Infor ION File Template and Email Template: How to Set Them Up
infor ion file template
Also searched as
- infor ion email template
- ion file connection point
- ion file connector setup
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.
Applies to: Infor ION (Infor OS). Connection point types and screens depend on your environment and version, so confirm in ION Desk.
Set up a file based flow
- 1In ION Desk create a connection point of the file type and configure the location, naming pattern and polling or write behaviour.
- 2Define the document structure for the content, such as columns for a delimited file.
- 3Create a mapping in ION to transform between the file layout and the target document or BOD.
- 4Build a document flow connecting the file connection point to the target application and activate it.
- 5Drop a test file and trace it in the monitor to confirm it arrives and maps correctly.
- 6For email, add a notification step in the workflow and write the subject and body using the workflow variables.
- 7Test with real data and check the error handling path.
File layout discipline
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
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
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.
Try it here, free
QAD Progress Connection Parameter File Generator
Generate .pf parameter files for connecting a Progress client to a remote QAD database over TCP.
Common 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.
How an ERP-grounded AI assistant handles this
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.
Frequently asked questions
What is an ION file connection point?
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?
In the workflow definition, in the notification step, using the workflow variables for dynamic content.
Why was my file rejected?
Usually layout, encoding or mapping mismatch. Check the monitor for the specific error on the document.
Can ION handle large files?
There are size limits that depend on setup, so test with realistic sizes or split the file.
Related
How to Map and Transform a BOD in Infor ION Connect
In ION Desk you create a mapping between a source document and a target document, add it to a document flow between two connection points, and test it by sending a real or sample BOD. The mapping editor lets you assign fields, apply functions and lookups, and handle repeating structures, while the ION Monitor shows the result of each run.
How-toInfor ION API Connection Point and Enterprise Connector Setup
A connection point in ION Connect defines how ION talks to one system. An API connection point lets ION call or receive from a REST-style API, while enterprise connectors link ION to ERPs and other applications through Infor-provided integration. Cloud and on-premise deployments differ mainly in networking, security and how connectors are hosted.
How-toInfor ION Workflow Examples: Approval and Notification Flows
ION Workflow models a business process as triggers, tasks, decisions and notifications, and users act on those tasks through ION Desk. A typical example is a purchase or change approval that starts from an application event, routes to an approver, and writes the decision back. Infor VISUAL's workflow features are separate from ION.
Error fixDiagnose and fix a failed BOD document flow in ION Desk
A Document Flow showing Failed in ION Desk means a BOD (Business Object Document) stopped either at schema validation, at the mapping step, or at the target application. Open the failed instance's detail to see the exact failing element, fix the source data or mapping, then use Resubmit rather than re-triggering the original transaction to avoid duplicates.
Error fixFix a 401 Unauthorized error from Infor ION API
A 401 from ION API almost always means the credentials in the .ionapi file no longer match what ION API Gateway expects - not that the password is simply wrong. Check whether the Authorized App or service account behind the file was revoked, regenerated, expired, or issued for a different tenant, then re-test with a direct OAuth2 client_credentials call before touching any calling code.
How-toHow to query Infor Data Lake with Compass SQL
Compass is the SQL query layer in Infor OS for querying Infor Data Lake, where flattened copies of BODs published over ION are stored by Noun and Verb. Open a Compass SQL Workbench tab, browse the schema for the correct table, and run a filtered SELECT rather than pulling the full history, since Data Lake tables can hold years of append-only data.
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Stuck on Infor ION?
Talk to engineers who work inside Infor ION every week, and who build private AI that answers these questions from your own ERP data.
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