Configuration

Some tasks are required to manage the configuration for the workflows.

Groups and user

The distribution of tasks is controlled by groups in Infor Security. The administrator must have the security role IFS-GroupsAdmin to maintain groups.

This table shows the groups that are used and imported during deployment:
Group Description
M3CustomerCreationApproval_L1 Customer creation approval level 1
M3CustomerCreationApproval_L2 Customer creation approval level 2
M3CustomerCreationAR Account Receivable group
M3CustomerCreationCustomerService Customer service group

From the Group details page in Security - Manage, you can add a user to a group.

To add a user to a group:
  1. Click Add.
  2. On the Assign Users dialog box, search and select a user.
  3. Click Add to add the user.
  4. Add additional users as required.
  5. Click Add & Close to add the selected users and close the dialog box.
  6. Click Save.

You can also import users into groups.

Approval matrix

The approval matrix M3CustomerCreationRequest_ApprovalMatrix can be adjusted in ION Business rules where adding, changing and removing distribution groups or specific users are enabled.

See Infor OS User and Administration Library (Cloud) and navigate to User > ION > Workflow > Procedures > Creating a workflow definition > Specifying details for a task chain element > Specifying the approval matrix.

ION Workflow Configuration

The general behavior of how tasks will be assigned or generate email is controlled in ION Service under ION Configuration.

See Infor OS User and Administration Library (Cloud) and navigate to User > ION > Workflow > Procedures.