---
title: "Divisions – Controlling Form Access and Workflow Logic"
url: "https://help.ontraccr.com/en/article/divisions-controlling-form-access-and-workflow-logic"
language: "en"
last_updated: "2025-05-26T22:18:24.442Z"
---

# Divisions – Controlling Form Access and Workflow Logic

## 📄 Using Divisions to Control Form Access and Workflows  
 

Divisions in Ontraccr allow companies to segment forms, permissions, and workflows across different **departments, branches, or internal companies**. This article explains how divisions work, how to assign them to forms, and what visibility and workflow implications they have.

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## 🧩 What Are Divisions?

A **Division** represents a segment of your organization. This could be:

-   Different **departments** (e.g. Electrical vs. Plumbing, or Service vs. Construction)
-   Different **locations** or **branches**
-   Separate **companies** under the same account

Each form can be assigned to **one** division. This determines:

-   Who can view/use that form
-   Which workflows apply
-   Which users can access it

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## 🔍 Key Facts About Divisions

-   Users can only see forms that belong to the division(s) they are part of
-   You **cannot assign a form to multiple divisions** at once
-   You can **duplicate a form** for different divisions and customize them separately

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## 🛠 How to Assign a Division to a Form

1.  Go to **Forms → Templates**
2.  Create or edit a form
3.  In **Step 1: Details**, find the **Division** dropdown
4.  Select a division from the list

> ⚠️ If you don’t have any divisions set up, forms will default to your Main division.

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## 🔁 Creating the Same Form for Multiple Divisions

If a form needs to exist in more than one division:

1.  Create the form for Division A
2.  Use the **Duplicate** function
3.  Assign the duplicate to Division B
4.  You can now **customize the workflow and fields independently** per division

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## 🧠 Use Cases

| Scenario | Approach |
| --- | --- |
| Different workflows for Safety forms in Electrical vs. Plumbing | Duplicate the form for each division and assign tailored workflows |
| Restrict Purchase Orders to only head office users | Assign PO forms to the Head Office division |
| Give one team access to a form but not others | Use division-based visibility control |

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## 💡 Pro Tips

-   Divisions work hand-in-hand with **user roles** and **permissions**
-   If you’re unsure whether a user can see a form, check:
    -   What division the form is assigned to
    -   Which divisions the user is part of