Hello All,
We are looking for use cases to link existing IDM documents to ION Workflow Tasks (Alerts).
If you have such a use case, please share it with us as we start working on the requirements.
Thanks,Danil Klemeshov
Hi Danil, i am trying to attach IDM Documents to an Infor SunSystems Purchase Requisition workflow task. The Task should have the relevant requisition listing archived document available in the workflow approval task for the approver to view before approving the task. Have you managed to do this with other Infor products whereby the approver can see all the documents attached during the requisition entry stage in the Workflow task and not having to drill back into IDM to see the relevant documents?
Hello Arshed,Currently, Drill backs are the only way to link existing IDM documents to Workflow tasks. As I wrote, we starting to work on requirements to make the functionality of linking IDM documents more convenient and flexible.
Hi Danil,
Dou have any documents i can make reference to in setting up drill backs to IDM documents via an Workflow approval task. Any example would be helpful which i could use as a reference.
Hi Arshed, Here are links for documentation related to drill backs in Workflows:
Here is a video that can be useful: https://www.youtube.com/watch?v=Kk4DtdrruoI&list=PLbzqMzjlWI2ai0KXdFI187v2FMoASVWEi&index=18&t=185s If you need any additional assistance please feel free to write.
Kind regards,Danil.
