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Recently Updated Guides

Some of the recently updated How-to Guides.

Overriding the default manifest

How-to Guide
  • The UX Framework in the Fluent platform automatically checks for configured manifests in Account settings. If none exist, the Fluent web app defaults to loading using baseline manifests within the platform, ensuring a seamless and standardized user experience.
  • To customize the main web app manifest or specific fragments, users should follow the naming convention, with the setting name for the main web app manifest file.
  • It is recommended to override the main manifest only when adding or removing fragments; otherwise, users can efficiently modify specific fragments by overriding them individually.

Configuring Fluent Analytics Studio Dashboard Filters

How-to Guide
  • Dashboard filters are configured through Analytics Dashboard Component settings.
  • Filters can be applied to an entire dashboard or individual metric tiles.
  • Hidden filters are applied automatically and are not visible or editable by end users.
  • Filter keys must match filters already defined within the dashboard configuration.
  • Available dashboard filters and supported filter keys are documented in the dashboard configuration examples included in this guide.

Configuring Fluent Analytics Studio

How-to Guide
  • Fluent Analytics must be enabled for the account before Analytics Studio can be configured.
  • User access is controlled through Fluent Platform permissions.
  • Analytics Studio dashboards are displayed using the Analytics Dashboard Component.
  • Dashboard behavior is configured through the settings.
  • Hidden filters can be used to apply business-specific reporting logic without exposing filters to end users.

Exploring Data Behind Metrics in Analytics Studio

How-to Guide
  • You can investigate the data behind dashboard metrics by opening the Explore view
  • Clicking a metric value opens the Explore view, where you can review the records contributing to the metric
  • The Explore view helps identify patterns and root causes
  • Access to Analytics Studio and dashboards depends on your assigned roles and permissions

Setting Up Alerts in Analytics Studio

How-to Guide
  • Alerts can be configured for dashboard metrics that support alert conditions
  • Metrics that support alerts display the Alerts icon on the tile. If the icon is not visible, alerts are not available for that metric
  • Alerts are evaluated automatically and trigger notifications when the configured condition is met
  • Notification recipients, frequency, and evaluation time can be configured
  • Alerts help monitor important metrics without manually reviewing dashboards

Exporting Data from Analytics Studio

How-to Guide
  • Data can be exported from both dashboards and detailed views
  • Available export formats depend on the selected export location
  • Dashboard exports support PDF and CSV formats
  • Detailed record exports support the following formats: Excel, CSV, TXT, JSON, HTML, Markdown, and PNG
  • Large exports may take longer to generate, especially when exporting all available results

Configure the Application Switcher

How-to Guide
  • The Application Switcher is displayed in the Fluent application header and allows users to switch between available Fluent applications
  • The Switcher is displayed only when users can access more than one application. If only a single application is available, it is hidden
  • Application visibility is configured through the `fc.mystique.apps` setting, which defines the applications available in the Application Switcher and the conditions under which they are shown
  • Application visibility is evaluated independently for each configured application
  • Role and context-level filters may be combined. To grant users access to an application, assign the required permissions through roles.
  • The `fc.mystique.apps` setting controls visibility only and does not grant permissions
  • Application labels reference translation keys. A corresponding translation entry should exist for each configured label, so application names are displayed correctly in the UI. If no translation entry exists, the key string is displayed in place of the application name

Scheduling Reports in Analytics Studio

How-to Guide
  • Scheduled reports automatically deliver dashboard data to stakeholders by email
  • Reports can be delivered on a recurring schedule based on business requirements
  • Scheduled reports use the dashboard filters configured when the schedule is created
  • Existing schedules can be edited, duplicated, deleted, or sent immediately

Setting Up Fluent Sandbox with Claude Code

How-to Guide
  • This guide helps SI partners and customer developer set up a Fluent OMS sandbox using Claude Code in Terminal mode. 
  • You’ll install the reference modules (Core, Fulfillment, Order, Inventory) and load B2C sample data with Claude Code as an AI development partner.
  • Claude Code will read local Fluent docs and propose CLI commands. You approve each phase before anything runs. 
  • Total human effort is ~45 minutes, plus a required 10-minute catalogue cache wait during sample data install. 

Getting Started with Reference Sourcing Criteria

How-to Guide
  • Understand the Ranking Mechanism: Sourcing Criteria score (or exclude) candidate Locations to drive ranking and tie-breaking
  • Sequence Matters: Criteria are evaluated top-to-bottom; the first Criterion decides the primary order, the next acts as a tie-breaker
  • Normalize Ratings: Most Criteria return raw numeric ratings that the framework normalizes across Locations to ensure consistent comparisons
  • Use Exclusion Carefully: Some Criteria return a negative score (-1) to exclude Locations; apply these early in the stack for predictable outcomes
  • Know When to Extend: The reference library covers common distance, inventory availability, and priority logic; develop a custom Criterion for domain-specific logic

Integration Tests with the Connect SDK

How-to Guide
  • End-to-End Test Orchestration: You will learn how to wire, configure, and execute automated integration tests using specialized Connect SDK test modules (`connect-sdk-test-core`, `connect-sdk-test-core-aws`, and `connect-sdk-test-core-kafka`) to validate custom data handlers against simulated API footprints and containerized queue systems.
  • Execution Command Restrictions: Standard unit test triggers like `mvn test` will completely ignore these integration suites. You must invoke the pipeline using `mvn clean integration-test` and explicitly declare or preset the targeted active Spring profiles (such as `aws,localstack` or `kafka`) to instantiate the proper environment dependencies and messaging beans.
  • Isolated Bootstrapping Requirements: When building integration tests inside a decoupled code module that lacks a primary application runner, you must manually deploy an executable bootstrap class annotated with `@SpringBootApplication` and `@EnableScheduling` inside your `src/test/java` directory. Additionally, you must place three mandatory configuration manifests (`application.yml`, `application-connector.yml`, and `bootstrap.yml`) into the `src/test/resources` folder.
  • Automated Environment Isolation: The test suite leverages `Testcontainers` and `WireMock` to manage external asset lifecycles dynamically. Activating specific environment flags like `localstack` inside the configuration settings instructs the SDK to auto-provision localized mock instances of cloud services (including Amazon SQS queues, Amazon S3 buckets, and secrets vaults), eliminating the need to manage external persistent test infrastructure.

