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Administrator Guide
Last Updated: 2023-11-17
Steps: Use Custom Organizations for Mass Distributions

Steps: Use Custom Organizations for Mass Distributions

Workday enables you to distribute documents or tasks in mass using custom organizations.
  1. Create a custom organization type to hold custom organizations that you’ll use to distribute tasks or documents.
  2. Access the
    Create Custom Organization
     task.
    Create separate custom organizations for your custom organization type that you’ll use as distribution destinations.
    Example: Create separate custom organizations to use as location distribution groups for San Francisco, Chicago, and New York. Or create custom organizations for different management levels and job profiles.
    Security:
    Create: Custom Organization
     domain in the Organizations and Roles functional area.
  3. Access the
    Create Membership Rule
     task.
    Create membership rules that define the membership of each custom organization you use for distribution.
    Security:
    Manage: Membership Rule Create
     domain in the Organizations and Roles functional area.
  4. Assign membership to each custom organization you use for distribution using the appropriate rule.
  5. Access the
    Create Distribute Documents or Tasks
     task.
    Distribute documents or tasks using the custom organizations you've created for distribution.
    Security:
    Business Process Administration
     domain in the System functional area.