ConfigurationΒΆ
Configuration refers to the use consultant and power-user friendly designers and tooling to extend the data model, change the user interface, automate processes and much more. Configuration is typically done directly by customers, or someone acting on behalf of the customer.
In IFS Cloud there are several aspects that can be configured. The below table provides a quick overview and relevant links.
Before configuring IFS Cloud, make sure that you have a good understating of the general tailoring guidance as well as configuration management.
| Area | Capability | What you can do with it |
|---|---|---|
| Data model | Entity Configurations | Configure new entities (tables) for storing data, with an optional projection (API). You can then design custom Pages to input and update data in the custom entity. Custom entities can be used on their own just to store anything from basic data to transactions. They can also be used as a "lookup table" for custom attributes added to other entities. |
| Custom Attributes | Configure additional attributes for existing entities. Attributes can be either persisted values of simple data types (strings, numbers etc.), enumerations (including custom enumeration), references to other standard or custom entities, as well as calculated values. | |
| Custom Enumerations | Configure enumerations to be used as lookup values for custom attributes. | |
| Object Connections | Determine which other associated "object services" (e.g. documents, media items) are shown as attachments to normal business objects such as orders, invoices, expenses. | |
| APIs | Projection Configurations | Create a new projection (API) that exposes IFS Cloud data and business logic, or extend an existing projection with additional entity sets and actions. |
| Custom Actions | Add an action that calls existing business logic to either an existing projection (API) or to a new one created with projection configuration. | |
| Query Designer | Design queries that retrieve data from entities, making the result directly viewable inside IFS Cloud as well as accessible as a projection (API). | |
| User Interface | Page Designer | Change the page layout by adding or removing fields, groups, lists and many other UI elements. Update the properties and behavior of UI elements. Add new command that call existing or custom actions. And much more... |
| Navigator Designer | Add, rename and hide nodes to the IFS Cloud navigator. | |
| Lobby Designer | Create and edit lobby pages (at-a-glance dashboards). | |
| Appearance Designer ...for IFS Cloud Mobile |
Change the visual appearance of IFS Cloud with company logotypes, colors, fonts etc. | |
| Automation | Workflow Designer | Automate multi-step processes and flows, with optional user interaction. |
| Custom Events and Actions | Automate actions such as sending e-mail notifications or integration messages when entities are created or updated, or other defined events occur. |
Configuration items can be grouped and managed together using Application Configuration Packages (ACPs).
The configurations relating to the data model and also custom events can be managed from the Custom Objects page, and changes done using the Page Designer can be managed from the Configured Pages Administration page.
There are also some additional tips in the configuration best practices guide.