Assign a Workflow Design from a Parent Workspace

On the Workflow Design page, you can assign workflow designs from parent workspaces to the open child workspace. This makes workflow designs available for use in the child workspace, but they can still only be edited in their owning workspaces.

To assign a workflow design from a parent workspace:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Design.
  3. On the Workflow Design page, select Assign.

    The Assign Workflow Design dialog box lists all available workflow designs in all workspaces to which the child workspace is subordinate.

  4. In the Assign Workflow Design dialog box, select all workflow designs that you want to be available for the child workspace.
  5. Select Assign.

Now you can use the workflow design in the child workspace, but you can't edit it. To do that, you must update its owning workspace. See Update an Owning Workspace for a Workflow Design.


Last Published Tuesday, May 21, 2024