Using Out of the Box Workflows

  1. Log on to the Administration Portal.
  2. Select System Administration > Integrations from the navigation bar. The Integrations list page is displayed with a list of available integrations and the details of the selected integration.
  3. Click ION Workflow. The application defaults the information for ION Workflows.
  4. Select the Enabled check box, if not selected.
  5. Click the ION Workflows tab. The out of the box workflows are displayed.
  6. Click the name of a workflow to view this information:
    Workflow Name
    The name of the Workflow. This is case sensitive and must match with the workflow name mentioned in ION Desk.
    IDO
    The IDO on which the Workflow is used.
    Approver Email List
    The list of the reviewers who can approve or reject when this Workflow is triggered. By default, you can specify three approvers separated by semicolons.
    Owned by
    The name of the record owner. This value is sent as a parameter in the BOD as an input to the workflow.
    Active
    If this check box is selected, the Workflow is set to active state.
    Run with Scheduled Job
    Select this check box to include the workflow in the scheduled job that runs automatically daily and be automatically triggered after the Trigger condition is met. This option is only available when SYSDATE function is used in the condition.
    Auto Triggered
    Select this check box to automatically trigger the Workflow when the Trigger Condition is met.
    Trigger Condition
    The condition against which the Workflow is triggered.
    Note: 
    • The trigger condition can be removed by keeping a blank value for the existing property.
    • A Workflow must have at least one trigger condition if automatic trigger is selected.
  7. Click Edit Condition to add more conditions, edit or delete the existing conditions. This is an advanced feature used for adding and editing Workflows which is not supported in this version of Infor CRM Sales Cloud and Administration Portal.
  8. Click Replication Document to see the general structure and conventions used by the BOD. This is an advanced feature used for adding and editing Workflows which is not supported in this version of Infor CRM Sales Cloud and Administration Portal.
  9. Trigger the workflow:
    1. Log on to Infor CRM Sales Cloud.
    2. Trigger the High Value Opportunities Workflow:
      1. Create a new Opportunity.
      2. Add products to the Opportunity to ensure that the Sales Potential in the opportunity snapshot becomes equal to or exceeds 100,000.
      Note: 
      • If SSO is enabled in the organization, the Sales Representative’s manager and the Account manager receive a review task. When one of them accepts or rejects the task, the Sales Representative receives a notification in Infor Ming.le and an email.
      • If SSO is not enabled in the organization, the managers only receive an email notification.