Skip to content

Tutorial library

Find an answer for today’s task, or follow a learning path from the beginning. Browse concept lessons, task guides, and CRIM worked procedures together. Each card shows its content type and review status; system procedures remain unverified unless explicitly labeled otherwise.

92 lessons, guides and procedures

Configurations

Add a configured field and prepare its delivery

Create a persistent custom attribute, place it with Page Designer, test saved values, and move the configuration with an ACP.

Worked procedure · Documentation-based walkthrough draftNot environment verified
Modifications & development

Add a persistent modification field

Trace an entity attribute through a Cust projection and client, with file roles, snippets, generation order, and validation.

Worked procedure · Source-informed tutorial draftNot environment verified
Reports

Add a value to your own operational report

Add a report attribute with a synthetic SQL example, regenerate the schema, bind an RDL layout, and check the delivered PDF.

Worked procedure · Documentation-based walkthrough draftNot environment verified
Integrations

Authenticate and get access

Configure an integration identity, obtain tokens, and diagnose access failures.

Guide · Documentation-based draftNot environment verified
Configurations

Avoid mutating-table errors in IFS event actions

Diagnose ORA-04091 and choose event payloads or supported deferred processing without hiding transaction and rollback problems.

Guide · Documentation-based draftNot environment verified
Testing & delivery

Build a release test matrix

Cover roles, data boundaries, and regression risks.

Concept lesson · 6 min read · BeginnerConcept draft
Workflows

Build user forms and workflow commands

Capture input from the current user and understand command eligibility and transaction boundaries.

Guide · Documentation-based draftNot environment verified
Workflows

Build your first validation workflow

Create a missing-reference validation, inspect both branches, and attach it to a real target operation.

Guide · Documentation-based draftNot environment verified
Modifications & development

Calendars, Gantt charts, maps, and Kanban boards

Bind scheduling and spatial controls, then verify time ranges, relationships, drag behavior, and saved results.

Guide · Documentation-based draftNot environment verified
Essentials

Choose a tailoring approach

Learn to distinguish configuration, extending on the inside, and extending on the outside.

Concept lesson · 6 min read · BeginnerConcept draft
Integrations

Choose an integration approach

Decide between projection APIs, IFS Connect, workflows, and file exchange before you build anything.

Guide · Documentation-based draftNot environment verified
Integrations

Clean up Dataverse integration test data safely

Design a preview-first cleanup flow for Dataverse test batches, with explicit filters, dependency checks, paging, and partial-failure reporting.

Guide · Documentation-based draftNot environment verified
Modifications & development

Client file structure, pages, and data binding

Build a client page and understand client, projection, page, for, using, navigator, group, and selector.

Guide · Documentation-based draftNot environment verified
Modifications & development

Commands, calls, messages, and navigation

Use command, execute, call, into, variable, set, confirm, bulk operations, navigation, and stream transfers.

Guide · Documentation-based draftNot environment verified
Integrations

Connect a projection function to its implementation

Build a reference-normalizing projection function, implement the generated service stub, grant access, and call it through its actual API contract.

Worked procedure · Documentation-based walkthrough draftNot environment verified
Integrations

Connect Power Apps to IFS Cloud APIs

Plan a Power Apps custom connector for IFS Cloud with explicit identity, bounded queries, write validation, and useful error feedback.

Guide · Documentation-based draftNot environment verified
Integrations

Create integration XML with Oracle PL/SQL

Choose SQL/XML or DBMS_XMLDOM for an integration payload and preserve escaping, namespaces, null semantics, and resource cleanup.

Guide · Documentation-based draftNot environment verified
Reports

Define a trustworthy metric

Write a measure that two people can calculate the same way.

Concept lesson · 5 min read · BeginnerConcept draft
Reports

Deliver IFS reports with additional email attachments

Plan report-email attachments by document version, recipient authorization, size, and delivery evidence without relying on legacy filesystem paths.

Guide · Documentation-based draftNot environment verified
Integrations

Design a chatbot that reads IFS Cloud data safely

Connect conversational tools to a narrow IFS API with verified user identity, business-data authorization, bounded actions, and traceable responses.

Guide · Documentation-based draftNot environment verified
Reports

Design a useful lobby

Connect a visual indicator to an action and its underlying data.

Concept lesson · 5 min read · BeginnerConcept draft
Workflows

Design an AI assistant with IFS Cloud workflows

Build a review-first workflow assistant with bounded inputs, explicit model selection, source-aware output, and no automatic business decisions.

