Process Automation

Overview

Automating business processes is key to lowering labor costs, improving employee satisfaction, increasing measurability, and maximizing efficiency. We have both Event Management and Process Automation to help with the business processes.

Key Concepts & Definitions

Before diving into building your workflows, the following table provides you with Workflow key concepts for better understanding each component of a Workflow.

ION	Intelligent Open Network. Part of the Infor OS technology platform.
BOD	Business Object Document. An XML document based on standards from the Open Application Group Integration Specification (OAGIS).
ION Desk	A business representation of complex company data for end user consumption.
Monitors	Approval matrices contain rules based on parameter evaluation for the distribution of approval tasks. These matrices can be used from Workflow to define approval chains.
Workflows	Workflow enables communication from an application to a user. For example, it presents a document for approval or prompts the user to perform a task using a particular screen of an application.
Activation Policy	A business representation of complex company data for end-user consumption.
Workflow Schedules	Approval matrices contain rules based on parameter evaluation for the distribution of approval tasks. These matrices can be used from Workflow to define approval chains.
Business Rules	Approval matrices contain rules based on parameter evaluation for the distribution of approval tasks. These matrices can be used from Workflow to define approval chains.

Workflow Elements

Task	A workflow step that creates an entry of the Task type in a user’s task list. The workflow suspends execution until a user has completed this task, and then moves to the next step in the flow.
Notification	A workflow step that creates an entry of the Notification type in a user’s task list. The workflow continues execution after the notification is sent to a user.
Decision Table	An automatic step to set the value for one or more parameters that are based on the evaluation of a complex set of conditions.
ION API	A step to perform a call to an ION API operation.
Start Workflow	A step to start another workflow.
Loop Back	A part of the flow that is repeated.
Subprocess	A part of a workflow model that can be expanded or collapsed in the modeler.
Task Chain	A series of approval tasks that are sent to different people. An approval matrix is used to model who should approve.
Set Parameter	An automatic step to change the values of parameters.
Exit Point	Exit point to implement custom logic outside the workflow.
Wait	A step to let the workflow execution wait for a specified amount of time or until a specified date and time.
Decision	An evaluation of a condition that has two possible follow up branches: Yes and No.
Parallel	An unconditional execution of two or more execution branches in parallel.

Parameter Data Types

String	Alphanumeric and Special Characters with a maximum length of 4000 characters.
Decimal	A number that includes a decimal point.
Date	Contains a date value.
Code	A string having a value selected from a Code Table.
User	A string containing the personid of an IFS user.
Integer	A (64 bit signed) whole number.
Boolean	True or False.
Date and Time	Contains a date and time value.
Hyperlink	A number that include a decimal point.
DistributionGroup	A string containing an IFS distribution group.

Want to learn more?

Topical Videos

Seeking details on a particular feature or want a brief summary? These concise videos might be exactly what you need. Take a look at our playlist on YouTube.

Setting up FTP Integration with Infor ION

Starting a workflow from an API

Creating ION Monitors for managing events in Infor OS

Adding APIs in the Infor OS API Gateway

Automating processes with ION business rules

How to install Infor's Enterprise Connector

Written Guides

Product documentation serves as the primary reference for understanding specific product functionalities. For online, searchable, and user-friendly resources, refer to the Infor OS documentation.

Community

Collaborating with peers in your sector offers a valuable opportunity to learn and assist others. Dive into the Infor OS Community today!

Courses

Infor U Campus offers Learning Paths that combine video-based and instructor-led training. If you are an Infor customer, check out courses on Infor U Campus. We recommend the following courses specifically for this component: