Set project to company level

Initially, the current project for a workflow is the project that was the current project for the user that launched the workflow. If the workflow was launched from a Call Workflow task, the initial project is the project context at the time the Call Workflow task ran.

When a query is set to Active Project and run from the Report Manager, the results are based on the scope of the project the user is in if the record is in a capital project or on the scope of the project the parent record is in if the record is not in a capital project. If the same query runs in a workflow, the results are based on all projects including the Company Level. To resolve this discrepancy, use a Set Project task at the start of the workflow. This ensures the workflow returns the same results as the query returns when run from the Report Manager.

Selecting the Set Workflow Project to Company Level radio button changes the form to a Set Project task to look like the following figure.

With this setting, a Set Project task sets the current project for the following tasks in this execution of the workflow to Company Level.

The properties form for a Set Project task when Set Workflow Project to Company Level is selected is organized into one section.