Flow Classic

Installation Guide for Mobile Work Order

General

This document will provide guidance on installing and configuring the Mobile Work Order App. Please make sure that the Mobile Work Order zip file has been downloaded and extracted.

The Mobile Work Order application contains seven separate workflows, three of these are Seeded Inboxes.

Workflows

App	Required Connectors/Services
Invoice Generation (Seed Inbox)	IFS Appliations 10, Send E-mail
My Tasks (Seed Inbox)	IFS Appliations 10
New Work	IFS Appliations 10
Objects	IFS Appliations 10
PO Receipts	IFS Appliations 10
Pool Tasks (Seed Inbox)	IFS Appliations 10
Service Quotation	IFS Appliations 10

* Azure AI Document Intelligence(former Azure Form Recognizer) is only needed for automatically scanning receipts.

** Help Lightning is only needed for remote assistance functionality. If this functionality is not needed, it can manually be removed from the workflow.

System and Version

System	Version
IFS Applications	10
Novacura Flow Server	6.13
Novacura Flow Studio	6.13
Connectors	Database, File System, REST Service, Send E-Mail, Convert HTML To PDF

Microsoft Azure Services

Azure Form Recognizer

For Create Expense - Scan Receipt functionality or Email Receipts and Email Receipts Service, it is required to set up a Form Recognizer Cognitive Service, Set Up Form Recognizer.

Flow Connectors

IFS Connector

If you do not have a connector set up, you can see an example here.

File System Connector

If you do not have a connector set up, you can see an example here.

HTML to PDF Connector

If you do not have a connector set up, you can see an example here.

Send Email Connector

If you do not have a connector set up, you can see an example here.

REST Connectors

REST - Form Recognizer

A REST Connector Project must be set up to utilize the Microsoft Form Recognizer Cognitive Service.

Create a new REST Connector named "Microsoft Form Recognizer V2.0" and import the configuration file "Microsoft Form Recognizer V2.0.ncrcp", for more information see Import a REST Configuration.

• After the connector has been imported, navigate to the connector Authentication and select “…” to the right of API Keys

• Replace the apiKeyHeader and the apiKeyQuery with KEY 1 from your Microsoft Form Recognizer Cognitive Service
• Select “Save” to save the API Keys

• Select “Save” to save the REST Connector Configuration

Help Lightning REST Service Connector

A REST Connector Project must be set up to utilize the Help Lightning app.

Please refer to Help Lightning App for more details regarding how to use Help Lightning for remote assistance: https://helplightning.com/

Create a new REST Connector named "Help Lightning V1.0" and import the configuration file "Help Lightning V1.0.ncrp", for more information see Import a REST Configuration.

Enter your base address, in the example below, https://api.proda.helplightning.net was used.

• Navigate to the connector Global parameters and select “…” to the right of Edit parameters.

• Enter the password, email, and API Key.

• Select “Save” to save the Global Parameters

• Select “Save” to save the REST Connector Configuration

QuickChart REST Service Connector

A REST Connector Project must be set up to utilize QuickChart API.

Please refer to Quick Chart home page for more details regarding how to use Quick Chart API: https://quickchart.io/documentation/

Create a new REST Connector named "QuickChart API V1.0" and import the configuration file "QuickChart API V1.0.ncrp", for more information see Import a REST Configuration.

• Enter your base address, in the example below, https://quickchart.io was used.

Flow Properties

Before installing the workflows, it is required to create several Global Flow Properties within Novacura Flow Studio.

Flow Text Properties

Flow Property	Example Value	Description
AppOwner	ifsapp	IFS environment application owner (Schema).
EnvironmentUrl	server.dev.novacuracloud.net	Base address for the temporary image of the receipt to be viewed by the Image Viewer User Step element.
LocalImagePath	D:\home\site\wwwroot\images	Local server folder for image of the receipt to be viewed by the Image Viewer User Step element. Make sure this folder directory exists prior to providing a value.
ExpenseDocClass	EXPENSE	Document class for the expense report that will be added to the expense sheet header when the expense sheet is confirmed.

Installation

Make sure that you have created all connectors and Flow properties before importing the workflows.

1. Import Application Configuration Packages

Before installing the workflows, it is required to import the Application Configuration Package into your IFS instance.

Import the file “CustomField - Flow MWO App.xml”, refer to Import Application Configuration Packages for more information.

• Upon successful publishing of the custom field in the configuration package, navigate to the Work Task window under Work Management. Invoke RMB and select Custom Objects -> Reload Configuration. This will reload the custom field configurations for this window.

• After Reload Configuration, invoke RMB again and select Properties.

• In the resulting dialog box, select the Layout tab and inside that select the checkbox Use customized screen layout. Scroll all the way down and you will see the new Custom Field Exclude Flow MWO App. Select the checkbox for custom field Exclude Flow MWO App and press Apply then OK.

To read more on page properties please refer to the IFS documentation

/techdocs/22r1/040_tailoring/225_configuration/450_configuration_lifecycle_management/025_import_acp/

• Now the new custom field Exclude Flow MWO App is in the layout. The purpose of this custom field is to mark Work Tasks that should NOT appear in the MWO Flow App. Please refer to the functional documentation for more info.

2. Import Workflows

Import workflows in the file "Mobile Work Order Cloud.wap."

For details see Import Workflows

3. Setting Menu Roles

Together with the imported workflows, there will also be a menu. Connect the menu to your roles to make them available for users.

For details see Setting Menu Roles

4. Publishing Workflows

Within the Server Contents Window, right-click on the Mobile Work Order Apps folder and select “Publish.” This process can take a few minutes but once complete, a Publish Successful message will be displayed.