Creating a new ION workflow

Infor CRM SLX provides nine standard workflows and you can also create new workflows.

To create a new workflow:

  1. Create the workflow in ION Desk.
    1. Log in to Infor Concierge and locate the KB link 1974722.
    2. Download the zip file available in the KB article.
    3. Extract the files to a local folder.
    4. Log in to ION Desk connected with Infor CRM SLX.
    5. Select Model > Monitors and workflows > Workflows. The Workflows window is displayed.
    6. Click Upload. The Upload Local File window is displayed
    7. Click Open. The Open window is displayed.
    8. Navigate to the location at which the files extracted in step 1c are saved.
    9. Double-click the workflow_seed.xml file.
    10. Click OK. The Import window is displayed.
    11. Click OK.
    12. Click Activate in the workflow_seed widget, to activate the workflow.
      Note: The workflow cannot be activated, if you navigate out of the web page before the activation is complete.
  2. Create a corresponding Workflow definition in Infor CRM SLX.
    1. Click App menu.
    2. Click Infor CRM.
      The Infor CRM SLX Welcome page is displayed.
      Note: Non SSO customers need to login to Infor CRM SLX.
    3. Select Integration > Integrations. The Integrations list view is displayed.
    4. Click the ION Workflows tab.
      Note: Select the Enabled check box, if not selected.
    5. Click Add. The Insert ION Workflow Definition window is displayed.
    6. Specify this information:
      Workflow Name
      Specify workflow_seed.
      Entity
      Select Ticket.
      Active
      Select this check box to set this workflow to active state.
      Lock entity Fields
      Leave blank.
      Owned By
      Use the default option Assigned To.
      Approver Email List
      Use the default value email1;email2;email3
    7. Click OK.
  3. Add trigger conditions to the workflow_seed workflow.
    1. Click workflow_seed on the ION Workflows tab.
    2. Click Edit Condition.
    3. Select Status Code, Equal to and Open in the Attributes field, respectively.
    4. Click OK.
    5. Select the Auto Triggered check box to automatically trigger this Workflow.
    6. Click Save.
  4. Trigger the workflow_seed Workflow.
    1. Log in to Infor CRM SLX as administrator or Sales representative.
      Note: If you are SSO enabled, you are automatically signed in.
    2. Select New > Ticket .
    3. Set the Status field to Open.
    4. Click Save.
      Note: 
      • If SSO is enabled in the organization, you receive a notification in Infor OS (Ming.le) and an email.
      • If SSO is not enabled in the organization, only an email notification is sent.
      • Once you receive a notification of successful configuration, you can change the workflow name and add workflow field mappings as required. See Creating an ION workflow field mappings.
      • Ensure the workflow name in Infor CRM SLX matches the Workflow name in ION Desk.