Using the New External Workflow Wizard

Users can use the New External Workflow Wizard to generate alert workflows, approval request workflows, and pulse alerts.

Similar to the New Workflow Wizard, which is used to create event handlers and actions for basic notification scenarios, the New External Workflow Wizard creates event handlers for external systems, particularly Infor OS workflows.

The external system for this wizard integrates with Infor ION workflow. The approval process and receipt of alerts are in Infor ION. The list of external workflows is taken through an ION API call.

Unlike the New Workflow Wizard, the New External Workflow Wizard will require the user to specifically choose a specific IDO. An IDO must be explicitly selected, especially for approval request types, to identify which IDO and IDO properties are being changed.

The BOD Mapping section in this wizard is used to associate IDO properties or expressions for outbound, to be used as a parameter in BODs.

Alert workflow

An alert workflow is used to track addition, changes, and deletion. An eligible alert workflow is not an approval request.

This workflow must contain input properties only, specifically Outbound, relative to Mongoose.

The event handler for this workflow, IdoOnItem, tracks which IDO properties are changed and sends the Process.Workflow BOD. This event handler does not suspend rows.

Approval request workflow

An approval request workflow can only track row updates due to Application Event System limitations.

A workflow is eligible to be an approval request, if its BOD contains:

  • A RowPointer that is both an Inbound and Outbound parameter
  • An ApproveReject output parameter, specifically Inbound, relative to Mongoose
  • At least one Output New Value Parameter, which means this parameter is meant to hold the updated value temporarily in ION

This workflow has two event handlers, which are used to send and receive BODs:

  • IdoOnItemUpdate is used to validate which fields are part of a request for approval. The Process.Workflow BOD will be sent to external systems, in this case, Infor ION. This also suspends IDO rows.
  • BodOnReceive is used to await BODs from Infor ION. If an expected workflow (the type of workflow must be Acknowledge.Workflow and the name of the workflow must match) is received, there will be an evaluation of approval. It is expected that the requested new values are part of this Acknowledgment BOD, which were previously sent Process.Workflow from Mongoose. The affected IDO Row is Unsuspended after the entire process.

Pulse alert

This alert is also called ION Pulse. This alert is not a workflow and does not suspend rows.

This alert requires a valid user, with a valid Infor Federated Services GUID.

The event handlers created by this type can be an IdoOnItem. This handler sends a Sync.PulseAlert BOD.