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 RPAand 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 Arguments tab.
  10. Specify this information:
    Company

    The code of the Infor LN company (Accounting Entity). The data type is Numeric.

    Example: 0467

    emailSource

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

    • OutlookClient
    • Office 365 using GraphEmail
    outlookClientEmailAccount

    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

    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

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

    Example: 50 or 100.

    configurationFolder

    The folder where temporary invoices are stored, and logs are saved.

    Example: C:\Invoices

    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.