Set up a new Account with Reference Modules and B2C Sample Data

How-to Guide
  • Create a profile
  • Create a retailer
  • Install the Fluent Reference Modules
  • Install B2C Sample Data modules
  • Validate the Account set up

Enable sorting for the Print Button

How-to Guide
  • Configure sorting for any Print Button using the sort property and a matching setting
  • Use arrayPath to define which array should be sorted
  • Use one or more sorting rules to define sorting priority
  • If sorting is not configured, the Print Button behavior remains unchanged

Configure Location Switching and Default Location in Fluent Store

How-to Guide
  • Location switching requires both manifest configuration and user context assignment.
  • The switcher is visible only to users with multiple assigned location contexts.
  • Devices can automatically open Fluent Store in a predefined location using a URL parameter.
  • URL-based configuration does not override role-based access permissions.

Configure Retailer Switching and Default Retailer in Fluent OMS

How-to Guide
  • Retailer switching requires both manifest configuration and retailer context assignment to the user.
  • The switcher is visible only to users with multiple assigned retailer contexts.
  • Devices can automatically open Fluent OMS in a predefined retailer using a URL parameter.
  • URL-based configuration does not override role-based access permissions.

Submit Inventory Batches With Attributes

How-to Guide
  • Create inventory batches using the Job API 
  • Sample inventory batch request 
  • Inventory batch processing details

Configure Bulk Threshold Controls to manage Inventory and Virtual Positions Statuses

How-to Guide
  • Use Bulk Threshold Controls to manage Out of Stock and At Risk Statuses for Inventory and Virtual Positions
  • Create Control Groups for Inventory and/or Virtual Catalogs to respectively apply Bulk Threshold Controls
  • Configure Bulk Threshold Controls with:
    • Context
    • Threshold
    • Status
    • and Execution Order

Troubleshooting the Fluent CLI

How-to Guide
  • This section will detail a few common issues and troubleshooting options for Fluent CLI.

Create Custom Sourcing Criterion

How-to Guide
  • Outcome: You’ll extend the Responsive Sourcing Framework with a Custom Criterion and apply it in real Strategies
  • Minimal essentials: Implement the Criterion → register it → expose it in the Setting (auto-generate or manual) → verify behavior
  • Application: Influence Location ranking (exclusion) with domain-specific scoring that fits your business

Create Custom Sourcing Condition

How-to Guide
  • Outcome: After completing this guide, you will know how to extend the Responsive Sourcing Framework with a Custom Condition and apply it in real Strategies
  • Minimal essentials: The process has four parts - implement the Condition, register it, expose it in the Setting, and verify behavior
  • Application: You will be able to influence sourcing decisions with your own logic, tailored to specific business contexts

Manage Locations via UI

How-to Guide
  • Create new Locations directly from the UI without API calls.
  • Edit existing Location details from the Location Details page.
  • Only users with permissions ,LOCATION_VIEW, LOCATION_CREATE, and LOCATION_EDIT can manage Locations.

Configuring and Extending Fluent UI Using Fluent Builder MCP Server

How-to Guide
  • Component implementation can be difficult, as it requires coding knowledge 
  • Learn how to customize, add and create a new UI component using AI accelerated tooling

Customizing Create/Edit Location Drawer via Manifest

How-to Guide
  • Location Types are configurable via manifest.
  • Field order in the drawer can be changed using `sortPrefix`.

Request a Fluent Commerce Training Account

How-to Guide
  • Training accounts are primarily used to gain hands-on experience by completing labs in Knowledge Tracks
  • Explore the Learning Pathways so you know which account type to request (technical or functional)
  • Technical accounts only apply to the Setup and Configuration Labs
  • You’ll receive your credentials within 2 business days. If you haven’t received them by then, please email us at docs@fluentcommerce.com
  • Take note of the different account credentials provided in the configuration JSON file 

Switch Store Locations in Fluent Store

How-to Guide
  • Switch between locations directly from the top navigation bar.
  • Only locations assigned to your user role are available.
  • Your active location determines which data and actions are visible.
  • If your device is configured with a predefined location, it may be applied automatically when you log in.

Configure Relative Date Filtering and Default Timeframes

How-to Guide
  • Relative date filtering enables dynamic time-based presets (e.g., last hour, last 24 hours, last 7 days).
  • Relative timeframes are calculated at runtime using templates.
  • This capability can be applied wherever date-based filters are supported.

Switch Retailers

How-to Guide
  • You can switch between retailers directly in Fluent OMS without logging out.
  • Only retailers you are authorized to access are available in the switcher.
  • Your active retailer controls which data and actions are shown in the application.
  • In setups where devices use dedicated retailer URLs, the retailer may be applied automatically on load.

