To add an association to a workflow group, click on the Add Permission button on the Approval Group 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.

Option #1: All Departments/All Meeting Types

To create a workflow that will apply to any meeting type or department, select “All Departments”  and "All Meeting Types" from the dropdowns. This setup below is a very broad setup that has little to no restrictions on when workflows are triggered. 

Option #2: Specific Department for all Meeting Types

To create a workflow that will apply to a specific department and applicable for all meeting types, configure it as shown below. This setup indicates that the workflow will only appear to users when the specific Department has been selected.

Option #3: Specific Department to Specific Meeting Type (restrictive)

To create a workflow that will apply a specific department and  a specific Meeting Type, configure it as shown below. This setup indicated that the workflow will only appear to users when Finance is the Department and the Meeting Type is Council.