Prerequisites

These are the prerequisites for a user to run the automation process:
  • The user account must be authorized in the RPA mastermind section.

    To authorize the user, select OS > RPA Management > Authorization, and click Authorize.

  • The user account must be added to the mastermind process flow users list.

    To add the user, select OS > RPA Management > Manage > Processes, and click Add.

  • The user must have access to Infor Syteline.
  • The user must have access to these Infor Document Management (IDM) permissions:
    • upload permission for RMA Creators
    • read/view permission for approvers and downstream clerks — to interact with attachments linked to RMA requests.