Workflow Trigger - Show Current User Instead of "System" in Activity Stream

[pehoma]

Hello everyone,

I'm currently working with ESPOcrm and have been utilizing workflows for various automation tasks. One thing I've noticed is that when a workflow is triggered manually, the activity stream always logs the action under "System" as the initiator.

For better tracking and transparency, I would like to know:

🔹 Is there a way to have the current user (who manually triggers the workflow) appear in the activity stream instead of "System"?

I believe this would be beneficial for audit purposes and make it easier to trace actions back to specific users.

Has anyone come across this issue or found a workaround? Any insights or suggestions would be greatly appreciated!

Thanks in advance! 😊

[yuri]

Hi,

Unfortunately, there's no such an ability.

To be able to trace who initiated a workflow, an Administrator can inspect the Log panel of a particular Workflow record.

[pehoma]

Hi Yuri,

Thank you so much for your quick and helpful response!

I believe it would make a lot of sense to add this functionality for manually triggered workflows, it doesn't seem ideal that "System" is listed as the initiator in the activity stream. It would provide greater transparency and accountability if the actual user who triggered the workflow were displayed.

I’d like to propose this as an improvement. I think it could really help users track actions and responsibilities more effectively.

Thanks again for the info!

Best regards!

[yuri]

I think otherwise. All changes made by workflows should be logged as system for consistency and transparency. It's not a user who modified a record, it's an automation that modified the record. It was made deliberately.

[yuri]

You can create an additional note by a workflow with the 'Created By' set to the current user.