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-ellipsis icon after a successful login to verify or install the latest workflow process.
  5. Select the required RPA and click the vertical-ellipsis 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 Argumentstab.
  10. Specify this information:
    distributionType
    Indicate the recipients of the notifications. The data type is String. Possible values:
    • User
    • Group
    authuser
    The user.

    Example: CSI10WIDGET_AX1_DALS

    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

    EmailAccount
    The email account as displayed in the Outlook client. This 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

    processFolders
    The folder from where the invoice is picked up for processing.
    invoicefolderpath
    The path of invoice folder. The data type is String.
    invoicesource
    The path of invoice folder. The data type is String.

    Example: OutlookClientEmail or OutlookGraphEmail

    configurationFolder
    The folder where temporary invoices are stored, and logs are saved.
    emailFolder
    The name of the email folder that RPA must access to read the email received from the customer. The data type is String.
    tenant_loginID
    The user ID of the tenant.
    tenant_password
    The password of the tenant.
    maxNotReceivedCount
    The maximum number of attempts required to receive a PO.
    logFolderName
    The name of the folder where logs are stored.
    tenantID
    The URL of the tenant in the API gateway
    ProcessExpenseInvoice
    Indicate if the expense invoice is processed.
    numberOfEmails
    The maximum number of unread emails to process in each run. The data type is String.

    Example: 50 or 100.

  11. Click Save.
  12. Click Run.