Getting started with the Fluent Builder MCP server

How-to Guide
  • Generate GraphQL queries using natural language
  • Discover and reuse existing Fluent Commerce rules
  • Create atomic rules with validation on recommended practices
  • Validate and manage Fluent Commerce workflows
  • Get instant answers about platform capabilities

Deploy and Run your Rules SDK project

How-to Guide
  • A step-by-step guide to deploy your custom Rules Plugin and run the project.
  • A fully setup and functioning Fluent Account is required.
  • An API User with the `DEVELOPER` role (Note: If using a Training Account, the Account Admin already has this role applied)

Create an empty Workflow

How-to Guide
  • A new Workflow creation requires the correct permissions for the user, and a valid workflow JSON file (schema, `entityType` and statuses/rulesets).

Generate GraphQL queries using the Builder MCP Server

How-to Guide
  • Use natural language to create the GraphQL query you need
  • Quick creation of queries - without having to research the schema and manually build out the query
  • Reduce hallucinations

Getting Started with the Fluent CLI

How-to Guide
  • Log in as an Admin and confirm you have permission to install software.
  • Install `Node.js` LTS (`>=20.0.0 <23.0.0`) and `npm` (`>=10.5.0`), then verify both are on your path. 
  • Install the Fluent CLI globally
    `npm install -g https://downloads.fluentcommerce.com/v1.0.0/fluent-cli/release/latest`
  • Confirm installation with `fluent --version and explore commands with fluent --help`.

Configuring the Fluent Analytics Dashboards: A Step-by-Step Guide

How-to Guide
  • The Fluent Analytics dashboards deliver real-time visibility across orders, inventory, fulfillments, and returns domains. Embedded dashboards and metric tiles can be surfaced contextually in Fluent Web Apps to provide insight where business decisions are made.
  • To configure its full functionality, you need to create multiple settings that define default filter values, as well as Analytic Queries linked to the corresponding metric tiles.
  • This guide will walk you through the configuration steps using examples from a reference solution. Note that the parameters, such as the statuses of these examples, may differ from your specific implementation requirements.

Analytics: Filtering Analytics Queries by Status

How-to Guide
  • Purpose: Filter analytics queries by status to include or exclude specific entities from metric calculations
  • Domain-based parameters: Each metric uses a specific domain filter (`order.status` , `fulfilment.status`, `inventory_quantity.status`)
  • Include syntax: List statuses to count only those: `["BOOKED", "COMPLETED"]`
  • Exclude syntax: Prefix with `-` to exclude: `["-ESCALATED", "-REJECTED"]`
  • Don't mix: Use either inclusion OR exclusion, not both (creates confusion and redundancy)
  • Overrides defaults: Adding a status filter replaces any built-in status logic in the metric
  • Conditional filters: Use `.conditional_status` to filter only part of a calculation (e.g., numerator or denominator only)

Renew SSO (SAML External IDP) Certificate in Ping

How-to Guide
  • This guide explains how to renew Fluent SSO in Ping using a new certificate from your external SAML IDP
  • The activity is performed by the Ping admin user set up by Fluent
  • A new certificate from your external IDP provider is required
  • The update takes only a few minutes to complete
  • No downtime is required

Configuring Profiles and Sourcing Strategies: A Step-by-Step Guide

How-to Guide
  • The Sourcing Profiles interface delivers a clear and user-friendly experience, enabling business users to configure and manage sourcing strategies with ease. 
  • Full functionality requires several settings that define default values. 
  • This guide outlines the configuration steps with examples from a reference solution.

Complex Filter Configuration: Tips and Techniques

How-to Guide
  • This guide offers step-by-step instructions for setting up and customizing the Complex Filter component to achieve precise and efficient data filtering.
  • Learn how to set up data sources, use GraphQL queries, and display results easily with card components like Standard Card and Product Card.
  • Discover how to customize fields by changing their types, adjusting the field order, and removing unnecessary ones to make the filter simple and effective for your needs.

Using Predefined Values in Order Tag Filters

How-to Guide
  • The `tag1`, `tag2`, and `tag3` filters allow users to filter orders based on an exact match of the entered value.
  • These filters can be configured to use predefined values instead of a text input field that is available out of the box, enhancing usability and consistency.

Configure displaying of Shipment section in Order Item Details drawer

How-to Guide
  • The Shipment clock section in Order item Details is not shown by default. This functionality can be turned on via a setting.  

Setup and Configuration Labs: Creating and Loading Data

How-to Guide
  • Learn how to create a variety of entities via Postman

Setup and Configuration Lab: Postman Setup

How-to Guide
  • Learn how to get started with Postman
  • Gain insight into the structure of a Postman Collection

Add Existing Retailer to Fluent CLI Profile

How-to Guide
  • This page shows you how to add an existing retailer to a Fluent CLI Profile

Rename Order Tag Filters to Business-Friendly Labels

How-to Guide
  • Order tags (tag1, tag2, tag3) use technical names that do not reflect their real business meaning.
  • This causes user confusion and inconsistent filtering, as teams must remember internal mappings (e.g., “tag1 = Brand”).
  • Misaligned labels slow down workflows and increase the risk of errors.
  • The `filter.overrides` option in `fc.list` allows renaming tags per screen.
  • Translation keys allow consistent system-wide renaming when the same label is needed everywhere.
  • These options help align the UI with business terminology and improve filtering usability.

