Creating a new ION workflow
Infor CRM SLX provides nine standard workflows and you can also create new workflows.
To create a new workflow:
-
Create the workflow in ION Desk.
-
Create a corresponding Workflow definition in Infor CRM SLX.
-
Add trigger conditions to the
workflow.
- Click ION Workflows tab. on the
- Click .
- Select Status Code, Equal to and Open in the Attributes field, respectively.
- Click .
- Select the Auto Triggered check box to automatically trigger this Workflow.
- Click .
-
Trigger the
Workflow.