How to Edit 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 to 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 Edit 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 edit. 

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 “Edit”, we click on the edit icon.

 

Step 4. 

After clicking on the edit icon, the following view is loaded where you can modify the following fields.

• Choose Account: In this field, you can change 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 can modify the name of the workflow.
• Reports: In this drop-down menu, you can modify the account report you want to be in the workflow.

• Approval Type: In this section you can change the approval type.
• External: After approvals, the report will be moved to the “Report Data” section of the dashboard.
• Internal: After approvals, the report will remain in the "Approvals" section of the dashboard.

• Approval level 1: In this section you can change the configuration of users who will approve the form.
• Approved Users: Clicking the dropdown menu will display the list of users within the account. You will need to select 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.

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 the red "Delete this level" button.

To update the information, click the blue "Submit" button; If you want to cancel, click 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]