Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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  1. Managing Services

The Basics of a Service

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Last updated 1 year ago

A service in Onestop is a representation of your automated process and all its inputs and outputs. This includes a workflow, input forms, data records, notifications, billing information and output documents.

Adding a new Service

To create a new service:

  • Click on the "Services" button in the main menu, and then click on the “Create New” button.

  • This will open a popup form for you to provide information about the service.

  • Provide a name and description for the service

  • Choose the portal where you want the service to be deployed

  • Click on the Save button.

  • You will be redirected to the service builder where you can manage everything about the service. This includes creating and managing:

    • The workflow

    • Submission, Registration and Task forms

    • Billing rules

    • Document templates

    • Team access to workflow tasks