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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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