Guide · Documentation-based draftNot environment verified
Integrations

Design an IFS integration middleware layer

Choose the responsibilities of an ESB or integration worker, assess legacy WSO2 connectors, and plan deployment, secrets, replay, and recovery.

Guide · Documentation-based draftNot environment verified
Integrations

Design and test Java transformers for IFS Connect

Define deterministic Java transformer contracts for IFS Connect, including encoding, binary payloads, dependencies, and deployment checks.

Guide · Documentation-based draftNot environment verified
Workflows

Diagnose workflow failures by symptom

Follow evidence-based checks for missing triggers, wrong values, permission errors, and failed async executions.

Guide · Documentation-based draftNot environment verified
Reports

Digitally sign IFS report PDFs

Plan report signing in IFS Cloud with certificate ownership, keystore controls, rule scope, and independent PDF signature validation.

Guide · Documentation-based draftNot environment verified
Integrations

Discover an API contract

Find and evaluate the contract before writing a client.

Concept lesson · 6 min read · BeginnerConcept draft
Workflows

Explore interactive workflow diagrams

Step through validation, user-form, and asynchronous flows with editable inputs, highlighted paths, and variable inspection.

Guide · Documentation-based draftNot environment verified
Modifications & development

Fields, expressions, and validation

Use field, static, required, visible, editable, computedfield, dates, Boolean controls, and specialized input properties.

Guide · Documentation-based draftNot environment verified
Workflows

Find and configure the workflow trigger

Map projection actions, custom events, and workflow commands to the precise operation and payload.

Guide · Documentation-based draftNot environment verified
Workflows

Grant workflow access correctly

Separate direct invocation, workflow-authorized activities, and troubleshooting permissions.

Guide · Documentation-based draftNot environment verified
Modifications & development

Handle concurrent updates and transaction boundaries

Use a two-session locking exercise, reject stale writes, and define atomicity and retry behavior before calling business APIs.

Guide · Documentation-based draftNot environment verified
Modifications & development

Handle optional component dependencies

Declare optional dependencies in deployment, models, and PL/SQL, then test installed and absent solution sets.

Guide · Documentation-based draftNot environment verified
Modifications & development

IFS client keywords and examples

Find IFS Cloud 26R1 .client keywords, controls, properties, and original step-by-step examples with projection requirements and acceptance checks.

Guide · Documentation-based draftNot environment verified
Integrations

Import media attachments into IFS Cloud

Design an attachment intake process with explicit business keys, content validation, supported IFS APIs, and duplicate-safe linking.

Guide · Documentation-based draftNot environment verified
Integrations

Integrate IoT sensor readings with IFS Cloud

Turn device telemetry into bounded IFS business events using validation, aggregation, equipment mapping, and duplicate-safe processing.

Guide · Documentation-based draftNot environment verified
Administration

Investigate an access problem

Separate identity, feature access, and record-context questions.

Concept lesson · 5 min read · BeginnerConcept draft
Modifications & development

Lists, layout, cards, and reusable fields

Bind detail lists and arrange groups, tabs, cards, sheets, and reusable fieldsets in a client page.

Guide · Documentation-based draftNot environment verified
Modifications & development

LOVs, selectors, search context, and units

Build a lookup with the correct reference keys, add filtering, and display currency and measure values.

Guide · Documentation-based draftNot environment verified
Modifications & development

Measure and improve PL/SQL processing

Reduce repeated work, process bounded batches correctly, and review NOCOPY and business-API tradeoffs with an original fixture.

Guide · Documentation-based draftNot environment verified
Integrations

Monitor IFS integrations with Azure Monitor

Choose integration health signals, collect redacted telemetry, and build actionable alerts for on-premises and externally hosted IFS integration components.

Guide · Documentation-based draftNot environment verified
Modifications & development

Name and layer an IFS customization

Trace an existing object, choose customer-owned names, preserve inherited behavior, and review the generated result.

Guide · Documentation-based draftNot environment verified
Workflows

Operate asynchronous workflows

Understand queued execution, version review, retries, errors, and controlled reruns.

Guide · Documentation-based draftNot environment verified
Configurations

Plan a configuration package

Group a change with its dependencies and a deployment checklist.

Concept lesson · 6 min read · BeginnerConcept draft
Configurations

Plan a page change

Prepare a clear requirement, expected result, and review checklist before using IFS Page Designer.

Concept lesson · 6 min read · BeginnerConcept draft
Integrations

Plan speech transcription for IFS service notes

Design an Azure Speech intake service that validates audio, handles asynchronous work, and requires review before saving an IFS note.

