Announcement: Coleman Skills for Various Infor Cloud Suites

Hello all,

Various Infor cloud suites are releasing standard skill content for Coleman Digital Assistant. I want to encourage the user community here to start exploring these skills and make use of new innovations from Infor. This post will be a directory of all released Coleman skill content that can be downloaded via KB solutions in Infor Xtreme support portal.

Infor CloudSuite HCM

KB 2095703 - https://support.infor.com/espublic/EN/AnswerLinkDotNet/SoHo/Solutions/SoHoViewSolution.aspx?SolutionID=2095703

Infor CloudSuite Financials

KB 2083034 - https://support.infor.com/espublic/EN/AnswerLinkDotNet/SoHo/Solutions/SoHoViewSolution.aspx?SolutionID=2083034

Infor M3 based CloudSuites

KB 2115095 - https://support.infor.com/espublic/EN/AnswerLinkDotNet/SoHo/Solutions/SoHoViewSolution.aspx?SolutionID=2115095

Infor XM

KB 2160341 - https://support.infor.com/espublic/EN/AnswerLinkDotNet/SoHo/solutions/SoHoViewSolution.aspx?SolutionID=2160341

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Comments

Mads Stenbye

Hi Vignesh,

Thank you for the overview. I work with M3 and have started doing some experiments with Coleman DA. I wanted to get the M3 based skills, but on the KB you linked they are only described but not attached as you write above.

They are not provisioned to our tenant either.

Can you help me with where to find that content for download?

per-melander

Hi Mads - There is a zip file attached to the KB

unknown

Indeed. The zip file contains the skills you can import.

As far enabling the product in your tenant - At this moment its only available for tenants in US-E. (For other regions, this should be ready by June. Note this is a Tentative estimate and not a commitment). And you need to be entitled for the sku COL-S-DAC-MT. If your tenant is in US-E and if you are entitled for this SKU, please let me know.

Mads Stenbye

Hi, I still fail to see the zip file. The KB looks quite empty to me (see screenshot).

We already have Coleman DA activated in out tenant and I have build a few skills with it. However, I would like to be able to learn from the content provided by Infor.

Best regards,

Mads

unknown

HI Vignesh

I have deployed skills for Cloudsuite HCM in Coleman. when I run the skills the backend Call to HCM is not working, error message is "Sorry an error occurred in processing your request. Please contact administrator.".

Is there any setup I have to complete before running the skills?

unknown

Sure. One request - I would like to keep this thread for announcement of KB/ cataloging them.

Can you please post a new question on this problem, so that we can track the troubleshooting tips via that thread for the benefit of others too. Thanks.

unknown

Infor XM skills are added to the list now.

Shirley Zinn

The latest Coleman User manual (dated 1July 2021). On page 11, says :

Setting up Coleman Digital Assistant with MicrosoftTeams
You can use Microsoft Teams with Infor Coleman Digital Assistant. To set up Microsoft Teams to workwith Coleman:
1
In Microsoft Teams, click Apps.
2
Search for and select Infor Coleman Digital Assistant.
3
Click Add to install.
4
After the installation is complete, specify your Infor Ming.le URL when prompted by Coleman.
Your Infor Ming.le URL is provided in your Welcome to Infor CloudSuite email. You cancopy and paste the URL for your Infor OS instance.
5
Provide your log-in credentials to access Coleman.
6
To enable Coleman on Microsoft Teams, select Allow on the authorization screen.,
Note: To pin the Coleman app on the left side, right-click the app icon and select Pin. The Colemanapp now resides on the side rail as a shortcut.

However teams is not recognising 'Infor Coleman Digital Assistant', now Infor. Does this mean the manual is incorrect? Or is there another search term?

Thank you

Shirley

unknown

Hi Shirley!

The plugin Coleman Digital Assistant Teams plugin is not quite yet available in the Plugin Store - we are working on some final steps with Microsoft to get this pushed out shortly. I will keep you in the loop when this does happen, and we will update the documentation accordingly.

We are excited that you are looking to try out Coleman DA in Teams! And are working to get this out as quickly as possible.

Thanks,

Shan - Product Manager, Coleman Digital Assistant

Shirley Zinn

Thank you Shan! Appreciate it the update.

Your video with Vignesh was very good as well. Very informative and easy to follow :-)

Look forward to testing it out in Teams!

Shirley

Denis MARETTE

Have there been any new developments in these packs since then?
Are you aware of any relevant initiatives on the use of CDA in an M3 context?
Is it possible with CDA to link several questions together, as in chatbot?

andy

I'm also curious about updated Skill Packs for FSM.

We are just getting started in Coleman DA and the FSM skill packs are two years old with some warnings about deprecated functionality, e.g. utterances with embedded requirements and using drill backs.

Role Security Webinar Presentation.pptx

unknown

Hi Denis!

The latest skills' packages are available on Infor Marketplace:

* HR Talent - Infor HR Talent Coleman Digital Assistant Skill Pack | Infor Marketplace (The new version of those skills is coming soon)

* CSD - Infor CloudSuite Distribution Coleman Digital Assistant Skill Pack | Infor Marketplace

* XM - Infor Expense Management (XM) Coleman Digital Assistant Skill Pack | Infor Marketplace

* FSM - this skills package is under review, that's why not available on Marketplace yet

We are not planning to develop any new standard skills for M3.

Regarding your second question, there is a feature in Coleman DA called "chain skill" which allows to chain a skill to the next one, while reusing already provided requirements. It allows for more dynamic conversation experience.

For detailed information on how to use chain skill feature please refer to the Coleman DA User Guide.

Thanks,

Natalia Ptaszek

andy

Thank you for the follow up.

Is using drill backs for navigations now deprecated, or is it just using the fulfillment type of drillback that is deprecated?

i.e. Is using a drilback URL in a navigation response also considered deprecated? There is no warning so I'm assuming it's fine.

unknown

Hi Andy !

For navigation we recommend to use the response action: Navigate and provide either the drillback link or URL. The Drillback skill type was deprecated as per Coleman DA user guide.

Denis MARETTE

Hi Natalia,

Finally, by studying the functionalities of CDA a little closely
and examining the examples provided on the marketplace,
I concluded that there are very few use cases for using basic fullfillment type skills.

Because this implies that everything is hardcoded in the definition of the skill.

So ultimately, there are only API skills that are really relevant, right?

andy

@natalia-ptaszek Any update on when the new versions of the HR Talent and FSM skill packs will be available in the Marketplace?

com_proactive_201005.pdf

unknown

Hi @andrew-tarver ,

We are actively working on delivering the new updated version of the skills for HRT and FSM. It is hard right now to give a specific date, but we will keep everyone posted.

unknown

HI @dmarette , the Basic fulfillment type is suitable for the statis Question & Answer Skills, which doesn't require the retrieval of information from neither Infor CloudSuite nor 3rd party. We saw the most value indeed in the API based Skills, which are either getting needed information from Infor CloudSuite or 3rd party or posting the data there.

dEPM-656 - Working with Custom Reports (Update 2021-07).mp4

Verasin

Dear Vignesh,

I have exporing the Infor Coman with LN using it to get the data from external sources and from LN using APIs. Is there any standard template skills for LN?
Thank you in advance,
Verasin (Thailand)

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