To add an association to a workflow group, click on the Add Association button on the Workflow screen. Creating an association means that this workflow will appear with any of the reports/agenda/minutes documents that meet the association criteria. For example, a report created from an associated department/branch, or a report that is going into an associated meeting type.

Select a meeting type where this workflow can be used, and click Add.

To create a workflow that will apply to any meeting type or department, select “Any” from both dropdowns.

You can Delete the Association by clicking on the Delete icon.

Related Articles:

1. Administrator – Creating Workflow Approval Groups
2. Administrator – Configuring Workflow Field Definitions
3. Administrator - Workflow Associations
4. Administrator – Adding Users as Approval Steps in Workflows
5. Administrator – Adding Meeting Types as Approval Steps in Workflows
6. Administrator – Editing/Deleting a Workflow Step
7. Administrator – Adding a Late Exception Workflow
8. Administrator - Terminating a Running Workflow