crmdynamics-crm-2011crm

2 Answers

2
votes

I'm afraid all I can offer is suggestions here:

  1. Is the workflow actually still waiting on the wait until? Or has it failed and is in a waiting state? See if there is an error in the in the section at the bottom of the system job.
  2. Who is the workflow actually running as? - have a look at the system job - I believe it will be the permissions of that user which are important.
  3. Consider the business units here as well as the actual permissions granted, e.g. is the record owned by someone in a different business unit from the workflow owner?
  4. If there is a permission missing you might be able to see which one in the in the crm trace logs, have a look at the async log.
  5. Try granting the user the following permissions: Execute Workflow Job, Read & Write on System Jobs, Read on Process (you can always take them away later, if you find they are not required)
1
votes

Did you confirm that workflow is published Organization-wide? It doesn't sound like that should be causing the problem, but I have run into that before.