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Creating ION Monitors for managing events in Infor OS

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Video Overview

Description of the Infor ION Monitors Tutorial

This in-depth tutorial provides a complete walkthrough on how to create and configure Infor ION Monitors within the Infor OS Event Management framework. Designed for system administrators, integration specialists, and business process owners, this guide demonstrates how ION Monitors compare incoming Sync BOD (Business Object Document) messages against rule-based conditions to proactively notify users when critical business events occur.

The video explores every step of setting up an effective monitoring solution—including adding BOD document types such as SalesOrder and Shipment, defining references between related documents, selecting attributes like total amounts, dates, and backorder indicators, and configuring conditions using value comparisons, date/time checks, and attribute-existence rules.

Users learn how to build complex monitoring logic using rule types such as Value Change, Document Overdue, and Condition-Only rules, as well as how to combine multiple conditions using AND/OR logic for advanced alerting scenarios. The demo also covers how to configure alert messages with variables, assign distribution groups through Infor OS Security, add drill-backs to systems like Infor M3, and establish escalations, reminders, and assignment rules to ensure timely resolution.

To extend process automation, the tutorial shows how to optionally embed workflow triggers directly into alerts—giving users the ability to initiate a workflow from the alert interface for seamless issue handling. Once the monitor is saved and activated, viewers see how to track live results through the Active Monitors dashboard, where processed documents, trigger counts, and status details can be easily monitored.

This comprehensive demonstration highlights how Infor ION Monitors empower businesses to stay ahead of operational issues, automate proactive notifications, and improve visibility across enterprise workflows—all within the unified Infor OS platform.


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