Get Inventory Item by Description Skill

Overview

Your employees have a frequent action of looking up inventory items by using the item description. You would like to reduce time to access this information.

By adding a skill to the Infor Digital Assistant to retrieve the items by description your employees can access the information quickly via chat or voice on desktop or mobile.

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Tutorial

1. Accessing the Application

• In your Coleman-enabled tenant in Application Navigation Menu Select Infor OS> Digital Assistant. After you will be transfer to the Skill page within Digital Assistant. 
• Click the + icon above the data grid with the skill list to Add Skill.

2. Building Skill

Each of the section below represent the wizard steps on the UI. Follow the manual to complete the skill building process.

3. Basic Information

Specify the following information:

• Skill ID: GetItemByDescription.
• Name: Get Item By Description.
• Description: Optionally, specify that this skill will accept an item description to provide the user with an item number.
• Language: English.

4. Fulfillment

Select API in the Fulfillment Type field.

Specify the fulfillment information:

• API Suite: FSM 
• Product: Infor Financials and Supply Management
• Select API: Generic List Service. You can use the search bar to locate the API
• Path: This field is defined based on the API selected. This value is displayed: FSM/fsm/soap/classes/Item/lists/_generic
• Method Type: This field is auto-filled based on the API selected 
• Parameters: This field is auto-filled based on the API selected. This value is displayed: GET.
• Request Body: This field is auto-filled based on the API selected
• Response Body: This field is auto-filled based on the API selected

5. Requirements

1. Create first Requirement by defining the followinginformation:
   • Name: Description.
   • Type: SelectString.
   • Prompt: Specify the question that Coleman presents to the user for the requirement information. For example,  “What is the description of the item you would like to see?”
2. Add the Requirement Fulfillment
   1. Click the gear icon on requirement tile
   2. From drop-down select Add Fulfillment. The dialog window will pop up.
   3. Navigate to the Fulfillment tab and input values as shown below (for reference see the screenshot)
      • Fulfillment Type: API
      • API Suite: FSM 
      • Product: Infor Financials and Supply Management
      • Select API: Generic List Service. You can use the search bar to locate the API
      • Path: This field is defined based on the API selected. This value is displayed: FSM/fsm/soap/classes/Item/lists/_generic
      • Method Type: This field is auto-filled based on the API selected 
      • Parameters:

Parameter Name	Parameter Type	Variable Source	Variable
_fields	Query String	Other	Item,ItemGroup,Description
_filter	Query String	Other	Description::*{Description}*
_limit	Query String	Other	100

4. Navigate to the Response tab and define Variables and Response Conditions (for reference see the screenshots)
   • Create Variable

Variable Name	Type	JSON Path*
ItemID	Json Path	$[*]._fields.item
ItemGrp	Json Path	$[1]._fields.itemGroup
ItemCount	Json Path	$[0]._counr
ItemDescriptions	Json Path	$[*]._fields.Description

*You can define the JSON Path by clicking the “Look Up” icon in the input filed and selecting a desire property from the payload. 

Response Conditions

• Variable: Select Item ID
• Operator: Select Is Empty
• Value: Leave empty
• Action: Select Repeat Prompt
• Response: Item with the description ‘{Description}’ does not exist. Enter a valid item description 

5. Click Save

6. Utterances and Confirmation

1. Define a set of utterances that start the skill when asked by the user.
   • What is the item number by description?
   • Get the item number by description.
   • Find me an item number by description.

7. Response

Specify these Response Conditions. Note: Leave the variable section empty 

1. Define Response Condition 1
   • Variable: ItemID 
   • Operator: Is Not Empty.
   • Value: Leave this box empty.
   • Click Add Condition. 
   • Variable: ItemCount
   • Operator: Greater Than
   • Value: 1
   • Action:Table
   • Message: There are {ItemCount} Items similar to {Description} in {ItemGrp}
   • Table Title: Item Description 
   • Column Label1: Item 
   • Column Value1:  [{ItemID}](https://fin-bdhboz-tst.inforcloudsuite.com/fsm/ItemMasterSpecialist/form/Item(777,{ItemID}).ItemForm?csk.showusingxi=true) 
   • Column Label2: Description
   • Column Value2: {ItemDescriptions} 

2. Click Add response to add the next Response Condition (2) :
   • Variable: ItemID
   • Operator: Is Not Empty.
   • Value: Leave this box empty.
   • Click Add Condition. 
   • Variable: ItemCount.
   • Operator: Equals
   • Value: 1
   • Action: Message
   • Response: Item with description {Description} in {ItemGrp} is {ItemID}

3. Click Add response to add the next Response Condition (3) :
   • Variable: ItemID
   • Operator: Is Empty
   • Value: Leave this box empty
   • Action: Message
   • Response: Unable to find an item ID  for this Description 

4. Click Next. Review the skill on the summary page in the text view or flow view.

8. Summary

Review the skill on the summary page in the text view or flow view.

9. Activating the Skill

1. Select the skill in the data grid.

2. Click the Build to test button above the data grid. The chatbot for testing is being build. Once the chatbot build is finished you can access the skill in the Try It Out panel.

3.  Select the skill in the data gird and click Deploy Skill. You can now converse with Coleman to look up an item by description.

Resources

You can check our Infor Market Place to get more skills for the FSM Cloud Suite and import it to your tenant see: Coleman DA – FSM CloudSuite Skills package  

You can also try the Global HR skills by importing the skills from Market Place see: Coleman DA – GHR CloudSuite Skills package