Creating the document flow for user BODs

  1. Login to Infor OS Portal (or Infor Ming.le)
  2. Navigate to ION Desk > Connect > Data Flows > .
  3. Click Add.
  4. Specify this information:
    Name
    Provide a description of the use of the data flow, without spaces. For example, LSF_UserBOD_DataFlow
    Description
    This field can have the same value as the Name. Optionally, provide additional information.
  5. Add the send application and required documents to the flow. For example, LSF.
    1. Select the Application icon and drag it to the space between the Start circle and the End circle in the document flow diagram.
    2. On the Application Activity Properties page, specify the name for the sending application. For example, LSF_Send.
    3. Click the + icon.
    4. Select the connection point for the sending application. For example, LSF.
    5. Click OK.
    6. Click the paper icon next to the application name in the flow diagram and click Add.
    7. Select the Sync.SecurityRoleMaster and Process.SecurityUserMaster documents.
    8. Click OK.
  6. Add the Infor OS Portal (or Infor Ming.le) application and required documents to the flow.
    1. Select the Application icon and drag it to the space between your LSF application and the End circle in the document flow diagram.
    2. On the Application Activity Properties page, specify the name for the receiving application. For example, Infor OS Security).
    3. Click the + icon.
    4. Click the paper icon next to the application name in the flow diagram and click Add.
    5. Select the Sync.SecurityUserMaster document.
    6. Click OK.
  7. Add the receiving application connection point. For example, LSF.
    Note: This application does not require documents.
    1. Select the Application icon and drag it to the space between the Infor OS Portal (or Infor Ming.le) application and the End circle in the document flow diagram.
    2. On the Application Activity Properties page, specify the name for the sending application. For example, LSF_Receive.
    3. Click the + icon.
    4. Select the LSF application and click OK.
  8. Click Save.
  9. Start the flow.
  10. Repeat steps 3 to 9 replacing LSF with Landmark.