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.
Workflows
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
System and 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
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.
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.
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