Creating ION Workflow field mappings

To customize an ION Workflow as required, you can create Field mappings to the Workflow.

To create ION Workflow field mappings:

Adding an ION workflow field mapping in Infor CRM.
1. Log on to Infor CRM, integrated with ION Desk.
2. Click (App menu).
3. Click Infor CRM.
4. Select Integration > Integrations > ION Workflow > .
  The ION Workflow Detail view is displayed.
5. Click the ION Workflows tab.
  The list of Workflows is displayed.
6. Click workflow_seed.
  The workflow_seed Detail view is displayed.
7. Click the ION Workflow Field Mappings tab.
8. Click +.
  The Insert Workflow Mapping window is displayed.
9. Select these values
  
  Entity
  
  Select Ticket.
  
  Property
  
  Select Area.
  
  Sync Direction
  
  Select Both.
  
  Active
  
  Select this check box.
  
  Note: Do not modify the other fields.
10. Click OK.
Repeat this step to create more field mappings
Add Workflow properties in ION Desk corresponding to field mappings in Infor CRM.
1. Click (App menu).
2. Click ION Desk.
3. Select Connect > Monitors & Workflows > Workflows > .
  The Workflows window is displayed.
4. Click the workflow_seed widget.
5. Click x to deactivate the Workflow.
6. Click the Workflow Properties link.
7. Click +, to add a new property.
8. Specify Area as the name.
9. Select StringType in the Type field.
10. Select Input.
11. Click Save.
  If you have added more field mappings in Infor CRM, then repeat this step to add more workflow properties corresponding to each one of those.
  Note: The name must match the value in the name attribute of the Xpath field in the Infor CRM field mapping.
  (Workflow/Property/NameValue[@name='Area'])