Update the Owning Workspace for a Reason

Update the owning workspace of a reason to move it to another workspace that you are assigned. If you move a reason to a workspace that is higher in the workspace hierarchy, it will be available to more workspaces.

To update the owning workspace of a reason:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Dictionaries, and then select Reasons.
  4. On the Reasons page, select a reason.
  5. Select the Context menu, and then select Change Owning Workspace.
  6. In the Select Workspace dialog box, select the new owning workspace, and select Select.
  7. Select Save.

This setting is used in the following apps:

Tasks

Last Published Monday, July 14, 2025