How to Delete 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 Delete 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 delete.

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

• S. No. Name: You can filter by the name of the workflow.
• Report(s): You can filter using the name of the report configured in the workflow.
• Account: You can filter by 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, we want to delete, we click on the checkbox.

Step 4.

After selecting the workflow that we are going to delete, we will navigate to the “Options” button. Clicking on it will display a list of options, and we will choose “Delete”.

Step 5.

After clicking on "Delete", a pop-up will appear, and we will only have to click on the red "Delete" button.

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