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howtoifs.IFS CLOUD, EXPLAINED.

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New to IFS Cloud? Begin with the platform landscape, your learning environment, and tailoring approaches. Then choose the path that fits your work. Already have a task? Go directly to Topics or Troubleshooting / FAQ.

One library. 8 ways to grow.8 paths · 20 concept lessons · Browser practice needs no IFS login
PATH 013 lessons · 16 min reading

IFS Cloud essentials

Understand the platform and prepare to learn.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Understand the IFS Cloud landscapeA first look at the platform, customer solution, and interfaces, with a simple mapping exercise.5 min
  2. Prepare your learning environmentRecord the release, access, sample data, and expected outcomes you need before practicing in IFS Cloud.5 min
  3. Choose a tailoring approachLearn to distinguish configuration, extending on the inside, and extending on the outside.6 min
PATH 024 lessons · 1 guides · 23 min reading

Practical configuration

Turn requirements into changes you can review and validate.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Plan a page changePrepare a clear requirement, expected result, and review checklist before using IFS Page Designer.6 min
  2. Understand custom attributesExplore stored and derived values before designing a custom attribute for IFS Cloud.6 min
  3. Plan a configuration packageGroup a change with its dependencies and a deployment checklist.6 min
  4. Validate a page changeWrite checks for both intended behavior and unintended effects.5 min
  5. Avoid mutating-table errors in IFS event actionsDiagnose ORA-04091 and choose event payloads or supported deferred processing without hiding transaction and rollback problems.Guide
PATH 034 lessons · 1 guides · 21 min reading

Administration and access

Reason about permissions, background work, and support evidence.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Understand permission setsTranslate a job responsibility into an access matrix.6 min
  2. Investigate an access problemSeparate identity, feature access, and record-context questions.5 min
  3. Read background-job evidenceBuild a timeline before deciding whether to retry work.5 min
  4. Write a useful support handoverTurn a symptom into reproducible, shareable evidence.5 min
  5. Schedule supported database work in IFS CloudPlan database tasks and task chains with controlled parameters, overlap prevention, useful run evidence, and a release-aware PL/SQL delivery process.Guide
PATH 043 lessons · 19 guides · 27 min reading

APIs and integrations

Discover APIs and design predictable data exchanges.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Choose an integration approachDecide between projection APIs, IFS Connect, workflows, and file exchange before you build anything.Guide
  2. Discover an API contractFind and evaluate the contract before writing a client.6 min
  3. Authenticate and get accessConfigure an integration identity, obtain tokens, and diagnose access failures.Guide
  4. Shape a small data queryUnderstand selection, filtering, ordering, and result limits.6 min
  5. Write data and handle validation errorsCreate/update records, invoke business actions, handle ETags, and interpret validation errors.Guide
  6. Design for retries and failuresPlan duplicate handling and recovery before automation.15 min
  7. Integrate IoT sensor readings with IFS CloudTurn device telemetry into bounded IFS business events using validation, aggregation, equipment mapping, and duplicate-safe processing.Guide
  8. Design a chatbot that reads IFS Cloud data safelyConnect conversational tools to a narrow IFS API with verified user identity, business-data authorization, bounded actions, and traceable responses.Guide
  9. Create integration XML with Oracle PL/SQLChoose SQL/XML or DBMS_XMLDOM for an integration payload and preserve escaping, namespaces, null semantics, and resource cleanup.Guide
  10. Send reliable SMS notifications from IFS eventsDesign an IFS-to-SMS integration with approved recipients, minimal message content, durable delivery tracking, and duplicate controls.Guide
  11. Design an IFS integration middleware layerChoose the responsibilities of an ESB or integration worker, assess legacy WSO2 connectors, and plan deployment, secrets, replay, and recovery.Guide
  12. Trace IFS Cloud API requests with browser tools and PostmanIdentify the real IFS request behind a user action, rebuild it with supported authentication, and collect redacted evidence for troubleshooting.Guide
  13. Design and test Java transformers for IFS ConnectDefine deterministic Java transformer contracts for IFS Connect, including encoding, binary payloads, dependencies, and deployment checks.Guide
  14. Monitor IFS integrations with Azure MonitorChoose integration health signals, collect redacted telemetry, and build actionable alerts for on-premises and externally hosted IFS integration components.Guide
  15. Design SOAP integrations with IFS Cloud and IFS ConnectSeparate SOAP transport, routing, business processing, and acknowledgements when designing or migrating an IFS Connect integration.Guide
  16. Import media attachments into IFS CloudDesign an attachment intake process with explicit business keys, content validation, supported IFS APIs, and duplicate-safe linking.Guide
  17. Test XSLT mappings before deploying to IFS ConnectBuild repeatable XML transformation fixtures and check namespaces, missing values, encoding, and processor compatibility before IFS deployment.Guide
  18. Connect Power Apps to IFS Cloud APIsPlan a Power Apps custom connector for IFS Cloud with explicit identity, bounded queries, write validation, and useful error feedback.Guide
  19. Protect IFS Cloud APIs with Azure API ManagementSeparate caller authorization from IFS backend authentication, restrict exposed operations, and design token handling for an Azure API gateway.Guide
  20. Clean up Dataverse integration test data safelyDesign a preview-first cleanup flow for Dataverse test batches, with explicit filters, dependency checks, paging, and partial-failure reporting.Guide
  21. Plan speech transcription for IFS service notesDesign an Azure Speech intake service that validates audio, handles asynchronous work, and requires review before saving an IFS note.Guide
  22. Import files into IFS Cloud with Power Automate and OneDriveDesign a recoverable OneDrive file intake flow for IFS Cloud with validation, duplicate prevention, acknowledgements, and quarantine.Guide
PATH 053 lessons · 6 guides · 15 min reading

