Using ION Workflows

The ION Workflow integration provides an integration of Infor CRM SLX based activity with the Infor LTR collaboration tools. The CRM based trigger conditions and corresponding data content published to Infor LTR are defined in the ION Workflow Definition form. The CRM based data content is published to Infor LTR by means of a Workflow BOD. The actual workflow process steps and notification logic are defined in the Infor LTR based ION Desk Workflow editor. For more information concerning the workflow editor. See Infor ION Desk User Guide.

To access 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 ION Workflow detail view is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name and view these fields:
    Workflow Name
    The unique name of the workflow defined in the ION Desk Workflow editor.
    Description
    The description of the workflow.
    Active
    The check box to enable the workflow.
    Owned By
    The entity property used for notifications to the data owner.
    Entity
    The primary business entity or data content for the workflow.
    Note: This value cannot be modified.
    Initial Delay
    The number of minutes by which to delay the start of the workflow when additional work may be required by the user. For example, to prevent triggering a workflow when a user may perform consecutive edits.
    Auto Triggered
    The 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
    The check box to maintain the data content until the workflow is approved or rejected.
    Approver Email List
    Literal notification email addresses provided to the ION Desk Workflow editor.
    Trigger Condition
    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 compare.
    Note: 
    • Complex trigger conditions are built using the Add icon, to include an additional statement.
    • 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. See Setting trigger conditions for a workflow
  5. Click Save.
    Note: On this page, you can also access these tabs:
    • The ION Workflow Field Mappings tab
    • The ION Workflow Definition Audit tab