Using a Standard ION Workflow

ION workflows are defined in Infor ION Desk. You must configure ION Desk and Infor CloudSuite CRM to use a Standard ION workflow.

Note:

Only the users with the Administrator role can execute this process.
If SSO is enabled in the organization, Infor Ming.le tasks and notifications can be distributed.
For example, a Sales Representative’s manager and the Account manager receive a review task. When one of them accepts or rejects the task, the Sales Representative receives a notification in Infor Ming.le and an email.
If SSO is not enabled in the organization, only email notifications are sent.

Prerequisites

A Document flow must be established in ION Desk between Infor CloudSuite CRM and the Infor Ming.le applications.
The Process.Workflow document must be added to the ION Desk connection point Document tab in which Infor CloudSuite CRM is set as Send from application and Infor Ming.le is set as Receive in application.
If the ION Workflow for a standard entity or custom entity does not have a standard Custom setting entry, a custom setting must be created using these values.
Note: To create a new Custom setting, select Administration > Custom Setting. Right-click Custom Setting and select New Custom Setting.

Specify these values:


Field Name	Description
Category	Outbound Message
Description	Entity name (not the display name).
Data Value	Related parent entity name (not display name). Leave blank if the entity specified in key is to be used as a parent. For example, Account entity.
Data Type	Other.
Version	Infor CloudSuite CRM version. (This field is optional).

For example, specify these values to create a new custom setting for Tickets:


Field Name	Description
Category	Outbound Message.
Description	Ticket.
Data Value	Account.
Data Type	Other
Version	8.4.0.1

Table 1. List of predefined workflow parameters sent from Infor CloudSuite CRM. These parameters do not require a workflow field mapping
Parameters	Parameter Description
SYS_Approver1	Maps to the first email in the Approver Email List.
SYS_Approver2	Maps to the second email in the Approver Email List.
SYS_Approver3	Maps to the third email in the Approver Email List.
SYS_EntityId	Infor CRM GUID of the record.
SYS_LogicalId	Infor CRM logical ID mentioned in the logical ID setting on the ION Workflow Integration Options Tab.
SYS_EntityName	The Infor CRM entity name.
SYS_AccountName	The Account Name entity is related to an account.
SYS_RecordOwnerName	The name of the user that is mentioned in the Owned By property of a workflow definition.
SYS_RecordOwnerFedId	The Federated identity value of the user mentioned in the Owned By field of a workflow definition.
SYS_RecordOwnerEmail	The email address of the user mentioned in the Owned By field of a workflow definition.
SYS_ModifyUserName	The name of the user who last modifies the record.
SYS_ModifyUserFedId	The federated identity of the user who last modifies the record.
SYS_ModifyUserEmail	The email address of the user who last modifies the record.
SYS_UserManagerName	The name of the manager associated with the user, who last modified the record.
SYS_UserManagerFedId	The federated identity of the manager associated with the user, who last modified the record.
SYS_UserManagerEmail	The email address of the manager associated with the user, who last modified the record.

Table 2. List of operators available in the ION Workflow trigger condition
Operator	Data types supported
Contains	String Type, Numeric
Does not contain	String Type, Numeric
Equal to	String Type, Numeric, Date, Picklist
Not equal to	String Type, Numeric, Date, Picklist
Less than	String Type, Numeric, Date
Equal or less than	String Type, Numeric, Date
Greater than	String Type, Numeric, Date
Equal or greater than	String Type, Numeric, Date
Equal to current date	Date
Earlier than current date	Date
Equal or earlier than current date	Date
Later than current date	Date
Equal or later than current date	Date

Table 3. List of standard Workflows
Workflow Type	Workflow Name	Trigger Condition(s)	When the Workflow is triggered	When the action is taken
Action	High value Opportunity	The sales potential of the Opportunity is greater than or equal to 100000. Opportunity Status is not set to Closed.	The Owned By User and the sales representative's manager receive a notification.	The Opportunity Status is updated to Approved or Rejected, based on the action taken. The sales representative receives a notification through an email about the action taken by a manager.
Action	High Value Quote	Quote value is greater than or equal to 100000 Quote Status is set to Open. .	The Owned By User and the sales representative’s manager receive a task notification.	The Quote Status is updated to Approved or Rejected, based on the action taken The sales representative receives a notification through an email about the action taken by a manager.
Action	Large Discount on Sales Order	The discount is greater than or equal to 30%.	The Owned By User and the sales representative’s manager receive a task notification.	The Sales Order Status is updated to Approved or Rejected, based on the action taken. The sales representative receives a notification through an email about the action taken by a manager.
Action	Promotion Failure Notification	Process BOD has been rejected by the integrated ERP.	A task is created in Infor Ming.le for the user who modified the record.	You must modify the data and send the process BOD again.
Notification	Estimated Close Past Due on Opportunity	The current date has exceeded the specified Estimated Close. Status is not set to Closed.	A notification is sent to The Owned By User. The User who last modified the record. The manager of the User who last modified the record, receive a notification.
Notification	Opportunity Won	Opportunity Status is set to Closed – Won.	A notification is sent to: The Owned By User The User who last modified the record. The manager of the User who last modified the record, receive a notification.
Notification	Opportunity Lost	Opportunity Status is set to Closed – Lost.	A notification is sent to: The Owned By User The User who last modified the record. The manager of the User who last modified the record, receive a notification.
Notification	Credit Hold Status on Sales Order	Sales Order Status is set to Credit Hold.	The Owned By User receives a notification.
Notification	Promised Date Past Due on Sales Order	The current date has exceeded the specified Date Promised Status is set to Sales Order. .	A notification is sent to: The Owned By User The User who last modified the record. The manager of the User who last modified the record, receive a notification.