Reporting and lobbies

Define useful measures and validate the numbers.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Define a trustworthy metricWrite a measure that two people can calculate the same way.5 min
  2. Design a useful lobbyConnect a visual indicator to an action and its underlying data.5 min
  3. Reconcile a report with its sourceExplain a mismatch using a small controlled dataset.5 min
  4. Deliver IFS reports with additional email attachmentsPlan report-email attachments by document version, recipient authorization, size, and delivery evidence without relying on legacy filesystem paths.Guide
  5. Manage language-dependent text in IFS report layoutsDistinguish report language, translation keys, layout text, and business descriptions when validating multilingual IFS reports.Guide
  6. Use Oracle SQL functions in IFS reporting queriesChoose CASE, joins, or local PL/SQL functions for reporting calculations while preserving null semantics, tool compatibility, and explainable results.Guide
  7. Automate IFS report printing without duplicate outputDesign unattended IFS report printing around ordering, rendering, logical printers, delivery acknowledgement, and deliberate reprint controls.Guide
  8. Configure logos and conditional branding in IFS reportsSeparate default logos from layout-specific and conditional branding, then validate company, language, renderer, and deployment behavior.Guide
  9. Digitally sign IFS report PDFsPlan report signing in IFS Cloud with certificate ownership, keystore controls, rule scope, and independent PDF signature validation.Guide
PATH 063 lessons · 16 min reading

Testing and delivery

Take a change from a clear request to a supportable handover.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Write a change briefMake the problem and acceptance criteria reviewable.5 min
  2. Build a release test matrixCover roles, data boundaries, and regression risks.6 min
  3. Prepare a release handoverMake deployment, recovery, and support ownership explicit.5 min
PATH 0722 guides

Workflows and automation

Automate validation, enrichment, and orchestration with Business Process Automation.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. Explore interactive workflow diagramsStep through validation, user-form, and asynchronous flows with editable inputs, highlighted paths, and variable inspection.Guide
  2. Understand IFS Cloud workflowsChoose the right workflow type, timing, and transaction boundary before designing.Guide
  3. Build your first validation workflowCreate a missing-reference validation, inspect both branches, and attach it to a real target operation.Guide
  4. Find and configure the workflow triggerMap projection actions, custom events, and workflow commands to the precise operation and payload.Guide
  5. Work with variables, scripts, and expressionsBuild a variable contract and avoid scope, type, and expression-language mistakes.Guide
  6. Read and update data with IFS API TasksConfigure API operations, record mappings, ETags, collections, and explicit error handling.Guide
  7. Enrich an entity without losing the input contractUse script variables and Process Enrichment registration only where the API returns an entity.Guide
  8. Build user forms and workflow commandsCapture input from the current user and understand command eligibility and transaction boundaries.Guide
  9. Call REST services and map their responsesConfigure external calls, authentication, JSONPath mappings, and persistent side effects.Guide
  10. Control gateways, loops, and cascading workflowsKeep workflow branches, iteration, and nested triggers bounded and predictable.Guide
  11. Operate asynchronous workflowsUnderstand queued execution, version review, retries, errors, and controlled reruns.Guide
  12. Grant workflow access correctlySeparate direct invocation, workflow-authorized activities, and troubleshooting permissions.Guide
  13. Test, observe, and troubleshoot workflowsUse inspection, captured inputs, execution traces, and business-state checks together.Guide
  14. Version, package, and deploy workflowsMove workflow definitions and dependencies together and verify activation, grants, and queued jobs.Guide
  15. Diagnose workflow failures by symptomFollow evidence-based checks for missing triggers, wrong values, permission errors, and failed async executions.Guide
  16. Handle dates, timestamps, and time zonesPreserve the meaning of time across workflow inputs, API tasks, REST calls, and cascades.Guide
  17. Use AI tasks and understand extension boundariesPlan AI invocation, handle its outputs, and recognize when workflow work becomes a code delivery.Guide
  18. Workflow reference and operating checklistFind task responsibilities, deployment constraints, operational checks, and the scope of this guide.Guide
  19. Send email notifications from IFS Cloud workflowsChoose a supported email route and design recipient controls, templates, transaction boundaries, and duplicate-safe delivery for workflow notifications.Guide
  20. Start IFS Cloud workflows through a REST APIDiscover the supported workflow invocation contract, validate caller grants and input types, and handle duplicate starts and uncertain outcomes.Guide
  21. Show external weather information in an IFS workflowDesign a user-invoked weather lookup with location validation, response mapping, units, freshness, and a useful unavailable-data fallback.Guide
  22. Design an AI assistant with IFS Cloud workflowsBuild a review-first workflow assistant with bounded inputs, explicit model selection, source-aware output, and no automatic business decisions.Guide
PATH 0819 guides