Environment Setup

How-to Guide
  • Local Developer Setup
  • Fluent Platform Sandbox
  • Fluent Platform Production

Raise a Support Request for Reference Modules

How-to Guide
  • Before raising a ticket, review the reference module setup and configuration guides, Use the Event API to validate the workflow process executed, including source Event, Rulesets, and Rules, and Check all Settings, Users, Roles, Auth Tokens, etc. before raising an issue.
  • Support is provided for reference modules, which are Core, Order, Fulfilment, and Inventory.
  • Raise a Support Request for Reference Modules with a Fluent Retail Support (FRS) ticket.

Bootstrap an account using the Fluent CLI

How-to Guide
  • Create a profile
  • Create a retailer
  • Configure and Install the Fluent Reference Modules
  • Configure and Install the Extension Data module
  • Validate the Account setup

Configure session timeout for SSO users with external IDPs (Okta)

How-to Guide
  • Configure Fluent OMS session timeout for SSO users with external IDPs (Okta)

Configure session timeout for SSO users without external IDPs

How-to Guide
  • Session timeout for Fluent OMS can be configured for SSO users without external IDPs via Ping Identity.
  • In order to configure the timeout, you would need to configure Access token time to live and the authentication policy on Ping Identity.

Configure Okta connection via SAML

How-to Guide
  • Register application with Okta
  • Add the identity provider in PingOne
  • Add Metadata URL
  • Continue IDP Configuration
  • Do not forget

SSO - Multi-Factor Authentication (MFA) Configuration

How-to Guide
  • In order to enable MFA, you need to log into pingOne to make sure that MFA is enabled for Fluent App and for the logged user.
  • You would then need to log in the system via Fluent’s self service link.
  • Once this has been completed, a new authentication method needs to be added on Ping Identity.

SSO Enablement Process

How-to Guide
  • In order to configure the SSO, you would need to first sign the DPA, define the number of required SSO users, and raise a support ticket.
  • Second step is to configure your company IDP in Ping Identity.
  • Third step is to test to test to make sure that the user can log in.

SSO Configuration for Vendor Access

How-to Guide
  • Enables single sign-on access to Fluent OMS for multiple organizations.
  • PingOne automatically routes users to the correct IdP by email domain.
  • Requires connecting all relevant IdPs (e.g., Google Workspace, Azure AD).
  • Uses an Authentication Policy in PingOne to define domain-based rules.
  • Each user is linked to an Authoritative IdP that manages authentication.
  • Provides a unified, secure, and streamlined login experience for all users.

Configuring Appeasement

How-to Guide
  • User action capability is used to create a Refund against an Order. Order workflow should be extended to have a rule to capture appeasement requests and then process them by looking up the billing account of that customer and creating a credit memo of that refund amount. 
  • It is possible to configure Appeasement functionality via UI and via Postman.

Configuring Change Address

How-to Guide
  • User action capability is used to update the Delivery Info of an Order.

Configuring Order Revision

How-to Guide
  • Order Revision implementation can be done either from the UI or via Postman.
  • This implementation requires workflow changes and adding a few specific settings. The detailed process is covered in this article.

Admin Interface: Profile Activation Process

How-to Guide
  • Profiles in Draft and Inactive states can be promoted to Active.
  • Activation makes the currently active version, Inactive..
  • The system always maintains one active profile version at a time.
  • A confirmation modal ensures activation was intentional.

Managing Strategy Status in Admin Interface: Activate, Deactivate, Remove

How-to Guide
  • Strategies can be managed independently within a profile.
  • Actions include activating, deactivating, and removing strategies.
  • Changes create a new draft version of the profile.

Admin Interface: Configuring Conditions and Criteria

How-to Guide
  • Conditions (IF): Define when a strategy applies by setting order attributes such as order type, customer tier, or delivery date.
  • Criteria (THEN): Define what happens when conditions are met, such as which network to use or how to split orders.
  • Multiple conditions and criteria can be added, configured, or removed within a strategy.
  • Conditions are order-independent, while criteria are executed in sequence and can be reordered by drag-and-drop.
  • Adding, editing, or deleting conditions and criteria always creates a new draft version of the profile.
  • Applies to both primary and fallback strategies.

Admin Interface: Creating and Editing Strategies

How-to Guide
  • Strategies control how orders are sourced within a profile.
  • They can be primary or fallback, executed in priority order.
  • Strategies inherit defaults from the profile unless explicitly set.
  • Conditions (IF) and criteria (THEN) define when and how sourcing logic applies.
  • Creating or editing a strategy always creates a new draft version of the profile.

Configure Multi-Customer-Tier Sourcing Logic

How-to Guide
  • Use the Responsive Sourcing Framework to tailor sourcing by Customer tier, Order value, and campaign windows
  • Use the `createSourcingProfile` mutation to create new versions of Sourcing Profiles, which are immutable
  • Activate relevant Sourcing Profiles versions with the `activateSourcingProfile` mutation
  • Reference Sourcing Profiles within the corresponding Workflows

Configure Multi-Country Sourcing Logic

How-to Guide
  • Use the Responsive Sourcing Framework to implement sourcing logic that prioritize country-level constraints
  • Use the `createSourcingProfile` mutation to create new versions of Sourcing Profiles, which are immutable
  • Activate relevant Sourcing Profiles versions with the `activateSourcingProfile` mutation
  • Reference Sourcing Profiles within the corresponding Workflows

Configure Multi-Region Sourcing Logic

How-to Guide
  • Use the Responsive Sourcing Framework building blocks to manage your sourcing logic
  • Use the `createSourcingProfile` mutation to create new versions of Sourcing Profiles, which are immutable
  • Activate relevant Sourcing Profiles versions with the `activateSourcingProfile` mutation
  • Reference Sourcing Profiles within the corresponding Workflows

