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Data Fabric Data Views in Birst
Hello, I was wondering if anyone could help me with this issue / point me in the right direction. I've been creating Data Views in our tenant's Data Fabric → Compass menu and would like to have these show up in Birst to be used in reports. For example, I've made an Infor Data Lake Connection within the Connect menu in…
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How to export Assets record data from SunSystems Cloud via Transfer Desk to a CSV file?
Hi everyone, I’m trying to export Assets record data from SunSystems Cloud using Transfer Desk, and my goal is to produce a properly formatted CSV file. I’ve already tried creating both a Transformation (TML) and a Format (FSD) — following the Delimited data format documentation — but the exported file still only contains…
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CPQ API Issues - Invalid Query String and External Access Problems
I am currently encountering several issues while working with the CPQ API, and the situation seems to have worsened over time. Using the documented “Try it out” functionality, I can successfully retrieve a URL via the GetInteractiveURL endpoint. However, when I open this URL in an incognito browser, I receive the error:…
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IFS vs SSO : what are the guideles to follow ?
Hi, In a Multi-tenant Cloud environment, I currently only have feedback from a user management 100% managed by IFS. So without using the SSO functionality via entity federation and the use of SAML v2. What could you tell me as best practices or methods to follow for this configuration? I have not been able to find any…
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Guidance on Notification Email when there are errors for PostJobTransaction task
I have a stored procedure that executes synchronously with PostJobTransactions, what it's intended to do is do a dirty read of tables jobt_cls_mst and bgtaskhistory_mst to retrieve any errors that are produced by PostJobTransactions. However, when my notification SP Notification_PostJobTransactionsSp fires, it appears to…
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Definitions of Security Roles
We are just provisioning the OS Portal and setting up CloudSuite; VelocitySuite will follow after go-live. Is there a link to the security role definitions/permissions so I can add users to our environments?
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Updated guide to Infor OS KPI widgets for Workspaces
Hi all, Please find some updates and additional examples for building KPI widgets for SunSystems Cloud. These 1/4 size widgets are ideal for displaying small subsets of financial data, powered by API calls to SunSystems or Compass queries on Data Fabric.…
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How to Set Up Personalization Alerts?
I am trying to set up alerts within a personalization. For example, I want to set up an alert if anyone is on FMLA. How are these conditions set up?
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Intelligent Document Processing (IDP) Webinar – Q and A Summary
Thank you to everyone who attended our IDP webinar! Below is a compilation of the questions asked during the session along with answers. We've organized them by topic for easier navigation. Link at the end for the YT video. Licensing & Availability Q: Is IDP standard with Infor Cloud? How can I tell if we have IDP? A:…
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Why my Inbox not working?
Halo, I created a workflow for Purchase Order, when i click approve the notification succesfully sent to email but in my inbox it's show nothing. Is there any security role or something i'm missing?
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How to activate new Workspaces and Widgets as part of Infor October 2025 Release
Good morning, Please advise how to activate the new Workspaces and Widgets as part of Infor October 2025 Release. For example: Project Manager RBWS combined with Syteline. (CSI) Kind regards, Alwin
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Why is there a trailing character in Service user file ?
Hi I see that service account file downloaded has a trailing character of format Access Key, Secret Key, Description, User Name "####","XXXX","ServiceDescription","MyUser","% Why is this so ? there is NO corresponding column header. I didnt find any documentation or standard EOF for CSV files which follows this format.…
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How to show IDM Context Menu in while opening SunSystems in OS ( MT Cloud) ?
I'm looking to show the context menu in os ( SunSystems ) , tried to add all required IDM-* , and related* Roles. Do I need to activate contextual applications from anywhere?
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Give dynamic name to AnyDocument
I need to provide the dynamic names for the files which will be written in sFTP. There is an option that we can use Document_ID but in my case i can't use this because the file size exceeds 5mb, so i need to name the AnyDocument directly instead of converting it into a raw data using script. How to give the dynamic name…
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How to export Assets record data from SunSystems Cloud via Transfer Desk to a CSV file?
Hi everyone, I’m trying to export Assets record data from SunSystems Cloud using Transfer Desk, and my goal is to produce a properly formatted CSV file. I’ve already tried creating both a Transformation (TML) and a Format (FSD) — following the Delimited data format documentation — but the exported file still only contains…