How to Create a New 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

How to Create a New 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, the following view will be displayed with all the workflows configured, as you can see in the image below. This view will show all workflows related to the account.

Step 3.

Once you click, the following view will be displayed with all the configured workflows. Navigate to the upper right side and click on the "Options" button. A list of options will be displayed. You must select "Add".

Step 4

Once you click, the following form will be displayed. To create a workflow, you must fill out the following information:

• Choose Account: In this field, you must select the account for which the workflow will be created.
• Note: If you have only one account, only one will appear; if you have more than one assigned, a list of accounts will appear.
• Name: In this field, you must enter the name of the workflow.
• Reports: In this dropdown, you must select the account report that you want to be in the workflow.

Approval Type: In this section, you must select the type of approval.

• External: After approvals, the report will move into the "Report Data" section of the dashboard.
• Internal: After approvals, the report will stay in the "Approvals" section of the dashboard.

Approval level 1: In this section, you can select the configuration of users who will approve the form.

• Approval Users: Clicking on the drop-down menu will display the list of users within the account. You will need to select the staff who can approve the forms.

You can select if only one user is needed to approve the report by clicking on the first radio button.

If all users can approve a report, you must click on the second radio button.

If you need to create another approval level, you must click on the "Add more levels" button.

After clicking on "Add more levels", another section will appear where you must complete the same information:

Approved Users: Clicking the drop-down menu will display the list of users within the account. You will need to select the staff who can approve the forms.

You can select whether only one user is needed to approve the report by clicking the first radio button.

If all users can approve a report, you must click the second radio button.

Note: If you have more than one level, you can delete one of the two by clicking on the red button "Remove this level".

To save the information, click on the blue "Submit" button; if you want to cancel, click on the "Cancel" button; and if you want to reset the settings, click on the "Reset" button.

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