ION Workflows
The ION Workflow integration provides an integration of Infor CloudSuite CRM based activity with the Infor OS collaboration tools. The CRM based trigger conditions and corresponding data content published to Infor OS are defined in the ION Workflow Definition form. The CRM based data content is published to Infor OS by menas of a Workflow BOD. The actual workflow process steps and notification logic are defined in the Infor OS based ION Desk Workflow editor. For more information concerning the workflow editor, see 'Infor ION Desk User Guide'.
- On the Navigation bar, click .
- In the list view, click .
- Click the Workflows tab, and then click the .
Information Fields
You can view and edit the following information:
| Property | Description |
|---|---|
| Workflow Name | The unique workflow name as defined in the ION Desk Workflow editor. |
| Description | A brief description of the workflow’s purpose. |
| Active | Select the Active check box to enable the workflow. |
| Auto Triggered |
Select the Auto Triggered check box to enable active monitoring of updated data content based on the trigger condition. Clear the Auto Triggered check box for manual workflows. |
| Lock Entity Fields | Select the Lock Entity Fields check box to maintain the data content until the workflow is approved or rejected. |
| Owned By | Defines the entity property used for notifications to the data owner. |
| Entity |
Defines the primary business entity or data content for the workflow. This information is read-only. |
| Approver Email List | Literal notification email addresses provided to the ION Desk Workflow editor. |
| Trigger condition |
Trigger condition Defines the data content required to start or launch the execution of the workflow. Click Edit Condition to define the condition by selecting an entity property, selecting an operator, and then providing the constant value for the entity property to be compared with. Complex trigger conditions are built using the Add icon, ‘+’, to include an additional statement. For more information see ” Setting Trigger Conditions for a Workflow The ION Workflow trigger condition is met when all conditional statements are true and one or more of the properties specified in the trigger condition was updated in CRM. Once the conditional requirements are met by new or updated data content, the workflow starts. |