Getting Started with Reference Sourcing Conditions

How-to Guide
  • Master the Core Mechanism: Path Conditions extract values from the Sourcing Context, apply an operator, and evaluate them against configured value. Readers will understand how these checks return true/false outcomes that drive sourcing decisions
  • Handle Arrays with Care: Always define a `conditionScope` (ALL, ANY, NONE) when targeting collections. This ensures predictable results and prevents evaluation errors
  • Validate Parameters Rigorously: Use correct paths, operators, and value types. Misconfigured operators, unresolved paths, or type mismatches are the most common causes of Condition failures
  • Know When to Customize: Path Conditions cover most scenarios, but complex multi-field or non-standard requirements may call for registering a custom Condition type

Managing Profiles in the Admin Interface

How-to Guide
  • Profiles are created via API but maintained in the Admin UI
  • Editing a profile always creates a new draft version
  • Each change requires confirmation and may include a comment for audit tracking

Sign up for the Fluent Commerce Builders Portal

How-to Guide
  • It takes up to 2 business days to provision your account.
  • The Fluent Commerce Builder Account enables you to access the Fluent Builders Portal, where you can complete Assessments and Certifications.
  • The portal allows you to subscribe to email notifications every time a new release is published and start discussions around a new release.

Enable Return Order with Exchange in Fluent OMS

How-to Guide
  • Eligibility & Conditions – Clearly define the conditions under which an item can be exchanged, such as time limits, product conditions, and receipt requirements.
  • Exchange Process – Outline the step-by-step process, including how customers initiate an exchange, return shipping details, and replacement timelines.
  • Inventory & Availability – Ensure the desired replacement item is in stock and provide alternatives if it's unavailable.
  • Refund vs. Exchange Policy – Specify whether price differences will be refunded or charged.
  • Customer Communication – Keep customers informed at every stage with order tracking, confirmation emails, and support availability.

Convert workflow statuses list to CSV Excel table format

How-to Guide
  • A step-by-step guide how to convert workflow statuses list into CSV / Excel table format

Adding a State to your Workflow with User Action

How-to Guide
  • It’s possible to add a new state to an existing workflow by adding a new status to the `Statuses array` of the workflow JSON.
  • Create a simple User Action to allow the user to change the status.

Adding a User Action to your Workflow

How-to Guide
  • User actions allow to manually trigger specific events in the Workflow.
  • User Actions can be added, changed, or removed.
  • User actions can be added via UI or via the Workflow JSON.

Adding or modifying Categories in a Workflow

How-to Guide
  •  A category represents a lifecycle phase in the WorKFlow,  it appears as a vertical column in the WF UI.
  • Within each lifecycle, we can have one or multiple statuses.

Adding a Setting to a Workflow

How-to Guide
  • It’s possible to add settings to a workflow via Json in order to improve the performance and the functionality of the workflow.

Adding an Entity to your Workflow

How-to Guide
  • It’s possible to add a new entity to an existing Workflow by modifying the original Workflow. In order to do so, a “CREATED” status and a CREATE Ruleset need to be added for the new entity.
  • This is not feasible via “ADD RULESET".

Committing a change to a Workflow

How-to Guide
  • It’s possible to commit a Workflow change via the UI as long as the user has the right permissions.

Adding a Ruleset to your Workflow

How-to Guide
  • The Ruleset, defining the executed actions for matching events, can be added through the UI using either an existing Ruleset list or the Entity Workflow Swimlane.
  • Green icons in the Status rectangles represent Rulesets triggered on that State, while those outside a status transition the entity to the indicated state.
  • Adding a Ruleset via JSON requires inclusion in the Workflow JSON's Rulesets Array, following a schema with mandatory elements like name, rules, and triggers, and optional elements like description, type, subtype, eventType, and userActions.

Adding a Rule to your Workflow

How-to Guide
  • Working with Rules
  • Adding a Rule via the UI
  • Adding a Rule via the Workflow JSON

Cash on Delivery workflow action

How-to Guide
  • Understanding the Market: Recognizing the importance of Cash on Delivery (CoD) in markets like India, where it is a preferred payment method.
  • Global Adaptability: The workflow's design serves a global audience, providing a template that can be customised for regions where upfront payment is not the norm.
  • Seamless Integration: Ensuring the CoD process is smoothly incorporated into the existing order journey to enhance customer experience.
  • Operational Efficiency: Streamlining the CoD transaction to ensure quick and secure payment collection at the point of delivery.

Module Recipe - How to create an Extension Data Module

How-to Guide
  • Describe the steps to create a new Data Module
  • Use B2C Sample data for reference
  • Build and Install the Extension Data Module

Rules SDK - Debugging Rules

How-to Guide
  • the best approaches to debugging your custom rules and plugins
  • Debugging locally in your IDE can be done as per standard Java practice while running rules in Unit Tests or with the TestExecutor.
  • Debugging on Sandbox - The primary mechanism for debugging on a deployed environment is by activity tracking or Orchestration Audit Events. You can easily query these for any context via the Event API, or the Admin Console.

Setup your Development Environment for Rules SDK

How-to Guide
  • Step-by-step guide to setup Rule SDK in your local Environment. 

Create a new Rules SDK Plugin Project

How-to Guide
  • A step-by-step guide to creating Rule SDK Plugin Project.
  • The Rules SDK comes with a Maven Archetype for generating a new Rules Plugin Project, and a handy script file to run the project generation steps.
  • A fully setup and functioning Fluent Account is required as of this activity.

