Manage Users
Active users: As name implies, active users gets counted against the license. Inactive users: Do not consume a user license and they are not able to login to the system. Invited users: System join invitations have been sent to these users but they still haven’t accepted and signed in to the system Requested users: […]
Manage Account Settings
This is the area where you manage your users, groups and other organizational settings. Please click on the following menu item to access the ‘Account Settings’. You can manage following under the ‘Account Settings’ section. Users: Add/remove, activate/deactivate and perform other functions for users in your system Groups: Add/remove groups and add/remove users […]
Set up a Data Table
Access Data Table creation by clicking on the following menu item, You learnt what are Data Tables WorkHub24 Concepts section. A Data Table is a collection of tabular data that can be used in Workflows. WorkHub24 does not limit the number of Data Tables you can create. These tables could be to store customer records […]
Set Field Permissions
Usually you would need to show, hide or make certain fields because of the sensitivity of the data. Also, you might want to make certain fields mandatory in certain stages of the workflow. This is where you will do that. For each stage in the workflow you can decide whether to make a field, Visible […]
Workflow Flow Design
Depending on the type of workflow you selected in the first step, you’ll be taken through a visual flow design step. Since Arbitrary workflows are less restricted, you can design them similar to a Kanban board design. Flow design is different for Structured workflows. You can freely add nodes with parallel branches. Arbitrary Workflows For […]
Workflow Form Design
Each Workflow has it’s own form. A form is a collection of different types of fields. You can design your own form with many types of fields available such as text, currency, radio buttons, attachments, etc. In summary, a form has following information, Information holding fields Files A messages box Tasks area (for Arbitrary Workflows […]
Set General Properties
This is where you name the Workflow, give a description and set few other important information such as who can access the workflow, etc. However, in this basic guide, we will only focus on filling the basic details. You can only fill the basic information shown below, Workflow name Description Category Icon/image for workflow (optional) […]
Select Workflow Type
As explained in Workflow Types section, there are 2 types of workflows to select from. You should select it based on your process. If your process is similar to a lead management workflow where there’s no restrictions on moving items (which we call cards) from one step (WorkHub24 term is stages) to another, then go […]
How to Setup a Workflow?
Access Workflow creation by clicking on the following menu item, We recommend you to read the concepts section before reading further in to the Admin Guide. Creating a Workflow in WorkHub24 is easy and straightforward. System will take you through a wizard. All you need to do is follow the instructions. There are 2 ways […]
What is a Task in WorkHub24?
In a process you do a series of activities. When an activity is simple and can be seen as a single unit of work, then it’s identified as a Task. In WorkHub24, Structured Workflows are progressed by completion of tasks by specific users. A completion of a task by a task assignee moves the card […]