Integrating Infor Document Management with Optiva

Infor Document Management (IDM) is accessible from the Infor OS Platform. IDM enables users to manage their business documents by Document Type. For example, artwork documents can be segregated from vendor documents.

Document Types are the equivalent of Function Codes in Optiva. You can even have a separate document type for Optiva objects.

You can use the "Authorization Server" or "ION API" to configure IDM.

See Using XML to create IDM document types.

Using an XML file, you can create Document Types and import those Document Types to IDM. Then, you can configure Optiva to show those Document Types in the Attachments grid.

When users select an IDM Document Type from the Function Code list in the Attachments grid, the column headings for that Document Type are displayed. After Optiva users complete the required fields and add their attachments, the attachments are uploaded to IDM. A RESTAPI call is made to initiate the upload to IDM.

Any subsequent changes that are made in IDM are reflected dynamically in the Optiva Attachments grid. For example, suppose you add attributes to a Document Type in IDM. Those new attributes are displayed as column headings in the Attachments grid for that IDM Document Type.

Using Optiva workflows, you can retrieve information from IDM. These RESTAPI calls are performed as an anonymous user.