the power of ion workflow - schedschd.ws/hosted_files/discover2016/8c/116 - the power of ion... ·...
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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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Copyright © 2014. Infor. All Rights Reserved. www.infor.com
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ION Workflow and XA
Why?
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Workflow
• Process Automation
• Process Improvements
• Enforces discipline
Intelligent Business Process Management
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ION Workflow and XA
What
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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
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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
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ION Workflow
Use Cases
• Purchase request approval.
• Create Purchase Order for approved purchase request.
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Use Case
Purchase Request Approval
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Publish SyncRequisition BOD
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Where did the BOD go?
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Where did the BOD go?
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Actionable workflow task
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Approved Requisition
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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)
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Recap
Can XA publish a business event to ION?
Yes
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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
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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.
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ION Workflow
• Steps in ION • Create an application connection point
• Model your workflow
• Define your business rules for workflow activation
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ION Workflow
• Steps in ION • Create an application connection point
Name and Description
IBM i Host Name
System Link Replication
Library
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ION Workflow
• Steps in ION • Create an application connection point
• Model your workflow
• Define your business rules for workflow activation
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ION Workflow
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ION Workflow
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Recap
What are the workflow parameters for a Requisition Approval?
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow – Requisition Approval
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ION Workflow
• Steps in ION • Create an application connection point.
• Model your workflow
• Define your business rules for workflow activation
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Trigger a workflow instance
• ProcessWorkflow BOD
• Activation Policy
• Document Flow
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Activation Policy
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Activation Policy
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Activation Policy
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Activation Policy
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Activation Policy
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Activation Policy
• ProcessRequisition BOD output from workflow instance to Application
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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
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Create PO for approved request
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Activation Policy
• ProcessRequisition BOD output from workflow instance to Application
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Recap
What are the 3 ways of starting a workflow instance in ION?
• ProcessWorkflow BOD
• Activation Policy
• Document Flow
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Document Flow
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Document Flow
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Document Flow
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Document Flow
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Document Flow
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ION Workflow
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Document Flow
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Document Flow
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Document Flow
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Purchase Order is Created!!!
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Additional Features
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Additional Features
• Approval Chains • Allows for a table-based approach to approvals
• Approval request sent to each line that matches
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Additional Features
• Decision Tables • Allows for a table-based approach to set workflow parameters
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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.
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Additional Features
• Loop Back • Reverts back to a previous location in the workflow based on
conditions being met
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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
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Thank You
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