Logging in and defining user parameters

To login and define user parameters:

  1. Open the downloaded Infor RPA Tray Assistant app.
  2. Click Add an Account and select ion Api file.
  3. Click the account to login.
  4. Click the vertical-ellipses icon after a successful login to verify or install the latest workflow process.
  5. Select the and click the vertical-ellipses icon.
  6. Click Show Process Details.
  7. Click the Versions tab and select the required version from the Available Versions.
  8. Click Update.
  9. Click the User Arguments tab.
  10. Specify this information:
    Company
    The code of the Infor LN company (Accounting Entity). The data type is Numeric.

    Example: 0467

    Order Type
    LN Order type for creating return sales order. The data type is String.

    Example: R01

    Order Series

    The Infor LN Order Series for creating return sales order. The data type is String.

    Example: RSO

    Reason Code
    The Infor LN Reason Code for creating the return sales order. The data type is String.

    Example: 100

    emailSource

    The source from where the emails must be read by RPA. The data type is String. Possible values:

    • OutlookClient
    • Office 365 using GraphEmail
    emailAccount
    The email account as displayed in the Outlook client. This value is not required for Office 365, as the account is determined based on Office 365 authorization. The data type is String.

    Example: rpa@infor.com

    emailFolder

    The name of the email folder that RPA must access to read the email received from the customer. The data type is String. Possible values:

    • Invoice
    • Invoice_BBB
    numberOfEmails

    The maximum number of unread emails to process in each run. The data type is String.

    Example: 50 or 100.

    distributionType
    Indicate the recipients of the notifications. The data type is String. Possible values:
    • User
    • Group
    userIdentifier
    The name of the ION group name if distributionType is set to Group. The GUID of the user if the distributionType is set to User. The data type is String.

    Example: APGROUP

  11. Click Save.
  12. Click Run.