🏢 Organisation

The Organisation field allows users to select a business entity from a predefined list within the system.

✅ Why It’s Important:

  • Identifies which company or client a record belongs to

  • Essential for managing data in multi-tenant environments

🪄 Default Value: Fill with Current User’s Organisation This field supports an intelligent default configuration:

  • Option: Fill with Current User’s Organisation

  • Purpose: Automatically selects the organisation linked to the logged-in user

  • Use Case: Ideal for workflows where users should only operate within their assigned organisation

  • Overrides: Can be overridden via rules or conditional logic, if needed

Last updated