Infor ION Service

Overview

The Infor ION Service connects B2Win Suite to an Infor CloudSuite environment using an .ionapi credential file. It supports Infor Document Management (IDM), Infor ION API access, and DataFabric integrations.

Purpose

Use this service when workflows need to:

• Upload, read, or monitor documents in Infor IDM.
• Trigger workflows from Infor DataFabric object changes.
• Push or query data through Infor platform APIs.

Setup Guide

Before configuring the service in B2Win Suite, create the authorized app and download the .ionapi file in Infor ION Service Setup.

Configure in B2Win Suite

Go to Configurations > Services and open Infor ION Service. Create a new configuration or edit an existing one.

Field	Required	Description
ION API File	Yes	Upload the .ionapi file downloaded from Infor OS. The file contains the connection and credential details required by the service.

Click Test Connection to validate the .ionapi file and authenticate to Infor, then Save the configuration.

For administrator override settings, see Services Configuration. For user-specific settings, see My Services.

Usage

Once configured, this service can be selected in the following nodes:

• Copy File (IDM) - upload documents to Infor Document Management.
• Read File (IDM) - retrieve documents from IDM.
• File Listener (IDM) - trigger a workflow when a document arrives in IDM.
• Infor DataFabric Trigger - monitor an Infor DataFabric object and start a workflow iteration on changes.

Infor DataFabric DB Connection

The same .ionapi file can also be used when creating a DB Connection that connects to Infor DataFabric. When adding a new DB Connection in Configurations > DB Connections, select the Infor Compass JDBC driver and upload the .ionapi file from step 7. This gives B2Win Suite direct SQL-like query access to DataFabric data, which can then be used in Visual Query, Query Trigger, and other database-driven nodes.

Example

Use an Infor ION service to process new IDM documents:

1. Create the Infor authorized app and download the .ionapi file.
2. Upload the .ionapi file to the ION API File field.
3. Use File Listener (IDM) to monitor a document type.
4. Use Read File (IDM) or downstream document-processing nodes to process the document when the workflow starts.

Troubleshooting

• Verify the .ionapi file has not expired or been revoked in the Infor OS Portal.
• Confirm the authorized app in ION API has the required permissions for IDM operations.
• Check that the B2Win Suite server can reach the Infor ION API gateway URL.
• If document uploads fail, verify the Document Type specified in the node is valid in your IDM environment.

Notes / Limitations

• The service form exposes a single required ION API File upload field.
• The service default execution configuration allows up to four total connections.
• Infor IDM and DataFabric access depend on scopes and permissions assigned to the authorized app.