Add workplace entities to an entity type

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create workplace entities based on your organization's business structure. Specify the entity type to which they belong. You can also specify a parent to the entity based on its hierarchy.

    Antes de Iniciar

    Add a workplace entity type

    Role required: Workplace manager

    Por Que e Quando Desempenhar Esta Tarefa

    Create and associate a workplace entity with an entity type so that it can be easily classified. Assign the entity to a parent.

    Procedimento

    1. Navigate to All > Workplace Core > Administration > Workplace Entities.
    2. Select New.
    3. On the form, fill in the fields.
      Tabela 1. Workplace Entity form
      Field Description
      Name Name of the workplace entity.
      Parent Parent of the workplace entity.
      Entity type Entity type to which the workplace entity belongs.
      Active Option to activate the workplace entity.
      Managed by group Group that manages the workplace entity. Users of the selected group receive a notification when an allocation for the entity is going to expire.
      Managed by User that manages the workplace entity. The selected user receives a notification when an allocation for the entity is going to expire.
    4. Select Submit.

    Resultado

    The workplace entity is created and assigned to the selected parent and entity type.

    O que Fazer Depois

    For more information about how workplace entities and other allocations work, refer to Allocation - types, setting, and impact.

    To populate the Entity-mapping column for existing workplace entities, the application provides you with the following flows:
    • Set hierarchy from scratch via subflow: Run this flow to recalculate the entity-mapping columns for the complete hierarchy.
    • Process entity updates via subflow: This flow runs everyday to update the workplace entity-mapping columns only for those workplace entities where the 'update_type' column is set.