A user with the Administrator role can create a workflow in Infor CRM.
To create a work flow:
On the Navigation Bar, go to
INTEGRATION > Integrations.
The Integrations List view is displayed.
Click
ION Workflow. The
ION Workflows tab is
displayed in the ION Workflow Integration Detail view.
Click
+. The
Insert ION Workflow Definition window is
displayed.
Specify this information:
Workflow Name
The name of the workflow. This name must be the same as that
defined in ION Desk.
Note: The name is case sensitive and must not contain spaces.
Entity
The entity for which the workflow is
created.
Active
If this check box is selected, the workflow is considered
active.
Approver Email
List
The email ID of the users who must be added to
the list of approvers. This is optional. You can specify more than one email
IDs separated by comma. Each email ID is populated as individual elements in
the BOD xml.
Auto
Triggered
If this check box is selected, the
application triggers the workflow when the trigger condition is
met.
Lock Entity Fields
If this check box is selected, the fields are
disabled after the order is submitted for review. If this check box is cleared,
the fields are not disabled and the data can be modified while the order is
being reviewed.
Click
OK. The new workflow is
displayed on the
ION Workflows tab.
Note: To use this workflow, the field mappings must be created.