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KristenS_WF
KristenS_WF
Level 7
October 5, 2023
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note creation through Fusion--note owner

  • October 5, 2023
  • 1 reply
  • 727 views

I'm playing around with an automation that creates a project note and tags users.  I eventually want to add a trigger, but I first wanted to make sure I could get the note creation process to work.  I'm able to correctly provide the Note ObjCode, ObjID, and Note Text, and I also successfully added a user to the Notify setting.  The scenario creates a note with the proper text and tagging, but it always lists me as the note owner.  I tried adding a value to the Owner ID attribute (my test project is shared to all our department teams, with Contribute access; for the Owner ID I used the user ID of a co-worker who has WF admin rights), but this has no effect.  Is there something different I need to do to set the Owner ID for the note?

 

Thanks.

 

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    Best answer by cverges

    IIRC, the "owner" is set as the user whose credentials are used in the connection from Fusion to Workfront.  We created a dedicated "bot" user for this so that all the notifications come from that automation user.

    1 reply

    C
    cvergesAccepted solution
    Level 5
    October 5, 2023

    IIRC, the "owner" is set as the user whose credentials are used in the connection from Fusion to Workfront.  We created a dedicated "bot" user for this so that all the notifications come from that automation user.

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