Document the workflow run-as identity, including run as initiator - #38539
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joepeeples
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Added a few edit suggestions. Also, the PR description flags that the Initiator identity is currently gated behind a feature flag per org. If it's not fully rolled out when you plan to publish this, the Run as the initiator section needs a Preview callout.
@joepeeples Thanks for the review Joe. Unfortunately, that is the agent looking at the code and seeing the FF. I have not had a chance to clean it up, but this has been rolled out everywhere for some time and cannot be rolled back (would break customers actively using this). |
What does this PR do? What is the motivation?
Updates the Workflow Automation Workflow identity documentation for the release that lets a workflow run as the person who triggered it. The page described only two identities (owner and service account) and a settings menu that no longer exists.
content/en/actions/workflows/access_and_auth.md:Run asidentity controls (connection resolution, resource access, attribution), and summarizes the three identities:Owner(the default),Initiator, andService Account.Edit permissions>Run as), who can select each option, and where the active identity appears in the editor.Associate,View,Change,Remove) with the single set of instructions in Set the workflow identity, because the service account is now attached in the sameEdit permissionsmodal. The oldManage ownership and identity>Run as Service Accountmenu is no longer reachable from the workflow editor.Who has access>Custom.content/en/actions/workflows/trigger.md:Anchor change to be aware of:
#use-a-service-accountbecomes#run-as-a-service-account, so that the three identity sections read consistently. The in-repo link intrigger.mdis updated.#workflow-identity,#workflow-permissions,#restrict-access-on-a-specific-connection, and#restrict-access-on-a-specific-workfloware unchanged.Merge readiness
For Datadog employees:
<name>/<description>convention.AI assistance
Drafted with Pi (AI-assisted research, manually reviewed). The wording was checked against the workflow run-as implementation and the current workflow editor UI strings.
Additional notes
The French translation of
trigger.mdstill links to#use-a-service-account; that link now lands at the top of the page until translations are refreshed.No Jira ticket is linked yet; happy to add one and rename the PR title to
[DOCS-XXXXX] ...if the docs team wants it tracked.