Install Fluent Modules into your sandbox

How-to Guide
  • step-by-step guide on how to install modules into your OMS sandbox

Configure a Master Retailer Inventory Catalog notifying Sub-Retailer(s) Virtual Catalog(s)

How-to Guide
  • Create your Master-Retailer Inventory Catalog
  • Create your Sub-Retailer(s) Virtual Catalog(s)
  • Configure your Inventory Catalog Workflow for Cross-Retailer events sending

Implementing Locker Collection

How-to Guide
  • A simple way to illustrate how to enable the locker collection option in the Click & Collect workflow
  • Illustrates a way to expose the locker information to the order sales channel via the Fulfilment Options workflow
  • Access to the lockers is assumed via the carrier company delivering to the locker location (i.e. there is no hardware integration)

Enable Store Associates to select Fulfilments to add to Waves

How-to Guide
  • This guide explains how to enable Store Associates to select Fulfillments to add to a Wave in Fluent Store. 
  • Once this capability is enabled in Fluent Store, Store Associates can filter and select Fulfilments (including by custom attributes) to be added to a new Wave.
  • This guide will require knowledge of how to configure your manifest and workflow. If you wish to extend this functionality even further, you'll need to be able to compose rules.

Adding a Trigger to a Ruleset

How-to Guide
  • A Trigger defines when a User Action is applicable to the given entity.  
  • A trigger can be added via UI or via JSON. If there’s not trigger status for a ruleset, then all statuses are considered as trigger.

Configure UI for Mixed Baskets

How-to Guide
  • Mixed basket functionality is not covered in Fluent's base default pre-configurations. 
  • In order to enable mixed basket functionality on the UI, you would need to modify the manifest and add a few settings. The process is explained in detail in this article. 

OMS Web App: Search order by ID using the fc.filterPanel

How-to Guide
  • This use case is for users who want to look up orders using the order ID.
  • Typically, the graphQL query orderById is used to look up an order by ID. However, it can only look up one order at a time without a wildcard search.
  • This article provides an alternative approach that allows users to search for orders by ID or even with a wildcard. 
  • This approach utilises the new UI component fc.filterPanel, which does not require custom rules.
  • An alternative way to achieve the outcome is to use `order.ref2`. Click here for the how-to guide.

Enable Chinese Language in OMS webapps

How-to Guide
  • This document describes how to enable the Chinese language in Fluent OMS webapps.  
  • There are 2 Chinese Languages in writing:  Traditional and Simplified.  The Simplified Chinese are mainly used in Mainland China and Traditional Chinese are typically used in Taiwan, Hong Kong and Macau.

Add Comment Workflow Template Overview

How-to Guide
  • Configuration

Updating a Workflow

How-to Guide
  • A Workflow can be updated as long as the user has the right permissions.
  • A Workflow can be updated via the IMPORT/EXPORT button or via API.

Install starter pack into your sandbox

How-to Guide
  • Steps on how to install the starter pack into your OMS sandbox

Install Reference Modules using Plugin and Workflow APIs

How-to Guide
  • Reference Modules: There are four reference modules: Core, Order, Fulfilment, and Inventory
  • Version: Always download and install the latest version of the module
  • Extraction: Unzip the downloaded file using system-appropriate software
  • Verification: Ensure the extracted folder follows the naming pattern fc-module-<domain>-<pluginVersion>
  • Assets Folder: Confirm the extracted folder contains the "assets" folder, which includes "rules" and "workflows" subfolders
  • Jar File: Within the "rules" folder, locate the jar file named fc-plugin-<domain>-<pluginVersion>. Keep track of the domain and version numbers
  • Workflows: In the "workflows" folder, ensure default workflows with placeholders are appropriately customized for your account

Enable Store Associates to assign Items to Parcels

How-to Guide
  • This guide is intended for implementers who are enabling the capability for Store Associates to assign items to parcels.
  • The guide outlines the steps to configure the assign items to parcels capability, including updating the necessary modules, workflows, settings, and user permissions to ensure smooth implementation in the Fluent Store.
  • Before proceeding with this guide, it is recommended that you are familiar with the following concepts: Adding a Workflow to your Retailer via API, How to Override the default manifest, How to Display Colored Dots, Configure Printable Order Labels, and Create a custom Printable Pack Slips. 

Restrict a store user to login into OMS webapps

How-to Guide
  • In the default reference mystique manifest, a store user can log in to OMS web apps, and sometimes, the user can see other location data within the OMS web apps.  
  • One way to solve this issue is to introduce the “`role`” in the `fc.mystique.manifest.oms` context.

Displaying order attributes byName in Fluent Store in PACK screen

How-to Guide
  • step by step to teach you how to add order attribute values into the PACK screen in STORE APP
  • the byName function will allow OMS to display the specific attribute value on the UI.

Enable Fluent Store on your Existing Account

How-to Guide
  • Verify Compatibility: Ensure your existing account meets all prerequisites for enabling Fluent Store.
  • Follow Step-by-Step Guide: Adhere to the provided instructions to enable Fluent Store on your account seamlessly.
  • Utilize Support Resources: Refer to the official documentation and support channels for any issues or queries.

setting up Article barcode scanning in Webapps STORE

How-to Guide
  • Step by step to demonstrate how to add dc.scanner.barcode component into the Customer Collections page.  A full reference can be found here

Enable Fluent Store Multi-Parcel

How-to Guide
  • A practical hands on guide to enable Multi-Parcel in your account. It is recommended to be used alongside the Multi-Parcel field document.
  • Articles are now called Parcels.
  • This guide is aimed at technical implementors who are looking to enable In-Store Associates to capture multiple parcels per fulfilment.
  • Step-by-step setup multi parcel feature in Fluent Store.

