Assign a Workflow Configuration from a Parent Workspace

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

To assign a workflow configuration from a parent workspace:

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

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

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

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