How to trigger an ION workflow when IDM generates an XML for M3 MEC integration?

Luis Rodriguez · 2025-07-04T13:25:09+00:00

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My use case is the following:
When a user prints a document in IDM, it generates an XML file. I want ION to detect that new XML and trigger a workflow to send it to the M3 MEC module for processing under an MEC agreement.

My questions:

Can IDM be configured to push the XML to ION on print?
Which ION event or connector can listen for new files in IDM?
Are there sample ION workflows that pick up an XML and deliver it to M3 MEC?

Any configuration examples or documentation links would be greatly appreciated.

Thanks!

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Denis MARETTE

Hi Luis,

I asked a similar question a while back.Let me share what @Brandon Watson had replied:

Based on your information, I would be thinking that the first thing to do is enable the Document Type for ION Configuration. This would produce a Sync.ContentDocument every time a file was added, updated, or deleted for that document type. This XML contains all of the attribute values and image previews and some other things. It doesnt sound like this is the document you are after though.

Luis Rodriguez

Hi Denis,

Thanks for your help. Indeed I already enabled the ION Configuration for the document.

However when I print a document (Document type "M3 Layout") I couldn't find any trace of Sync.ContentDocument in OneView.

My point is that I would like to obtain that XML so I can work on it. Do you know if it's possible to do that?or do I need to setup manually the workflow from IDM everytime?

Brandon Watson

Hey Luis - Does the document get printed in IDM? As long as that happens the Content Document should happen? In your IDM_TEST flow, do you have Sync.ContentDocument added to that little file icon to the right of the IDM application?

Also, when you say XML. Are you talking about the ContentDocument, or the XML that is sent to the Word Template?

Luis Rodriguez

Hi Brandon,

Yes, the document got printed in IDM.
In my IDM_TEST flow, I couldn't add it as I got this error "Between Last activity and End one or more documents are selected" and I don't know how to fix it.

Related to the XML I refer to the XML we can se in MNS270 (when you "View" a Job).

Thank you for your help

Luis Rodriguez

Thank for your reply @Brandon Watson I sucessfully added a new file Connection Point thanks to your advice, thanks a lot!However I would like to obtain the XML that is sent( I refer to the Job Management with the Document Output, I guess).So far the content I catch is the following →

and I would like to obtain something like this→

Do you think it's possible?

Brandon Watson

Glad you got the ContentDocument working. That will always be a file containing information and attributes from that specific document. Is it used for post-processing after the doc is created, IE - Email the invoice to someone after it gets created.

I am more clear now that you are referring to the XML file that goes to the Word Doc themplate that is used to populate the document and create the PDF. The standard integration for ERP's probably use the /Submit API for Document Output and automatically package everything into the JSON request used for the endpoint. With CSD, you can select a 3rd party option that create a FileTransport BOD and that will go through ION and fit your needs; but I dont know if M3 has this same capability.

Denis MARETTE

Hi,

I think I have understood the steps to follow to build the workflow but I am not yet able to know how to do it practically:

in the Sync.ContentDocument BOD which is generated and which triggers the execution of the workflow, you have to identify the DocumentID value (Ex: M3_CustomerInvoice-728-0-LATEST)
Using this value, search the IDM for the Sync.ContentDocument document type containing this value in the publicTargetStatus attribute.
This is the document that contains text indicating the name of the file in the MDS_TemporaryFile document type that contains the XML you're looking for.

Prabodha Amarapema

Step 1- Create a new service type in MNS216 with File transfer and linked with the document.

The folder should be created in the MvxFileTransfer folder that is in the CFT server.

After you can set up the ION file connector to pick the file and process it.

Denis MARETTE

Yes, that is also a possibility.
But unless I am mistaken, with this approach, the PDF edition is not generated. Only the XML is generated.
Is it possible to have both outputs in parallel?

Additional question: In a recent cloud environment, the CFT server is no longer local but in the cloud. Is it possible to have a connection point on this location via ION?

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