Add Order List Page into Fluent Store

How-to Guide
  • Guide for a user to add an order list page into Fluent Store.

Displaying fulfilment line item details in Fluent Store's PACK screen

How-to Guide
  • Step by step to demonstrate how to add fulfilment line details into the PACK screen.
  • This is a configuration change only. Hence,  no custom component is required.

Enable Fluent Store Multi-Parcel

How-to Guide
  • This document serves as a practical hands-on guide to enable Multi-Parcel in your account. 
  • It is recommended to be used alongside the Multi-Parcel field document.

Image capture of Returned Goods during Return

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can take a photo of the returning item and attach it as part of the returnOrder entity.
  • The source code will not be provided in this article.

Build a Webhooks Monitoring Dashboard

How-to Guide
  • For Frontend Configurators (JSON) of the Fluent OMX UX Framework with access to a small custom component
  • Enable a visual Webhooks Monitoring Dashboard in the Fluent OMS (or any other Fluent web app)
  • How to add a new page to the Insights section
  • How to query the Event API for Webhook Audit Events
  • How to use the `devrel.provider.rest` component to display information from the Fluent REST APIs using standard the standard UX Component Library
  • Access specific attributes by name (even when they contain spaces!)
  • How to conditionally color code a specific table column
  • How to display a details drawer from a list
  • How to display contextual Webhook information on the Order Details screen

OMS Web App: Search order by ID using the Rules SDK

How-to Guide
  • This is the use case where users can look up OMS orders using order ID.
  • Typically, the `orderById` GraphQL query is used to look up an order by ID. However, only one order can be searched at a time, and there is no wildcard search.
  • This article provides an alternative approach that allows users to search for orders by ID or even with a wildcard, leveraging the new `ref2` field on the order entity included in the Enhanced Order Lookup and Tagging Capabilities release.

Fluent OMS WebApp UI: Getting Orders by Product Status

How-to Guide
  • A simple guide to add product status as part of the order search filter.
  • This feature will utilize OOTB components, so it does not require any custom components.

Create a Simple List Page in OMS Webapp

How-to Guide
  • A simple guide to creating an OMS webapp page from scratch

Subscribing to Release Note Updates via Email

How-to Guide
  • Learn how to subscribe to updates about Fluent's releases via email

Configure an order with requested delivery dates

How-to Guide
  • You will understand how to configure workflows to adjust delivery dates for processing orders to suit your business needs.
  • You will learn about the necessary settings and their functionalities. 

Compress the Order List view

How-to Guide
  • Fluent OMS can display the order list in two ways: Compressed and Standard.
  • The manifest needs to be modified in order to enable the compressed view.

Building Better Filters: From Reusable Components to Customer Search

How-to Guide
  • This guide shows how to reuse filtering components designed for inventory management in other areas, using the Order List page as an example.
  • The guide outlines integrating ready-made components such as Multi-Value Search for filtering by order references and enabling Customer Search with the new Complex Filter, backed by an extended orders query.

Add a Comment to Order

How-to Guide
  • A Comment provides an additional piece of information to the entity it is related to. 
  • An Order can contain multiple comments associated with it.

Add Order line / Order Item Search Page into Fluent Store

How-to Guide
  • A step by step guide on how to create Order Line / Order Item search page in Fluent Store

Revise Order

How-to Guide
  • Order Revision User Guide

Configure Printable Order Labels

How-to Guide
  • Use an HTML template to tailor the Order Labels to your specific needs.
  • This document provides step-by-step instructions for setting up and modifying fragments needed to customize generated PDFs.

Create Order Wizard

How-to Guide
  • The 'Create Order' wizard streamlines the order creation process by guiding users through each step, reducing the chances of errors, and ensuring all necessary information is captured.
  • It provides a user-friendly interface that simplifies complex order configurations, making it accessible for users with varying levels of technical expertise.
  • The wizard includes validation checks at each step, ensuring that all entered data is accurate and complete before proceeding to the next step.

Fluent Store - Manager Approval Process for ReturnOrder

How-to Guide
  • A Client Business Requirement:
    • The returnOrder created by Store Staff must require a Manager’s Approval
    • 2-step process to ensure the customer is refunding the right products/amount. This is done through workflow and roles/permissions modifications.

Enable Order Activity View in STORE webapps

How-to Guide
  • 2 main steps to enable order activity view in STORE app. 
    • add OMS plugin to your store fragment,
    • add EVENT_VIEW permission to your location user

Validate Customer ID at Pickup

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide an extended new feature where the Store User can validate the Customer ID during the Customer Collection Process.
  • New custom UI components and rules are needed to capture the user input and confirm the selected articles in the UI user Action screen.  Then, the store/business can track and trace the proof of the shopper's collection.
  • Due to security reasons, the shopper's sensitive personal information should not be stored within Fluent OMS. Therefore, the proof of collection should be stored at a third-party storage.

Enable entering of Rejection Reason Code during pick confirm in Fluent Store

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can enter the rejection reason code during the Pick Confirm Process.
  • This feature allows specifying the rejection reason for fulfillment on the picking step of wave processing. The user can select the rejection reason code when the picked item list is confirmed as the first step of wave processing.