Development and modifications

Build maintainable changes with secure methods, reliable SQL, and recoverable upgrades.

Suggested route: Understand the basics → Try a task → Check your result. Explore the subject hub.

  1. IFS client keywords and examplesFind IFS Cloud 26R1 .client keywords, controls, properties, and original step-by-step examples with projection requirements and acceptance checks.Guide
  2. Client file structure, pages, and data bindingBuild a client page and understand client, projection, page, for, using, navigator, group, and selector.Guide
  3. Fields, expressions, and validationUse field, static, required, visible, editable, computedfield, dates, Boolean controls, and specialized input properties.Guide
  4. Lists, layout, cards, and reusable fieldsBind detail lists and arrange groups, tabs, cards, sheets, and reusable fieldsets in a client page.Guide
  5. LOVs, selectors, search context, and unitsBuild a lookup with the correct reference keys, add filtering, and display currency and measure values.Guide
  6. Commands, calls, messages, and navigationUse command, execute, call, into, variable, set, confirm, bulk operations, navigation, and stream transfers.Guide
  7. Dialogs and assistants with explicit input and outputBuild modal input, cancellation, steps, finish commands, and single-step or dynamic assistants.Guide
  8. Charts, badges, progress, and state indicatorsCreate six chart types and status presentations with explicit data and reconciliation checks.Guide
  9. Calendars, Gantt charts, maps, and Kanban boardsBind scheduling and spatial controls, then verify time ranges, relationships, drag behavior, and saved results.Guide
  10. Name and layer an IFS customizationTrace an existing object, choose customer-owned names, preserve inherited behavior, and review the generated result.Guide
  11. Trees, timelines, rich content, and AI controlsUse tree, treediagram, processviewer, timeline, addressfield, images, JSON, signatures, and AI-related UI settings.Guide
  12. Build, test, and troubleshoot a client keyword changeA repeatable procedure for validating client syntax, projection contracts, permissions, bindings, and runtime behavior.Guide
  13. Handle optional component dependenciesDeclare optional dependencies in deployment, models, and PL/SQL, then test installed and absent solution sets.Guide
  14. Design entity row security and timestamp behaviorImplement and test row-level restrictions and explicit timestamp semantics for a new customer entity.Guide
  15. Measure and improve PL/SQL processingReduce repeated work, process bounded batches correctly, and review NOCOPY and business-API tradeoffs with an original fixture.Guide
  16. Tune SQL without changing its resultsCompare nulls, duplicates, joins, top-row selection, functions, and actual execution plans before accepting a SQL optimization.Guide
  17. Secure server methods and dynamic SQLReview caller permissions, bind values, restrict dynamic identifiers, handle input errors, and preserve trustworthy failure signals.Guide
  18. Handle concurrent updates and transaction boundariesUse a two-session locking exercise, reject stale writes, and define atomicity and retry behavior before calling business APIs.Guide
  19. Write rerunnable upgrades and verify schema changesPlan set-based migrations, deliberate defaults and constraints, restart behavior, and matching fresh-install and upgrade schemas.Guide

Put your learning to work

Section titled “Put your learning to work”

Explore the tutorial library to filter lessons, try the practice lab, or work through the handover-reference project.