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Associate a workflow with an organization

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Some workflows are used to process documents that are associated with your whole organization. However, other workflows are used to process documents that are associated with a specific organization, such as a legal entity. For this kind of workflow, follow these steps to select the specific organization that the documents in the workflow are associated with.

To view a list of organization-specific workflows, see Workflow types.

  1. Open the module that contains the workflow to associate with a specific organization.

  2. Click Setup > [Module name] workflows. A list page is displayed.

  3. Select the workflow to associate with a specific organization.

  4. On the Action Pane, click Associate. The Workflow association form is displayed.

  5. Select the organization to use the selected workflow with.

  6. Click Associate.