Administration tasks

Running workflows and tasks are managed in the ION application or with ION widgets. Some common tasks are described on a high level.

Task Manager widget

This procedure is only specific to the end users who can administer workflows after deployment.

Use the Task Manager widget to monitor and manage workflow tasks from a workspace or smart panel. For example, if a colleague is unavailable or a task requires immediate attention, you can reassign the task to another user and track its progress.

With the Task Manager widget, you can:

  • Assign, unassign, or add users to a task.
  • View workflow progress.
  • Perform actions on tasks.

To use the Task Manager widget, you must have a workflow authorization with the MANAGE permission for the specific workflow in ION.

See Infor OS User and Administration Library (Cloud) and navigate to User > ION > ION Homepage widgets.

Active Workflows menu

Use the Active Workflows menu to view workflow details, view task details, generate reports, and cancel workflows. You can also use this page to investigate workflow issues, check the status of a request, and review the results of Customer Duplicate Detection (CDD) and Customer Compliance Check (CCC).

To access Active Workflows, you must have the IONDesk security role.

In ION, select Monitors & Workflows > Active Workflows, and select a workflow instance.

This table shows the workflow variables that you can use to review the results of CDD and CCC:

AI check Workflow variable Description
CDD DuplicateSimilarityScore Indicates the CDD result. A value of -1 indicates that no match was found or that the match was approved.
CDD Similar_Customer Lists the similar customers identified by CDD.
CCC ComplianceSimilarityScore Indicates the CCC result. A value of -1 indicates that no match was found.
CCC Compliance_Customer Lists the compliance matches identified by CCC.