Using an IFS Cloud Connection Type

How to use an IFS Cloud connection type

The IFS Cloud connection type allows your form application to securely connect to your organization's IFS Cloud environment. This enables real-time interaction with business data such as work orders, assets, customer records, and more—directly within your forms.

An IFS Cloud connection requires a few internal steps before connecting to the form application: set up of an IAM Client (used for integration purposes), a Token URL, access to companies and access to projections. These steps are done "inside" of IFS. Once these are obtained, you receive the client ID and client secret so you can create the connection.

1. From the Configuration menu on the left, select Data Connections.
2. Click (Add Connection) to open the Connection window. 
   
3. Enter a connection name and description for the IFS Cloud connection. This helps you identify the data connection if you connect to more than one database.
4. Select IFS Cloud as the connection type.
5. Enter the endpoint for the authentication server in the Access Token URL field. This is used to exchange the authorization code for an access token.
6. Enter the client identifier that was issued to the client during the application registration process in the Client ID field. 
7. Enter the client secret that was issued to the client during the application registration process in the Client Secret field. It displays encrypted after the initial save. The client secret acts as a password to authenticate the client application to the authorization server.
8. Enter the base URL, which is the root address or starting point for a web request in a URL structure. It serves as the foundation from which all specific endpoints are built.
9. Click Test Connection to ensure your settings are correct. 
10. Click Save when you've completed your changes.