There are four workflow scope:
User:- The
Workflow will only affect records owned by the owner of the Workflow.
Therefore, it’s almost set up like an individual Workflow. When you elect this
Scope, it means it will only run on the records owned by the same user as the
Workflow user.
Business Unit:- The
workflow will only affect records for all owners that are in the same business
as the workflow owner.
Parent: Child Business
Unit:- Enable the Scope means the workflow only affect the
records for all owner that are in the same business unit and any child business
unit of the business unit workflow centre.
Consider you have six parent unit and
five child units that lookup to a single parent unit.
If that child is in a parent unit,
any records owned by individuals within that unit will be affected by the
workflows.
Organization:- The
workflow will affect all the records within your CRM organizations. It is the
scope most used by the often users.
It may seem like a “Click and Set”
for an organization but you ever want to set this up to affect the workflow the
unit is in, there are actually options for that too.
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