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The Power of ION Workflow Nick Stoltzfus

Senior Consultant

Guide Technologies, LLC.

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Session Objectives

• Why use ION Workflow

• What is ION Workflow

• How is it implemented with XA

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ION Workflow and XA

Why?

Workflow

• Process Automation

• Process Improvements

• Enforces discipline

Intelligent Business Process Management

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ION Workflow and XA

What

What is ION Workflow

• Business process engine for Intelligent Business Process Management • Enables rule based activation of a workflow instance

• Enables interactions from application to user

What

Automated task monitoring in relation to promised completion and proactive alerting

of exceptions.

ION EVENT MANAGEMENT

Automated document routing and approvals via workflows across multiple Infor and non-Infor applications.

ION WORKFLOW

Intuitive, browser-based interface used to easily configure and monitor all Infor ION

services.

ION DESK ION CONNECT

Communication and secure sharing of data across on-premise and cloud applications.

ION PULSE Follow & Subscribe on-demand to application “tweets®”

Managing Actionable Enterprise Activities

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ION Workflow and XA

How

ION Workflow

Use Cases

• Purchase request approval.

• Create Purchase Order for approved purchase request.

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Use Case

Purchase Request Approval

Publish SyncRequisition BOD

Where did the BOD go?

Where did the BOD go?

Actionable workflow task

Approved Requisition

Recap

What will trigger a workflow instance?

Business Event that matches defined Business Rules

How is a business event represented in ION?

Business Object Document (BOD)

Recap

Can XA publish a business event to ION?

Yes

ION Workflow

• Steps in XA • Create an XML SyncRequisition BOD

• Create a System-Link Destination of type Infor-OnRamp

• Activate the transformation

XA_Replicate_PurchaseRequest_SyncRequisition_BOD_2_6_4.xsl

ION Workflow

• Steps in XA • Transfer the BOD to the Service Bus i.e. ION

• Use the publish host job on the Purchase request object to publish the XML SyncRequisition BOD to ION.

• OR set the purchase request object up to automatically replicate to ION.

ION Workflow

• Steps in ION • Create an application connection point

• Model your workflow

• Define your business rules for workflow activation

ION Workflow

• Steps in ION • Create an application connection point

Name and Description

IBM i Host Name

System Link Replication

Library

ION Workflow

• Steps in ION • Create an application connection point

• Model your workflow

• Define your business rules for workflow activation

ION Workflow

ION Workflow

Recap

What are the workflow parameters for a Requisition Approval?

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow – Requisition Approval

ION Workflow

• Steps in ION • Create an application connection point.

• Model your workflow

• Define your business rules for workflow activation

Trigger a workflow instance

• ProcessWorkflow BOD

• Activation Policy

• Document Flow

Activation Policy

Activation Policy

Activation Policy

Activation Policy

Activation Policy

Activation Policy

• ProcessRequisition BOD output from workflow instance to Application

ION Workflow

• Steps in XA • Update approval status on the Purchase Request

• Activate the ‘*inbound’ transformation

XA_Process_Requisition_BOD_2_6_4.xsl

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Questions

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Use Case

Automatically Create Purchase Orders for Approved Requisitions

Create PO for approved request

Activation Policy

• ProcessRequisition BOD output from workflow instance to Application

Recap

What are the 3 ways of starting a workflow instance in ION?

• ProcessWorkflow BOD

• Activation Policy

• Document Flow

Document Flow

Document Flow

Document Flow

Document Flow

Document Flow

ION Workflow

Document Flow

Document Flow

Document Flow

Purchase Order is Created!!!

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Additional Features

Additional Features

• Approval Chains • Allows for a table-based approach to approvals

• Approval request sent to each line that matches

Additional Features

• Decision Tables • Allows for a table-based approach to set workflow parameters

Additional Features

• Exit Points • You want to use logic that is more complex than what is possible

in the expression of a Set Parameter activity.

• You require data from outside the workflow that is not provided as input for the workflow.

Additional Features

• Loop Back • Reverts back to a previous location in the workflow based on

conditions being met

Additional Features

• Subprocesses • Used as a modeling optimization to delimit a part of the

workflow that can be expanded and collapsed.

• A subprocess is not a workflow on itself.

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Questions

Thank You

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