Saving Documents as Revisions in IFS Cloud

IFS Cloud supports document revisions through its built-in Document Management functionality. In Advanced Forms/FormsPro, this is enabled through IFS Cloud data maps, allowing reports and generated documents to be uploaded as new files or managed as controlled revisions.

Document revisions are configured within the data map using the Attach Report step. Two key settings control how documents are handled:

• Document Format field
• Document Revisions toggle

The existing CreateAndImport method used for IFS Cloud document attachments has been enhanced to respect the value defined in the Document Format field. As a result, report attachments generated follow the same processing logic as documents created directly within the IFS Cloud interface.

When the Document Revisions toggle is turned off, each execution of the data map uploads a new document. These files are automatically suffixed (_1, _2, _3, etc.) in accordance with standard IFS attachment naming conventions.

When the Document Revisions toggle is turned on, revision-aware requests are initiated to IFS Cloud. In this mode, the system creates or updates document revisions rather than generating separate files. This process assumes that:

• The configured IFS Cloud service account has access to the required projections
• A valid Person record is set up in Aurena for that account

During execution, identifiers such as KeyRefs and ObjKeys are dynamically generated and replaced at runtime.

After the Attach Report step completes, the following values used in IFS Cloud are exposed as merge fields for use in subsequent steps:

• Document Number (Doc No)
• Sheet Number (Sheet No)
• Revision Number (Rev No)

This applies to both newly created documents and updated revisions.

At completion, the document (or its new revision) is created in IFS Cloud and automatically attached to the business object specified in the Attach Report step within the Advanced Forms/FormsPro data map.