# Infor ION File Template and Email Template: How to Set Them Up

> Source: https://netray.co/erp-help/infor-ion-file-template-and-email-template-how-to
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Help

## Short answer

In ION you move files through a file connection point that reads or writes a location and maps the content to a document in a flow, and you build email text in workflow notifications. Both come down to a connection or activity, a defined layout and a mapping.

## Kind

how-to

## System

infor-os

## Erp

Infor ION

## Module

ION Desk / Connection Points / Workflow

## Query

infor ion file template

## Alternate Queries

- infor ion email template
- ion file connection point
- ion file connector setup

## Applies To

Infor ION (Infor OS). Connection point types and screens depend on your environment and version, so confirm in ION Desk.

## Steps

### Set up a file based flow

**Items:**

- In ION Desk create a connection point of the file type and configure the location, naming pattern and polling or write behaviour.
- Define the document structure for the content, such as columns for a delimited file.
- Create a mapping in ION to transform between the file layout and the target document or BOD.
- Build a document flow connecting the file connection point to the target application and activate it.
- Drop a test file and trace it in the monitor to confirm it arrives and maps correctly.
- For email, add a notification step in the workflow and write the subject and body using the workflow variables.
- Test with real data and check the error handling path.

## Sections

### File layout discipline

**Body:**

- Most failures come from file layouts that drift: a column order change, a new delimiter or different encoding. Fix the layout in writing, version it and validate files before they land in the pickup folder.
- Use a consistent file naming and an archive folder so processed files are not read twice.

### Email templates in workflows

**Body:**

- Emails in ION come from workflow notifications where you compose the subject and body and insert values from the workflow data. Keep them short, put the action link first and avoid dumping raw fields.
- Test with a distribution list of yourself before sending to approvers, and confirm the mail system accepts the sender.

### Monitoring

**Body:**

- Use the ION monitoring views to trace documents and look for rejected files. Set an alert for failures so a stuck file is noticed the same day.

## Pitfalls

- Changing the file layout without updating the mapping.
- Wrong character encoding corrupting names.
- Reprocessing files because nothing is archived.
- Sending test emails to real approvers.

## Ai Angle

An assistant can read ION trace and error logs, explain why a file was rejected and propose the mapping fix, read-only. On-prem, the model runs inside your network so integration payloads stay private.

## Faq

### What is an ION file connection point?

**Answer:** A connection point that reads files from or writes files to a location and passes the content into a document flow.

### Where do I edit email text in ION?

**Answer:** In the workflow definition, in the notification step, using the workflow variables for dynamic content.

### Why was my file rejected?

**Answer:** Usually layout, encoding or mapping mismatch. Check the monitor for the specific error on the document.

### Can ION handle large files?

**Answer:** There are size limits that depend on setup, so test with realistic sizes or split the file.

## Search terms

infor ion file template, infor ion email template, ion file connection point, ion desk file connector, ion workflow email, infor ion document flow

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