web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow based on Organization wide association

(0) ShareShare
ReportReport
Posted on by 142

Hi Team

Is it possible to change the association from the organization wide to entity based ? Currently few workflow  have been designed on organization wise. But we want to be related to Legal Entity wise workflow for the approvals which considers particular entity

Thanks

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    306,725 Super User 2026 Season 2 on at

    Hi Sindhu,

    Which exact workflow or workflows are you referring to? Depending on the workflow, you can set activation policies based on legal entity context. E.g. the purchase requisitions has a field 'Buying legal entity' which can be used for that purpose. If the document table does not support a field which could identify a legal entity, then it is not possible.

  • Suggested answer
    Kadir Karaman Profile Picture
    125 on at

    Hi Sindhu,

    Out of the box, there is no way to change association for workflow based. Association settings based on workflow template configuration. I share a screen on "LedgerDailyTemplate" workflow association type settings.

    You can develop or create customization a workflow for your needed form.

    Screen-Shot-2022_2D00_02_2D00_01-at-01.06.56.png

    Additionally, here you can see which module uses association type.

    "">docs.microsoft.com/.../workflow-types"

    Best,

  • Vamsa Profile Picture
    142 on at

    Hi Andre

    Thanks for the reply.  The workflows are developed by our support vendors. So we don't have option to change it and cannot find legal entity. Then I will create an extension changing the association type to entity base.

    Regards

  • Vamsa Profile Picture
    142 on at

    Thank you Kadir. I will create a new one with association type.

    Regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288 Super User 2026 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 276 Most Valuable Professional

#3
Anton Venter Profile Picture

Anton Venter 225 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans