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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.

IONIntelligent Open Network. Part of the Infor OS technology platform.
BODBusiness Object Document. An XML document based on standards from the Open Application Group Integration Specification (OAGIS).
ION DeskA business representation of complex company data for end user consumption.
MonitorsApproval matrices contain rules based on parameter evaluation for the distribution
of approval tasks. These matrices can be used from Workflow to define approval
chains.
WorkflowsWorkflow 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 PolicyA business representation of complex company data for end-user consumption.
Workflow SchedulesApproval 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 RulesApproval 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

TaskA 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.
NotificationA 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 TableAn automatic step to set the value for one or more parameters that are based
on the evaluation of a complex set of conditions.
ION APIA step to perform a call to an ION API operation.
Start WorkflowA step to start another workflow.
Loop BackA part of the flow that is repeated.
SubprocessA part of a workflow model that can be expanded or collapsed in the modeler.
Task ChainA series of approval tasks that are sent to different people. An approval matrix
is used to model who should approve.
Set ParameterAn automatic step to change the values of parameters.
Exit PointExit point to implement custom logic outside the workflow.
WaitA step to let the workflow execution wait for a specified amount of time or until
a specified date and time.
DecisionAn evaluation of a condition that has two possible follow up branches: Yes and No.
ParallelAn unconditional execution of two or more execution branches in parallel.

Parameter Data Types

StringAlphanumeric and Special Characters with a maximum length of 4000 characters.
DecimalA number that includes a decimal point.
DateContains a date value.
CodeA string having a value selected from a Code Table.
UserA string containing the personid of an IFS user.
IntegerA (64 bit signed) whole number.
BooleanTrue or False.
Date and TimeContains a date and time value.
HyperlinkA number that include a decimal point.
DistributionGroupA string containing an IFS distribution group.

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