Activate Or Deactivate Workflow

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How do I log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

Activate Or Deactivate Workflow

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “workflow” option.

 

Step 2.

Once you click on the workflow panel header, you'll find a series of boxes that you can use to filter and find which workflows you can turn on or off.

Each box allows you to filter on certain workflow-specific information:  

• S. No. Name: You can filter with the name of the workflow.
• Report(s): You can filter using the name of the report configured in the workflow.
• Account: You can filter with the account name.
• Approval Type: You can filter with the approval type "External" or "Internal".
• Status: You can filter using the workflow status "Active" or "Inactive.

Step 3.

After identifying the workflow that we want to “Activate” or “Deactivate”, we click on the checkbox.

Step 4.

After selecting the workflow that we are going to activate or deactivate, we will navigate to the “Options” button. Clicking on it will display a list of options. We will choose “Activate” or “Deactivate”.

Step 5.

After clicking on "Activate" or "Deactivate", a pop-up window will appear, and we will only have to click on the red "OK" button.

Have more questions? We're always here to help at: [e-mail]