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Organization Units – Completing the New or Save As form

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Updated on March 16, 2022

Create a new division data instance by selecting Organization Unit from the Organization category.

An organization unit data instance has three key parts:
FieldDescription
Organization NameSpecify the name of an organization that this unit belongs to, a key to an existing Organization instance.
DivisionSpecify the name of a division within that organization that this unit belongs to. (This is the second key part of a Division data instance.)
UnitSpecify the name of a unit within that division that this instance defines. Enter the name of this division, for example, Finance. Begin the name with a letter and use only letters, numbers, the ampersand character, and hyphens. Unit identifiers are limited to 32 characters.
You can also create an organization unit instance using the organization chart, available on the Chart tab and on the Organizational Chart tab on the Organization landing page.
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