Guide · Documentation-based draftNot environment verified
Testing & delivery

Prepare a release handover

Make deployment, recovery, and support ownership explicit.

Concept lesson · 5 min read · BeginnerConcept draft
Essentials

Prepare your learning environment

Record the release, access, sample data, and expected outcomes you need before practicing in IFS Cloud.

Concept lesson · 5 min read · BeginnerConcept draft
Integrations

Protect IFS Cloud APIs with Azure API Management

Separate caller authorization from IFS backend authentication, restrict exposed operations, and design token handling for an Azure API gateway.

Guide · Documentation-based draftNot environment verified
Workflows

Read and update data with IFS API Tasks

Configure API operations, record mappings, ETags, collections, and explicit error handling.

Guide · Documentation-based draftNot environment verified
Administration

Read background-job evidence

Build a timeline before deciding whether to retry work.

Concept lesson · 5 min read · BeginnerConcept draft
Administration

Schedule supported database work in IFS Cloud

Plan database tasks and task chains with controlled parameters, overlap prevention, useful run evidence, and a release-aware PL/SQL delivery process.

Guide · Documentation-based draftNot environment verified
Modifications & development

Secure server methods and dynamic SQL

Review caller permissions, bind values, restrict dynamic identifiers, handle input errors, and preserve trustworthy failure signals.

Guide · Documentation-based draftNot environment verified
Workflows

Send email notifications from IFS Cloud workflows

Choose a supported email route and design recipient controls, templates, transaction boundaries, and duplicate-safe delivery for workflow notifications.

Guide · Documentation-based draftNot environment verified
Integrations

Send reliable SMS notifications from IFS events

Design an IFS-to-SMS integration with approved recipients, minimal message content, durable delivery tracking, and duplicate controls.

Guide · Documentation-based draftNot environment verified
Integrations

Shape a small data query

Understand selection, filtering, ordering, and result limits.

Concept lesson · 6 min read · BeginnerConcept draft
Workflows

Start IFS Cloud workflows through a REST API

Discover the supported workflow invocation contract, validate caller grants and input types, and handle duplicate starts and uncertain outcomes.

Guide · Documentation-based draftNot environment verified
Integrations

Test XSLT mappings before deploying to IFS Connect

Build repeatable XML transformation fixtures and check namespaces, missing values, encoding, and processor compatibility before IFS deployment.

Guide · Documentation-based draftNot environment verified
Modifications & development

Trees, timelines, rich content, and AI controls

Use tree, treediagram, processviewer, timeline, addressfield, images, JSON, signatures, and AI-related UI settings.

Guide · Documentation-based draftNot environment verified
Modifications & development

Tune SQL without changing its results

Compare nulls, duplicates, joins, top-row selection, functions, and actual execution plans before accepting a SQL optimization.

Guide · Documentation-based draftNot environment verified
Configurations

Understand custom attributes

Explore stored and derived values before designing a custom attribute for IFS Cloud.

Concept lesson · 6 min read · BeginnerConcept draft
Workflows

Understand IFS Cloud workflows

Choose the right workflow type, timing, and transaction boundary before designing.

Guide · Documentation-based draftNot environment verified
Administration

Understand permission sets

Translate a job responsibility into an access matrix.

Concept lesson · 6 min read · BeginnerConcept draft
Essentials

Understand the IFS Cloud landscape

A first look at the platform, customer solution, and interfaces, with a simple mapping exercise.

Concept lesson · 5 min read · BeginnerConcept draft
Reports

Use Oracle SQL functions in IFS reporting queries

Choose CASE, joins, or local PL/SQL functions for reporting calculations while preserving null semantics, tool compatibility, and explainable results.

Guide · Documentation-based draftNot environment verified
Configurations

Validate a page change

Write checks for both intended behavior and unintended effects.

Concept lesson · 5 min read · BeginnerConcept draft
Workflows

Version, package, and deploy workflows

Move workflow definitions and dependencies together and verify activation, grants, and queued jobs.

Guide · Documentation-based draftNot environment verified
Testing & delivery

Write a change brief

Make the problem and acceptance criteria reviewable.

Concept lesson · 5 min read · BeginnerConcept draft
Integrations

Write data and handle validation errors

Create/update records, invoke business actions, handle ETags, and interpret validation errors.

Guide · Documentation-based draftNot environment verified
Modifications & development

Write rerunnable upgrades and verify schema changes

Plan set-based migrations, deliberate defaults and constraints, restart behavior, and matching fresh-install and upgrade schemas.

Guide · Documentation-based draftNot environment verified