View and update approval workflows

This article describes how to view and update approval workflows of Cobo Portal Apps.

Context

In the context of Cobo Portal Apps, an approval workflow consists of specific operations on the app that will trigger certain approval rules. For example, if you make a batch payout in the Batch Payout app, you might trigger an approval workflow in which the batch payout requires approval from organization admin, the payout request will be in the Pending Approval status until the admin approves or rejects.

When you install an app, the app will be automatically configured with default approval workflows, which is defined in the app manifest file by app developers.

Prerequisites

You have been assigned the Admin role or a customized role with equivalent permissions.

Steps

1. Log into Cobo Portal.

2. Click in the main menu to open the Apps page.

3. In the All Apps section or the Installed Apps section, click on an app to open the App Management page.

4. On the App Management page, switch to the Workflow tab.

   Now you can view the default approval workflows that apply to this app.

   The tab will be invisible if the app does not have any default approval workflow.

5. To view the instances of an approval workflow (the operations that triggers the approval workflow), click the history icon to display the Approval History dialog.

6. To update an approval workflow, click the icon on the Workflows tab to open the Edit Approval Workflow dialog.

7. In the Edit Approval Workflow dialog, you can update the trigger condition and the triggered action, and click Confirm to proceed.

8. Enter the verification code from your Cobo Guard or other MFA methods to approve the workflow changes.

Next-Steps

Now the approval workflow’s status becomes Pending Approval. This is because change approval workflows, similar to other operations in Cobo Portal, will be subject to Governance policies, which means the changes might require approval from your organization admin. After the approval, the approval workflow’s status will change to Active, and will apply to all the operations that trigger the approval workflow.

You can edit the related governance policies in the Organization > Governance Policies > Organization > Change App Permissions and Settings.