Using ION Workflows

The ION Workflow integration provides an integration of Infor CRM SLX 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 means 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.

To open the ION Workflow Definition Detail view:

  1. Select Integration > Integrations on the Navigation bar. The Integrations list page is displayed.
  2. Click ION Workflow. The Integration ION Workflow details page is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name.
    Note: On this page, you can also access these tabs:
    • The ION Workflow Field Mappings tab
    • The ION Workflow Definition Audit tab
    Workflow Name
    The unique name of the workflow defined in the ION Desk Workflow editor.
    Description
    The description of the workflow.
    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
    The entity property used for notifications to the data owner.
    Entity
    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 the execution of the workflow. Click Edit Condition to define the condition by selecting an entity property, selecting an operator, and 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.

  5. Click Save.