Process Modeling resources

Users must have the IPI-ModelerAdmin or Infor-SystemAdministrator role to be able to assign Process Modeling resources to tags.

  1. In Process Intelligence, select Configuration Management > Tags. All available tags are displayed.
  2. Select the drilldown icon of the tag for which you would like to associate resources.
  3. Once on the selected tag drilldown page, click Add. An Add Resource overlay is shown that displays a list of the supported resources.
  4. Select the Modeling module and Folder resource type. A list of folders is displayed with their name and description. These are all the main folders that are not locked and that are available on this tenant.
  5. Select one or more folder resources and click Add.
    On the Tags page, a list of all resources linked to this tag is displayed. The folder name is shown as the resource identifier name.
  6. To remove a resource from a tag, select the resource, click Delete, and confirm Yes. Only the resource tag association is removed, the folder itself is not removed from the application.
    Note: Folder names can be translated in several languages. If a translation is available for the current user language, the folder name and description translations are shown on the resource selection screen. For packaging purposes, the folder is identified only by its English (en-US) name. Additional folder name translations are included in the local package so that they can be used for display purposes in the user-preferred language when the package is deployed on a target tenant.