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rattmice
14-Alexandrite
September 2, 2026
Question

How to use executeAs

  • September 2, 2026
  • 5 replies
  • 47 views

I have an edge case where I need to impersonate another user in a workflow transition. The documentation refers to the executeAs feature (https://support.ptc.com/help/codebeamer/r3.3/en/#page/codebeamer/user_guide/ug_workflow_actions.html#wwID0ETBO1) and I have configured that in the application configuration and I even restarted the server but I don’t see that option showing up as an action or option. Where is this supposed to appear when configuring the workflow?

5 replies

Community Moderator
September 11, 2026

Hi ​@rattmice,
 

Thank you for your question. 

Your post has not yet received any response. I am replying to raise awareness. Hopefully, another community member will be able to help.

Also, feel free to add any additional information you think might be relevant. It sometimes helps to have screenshots to better understand what you are trying to do.

Thanks,
Vivek N
Community Moderation Team

 

Brian Kampling
15-Moonstone
September 11, 2026

Hi ​@rattmice 

Could you share what your application configuration looks like and what version of Codebeamer you are on? Please redact any private information that could impact your system security.

Brian Kampling | Source Allies Inc. | Systems Engineering Consultant
rattmice
rattmice14-AlexandriteAuthor
14-Alexandrite
September 11, 2026

The “Execute As” only appears on the “Update Referring Items” workflow action but not on something like “Update Item Properties”. So things are configured properly but the feature is limited in what it can do and will not help for my use case.

Brian Kampling
15-Moonstone
September 11, 2026

Could you provide some more context around the need to impersonate another user?

This feature is designed not to impersonate a user but rather allow referring items to received automated workflow updates based on the actions of a user without access to the referring items.

Brian Kampling | Source Allies Inc. | Systems Engineering Consultant
rattmice
rattmice14-AlexandriteAuthor
14-Alexandrite
September 14, 2026

I agree and this almost falls exactly into the situation but it is a little different. We have a Change Request related to a list of Approved items that need to be modified. When the CR moves into a specific state, it transitions the affected items to Draft. Changes are made to those items and after the changes are complete the items are transitioned to a Ready for Review state. At this point, the Change Request then starts an item-based review on each of the affected items.

We would like to have people who have read-only access perform the review of the items. This does work and the review approval does show up on the reviewed item even without write permissions.

When all affected items have finished their review, the Change Request then transitions all of those items to Approved and closes itself. This is where the problem occurs. Users with read-only access, while able to perform the review, can’t affect the proper final state change on Change Request or the items being reviewed.