Fluent Store Dashboard: new dashboard tile based on fulfilment expiry time

How-to Guide
  • A guide to extend Fluent STORE UI capabilities to allow the store users to have a better visibility on the fulfilments by expiry time.
  • The use case where the store staff would like to see number of fulfilments for the next 2 hours so that they can plan their pick and pack process accordingly. 
  • One of the solutions is by using OOTB component and manifest to display the fulfilments number based on the expiry time.  Hence, there are no custom rules nor custom component is required for this solution.
  • Here are the steps to archive the outcome:
    • Create a new screen in fluent Store
    • Create dashboard tiles

Enable Home Delivery shipping label in Dispatch stage of Fluent STORE

How-to Guide
  • Typically, the HD shipping label is generated by the nominated carrier company or carrier aggregator.  The label URL is then stored in OMS for printing. 
  • This guide will take you through the setup to allow the store users to print the shipping label from Fluent STORE. 

Enable location store users to update store hours

How-to Guide
  • Each location has an opening hours setup that can be used for store activities. One activity could be during the fulfillment allocation phase, where the fulfillment expiry time for a store is calculated, giving store staff sufficient time to process the order before it expires.
  • Since opening hours can change week by week, we have created this guide to showcase how you can enable Store Managers to make these changes directly in the Fluent Store Web App.

Getting Started with the Utility Bundles

How-to Guide
  • Dependencies: To get started, add the `util-core`, `util-dynamic`, and `util-test` artifacts as Maven dependencies to your project's `pom.xml`.
  • Simple Usage: Utility classes can be called directly from within your Rules. The most common helpers are static methods that take the `Context` object as a parameter.
  • Build Integration: Once the dependencies are added, `mvn clean install` will automatically download the libraries and make them available to your project.
  • Explore the Docs: This guide is the first step. For detailed information on every class and method, explore the other documentation articles and refer to the JavaDocs in your IDE.

Extended Component To Handle Order Item Cancellation

How-to Guide
  • Supports full or partial cancellation of order line items based on remaining quantity.
  • Extended UI component enforces cancellation reason and visualises cancellable quantity.
  • Rule/Rule set updates to cancelledQuantity are required but not covered in this document.

Create a new Inventory Feed via GraphQL API

How-to Guide
  • After following this guide a user will be able to create a new Inventory Feed
  • The output from this feed can be used to supply inventory availability data to any system
  • Additional steps will outline optional configuration that can be applied to Inventory Feeds

Filter Panel: Configuration, Customization, and Best Practices

How-to Guide
  • This guide provides step-by-step instructions on setting up and customizing the Filter Panel component to filter data effectively, whether on standalone pages or embedded within the List component to filter an inner list.
  • Discover how to define data sources, integrate custom queries, and display query results seamlessly using descendant components.
  • Explore options to customize fields: modify field types, set default values, rearrange the field order, and remove unnecessary fields.
  • Unlock the component's key functionality—synchronizing filter data with the URL. This enables easy sharing of pre-filtered views through links.
  • Learn how to configure default filter values using settings for a streamlined and consistent user experience.

Enable Batch Inventory Pre-Processing

How-to Guide
  • Inventory Batch Pre-Processing (BPP) occurs before batch inventory updates reach the workflow engine. If you rely on every incoming inventory item hitting the workflow, ensure you configure the job-level meta value appropriately or disable BPP at the relevant account/retailer level. However, we recommend using the job-level option for greater flexibility. Be sure to read through this article in full—especially the “Managing Batch Pre-Processing” section—before making any changes.
  • If enabled at an ACCOUNT level, every retailer under that ACCOUNT will have their batch inventory updates pre-processed
  • If enabled at RETAILER levels, it will only pre-process updates for that specific retailer
  • The RETAILER context setting overrides the ACCOUNT context setting. This allows you to enable the whole account and disable it for specific retailers. 

Setup and use the Postman GraphQL User Interface

How-to Guide
  • Postman has a special client for GraphQL requests called the GraphQL client. 
  • The GraphQL client has features that allow you to create and execute GraphQL requests more efficiently.
  • It automatically fetches the schema of a GraphQL API and uses introspection to show you the available data fields. 
  • You can explore the data fields of a GraphQL API and construct queries by selecting fields or entering code in an editor.

OMX Webapp UI - Search order by customer phone number or email

How-to Guide
  • This is an enhanced feature that allows users (e.g., Customer Service Representatives) to look up customer orders by using either the customer's email address or phone number. 
  • This feature can be achieved by configuration in the setting manifest without any custom components nor custom rules.
  • This article will provide the following:
    • code snippet of the search Order by Customer phone/email manifest
    • Language settings
    • Display the page on the left panel menu by adding a code snippet in the setting: `fc.mystique.manifest.oms` 

Colourful Dots Statuses Configuration Guide

How-to Guide
  • Setting Example
  • Defining the Dot for Each Value in the Cell
  • Setting Naming Convention - fc.order.list.status.column

CI/CD Pipeline Configuration Using Fluent CLI

How-to Guide
  • The CI/CD pipeline is configured for Bitbucket and requires changes for other repositories
  • The CLI is not used for retailer creation in the deployment process
  •  One retailer's assets can be deployed at a time through manual selection.
  • The E2E plugin must be manually placed in the `plugins/` folder before starting the pipeline.

Create a custom Click and Collect pack label

How-to Guide
  • The CC pack label on the Fluent Store can be customised via an HTML template.
  • This guide will take you through the setup and fragment changes required to customise the pack label.
  • The printed pack label can then be attached to the paper bag or parcel ready for customer collection in-store.
  • Enhancements can be made to the reference label content. For example, the client's logo or an additional barcode for scanning purposes can be included.

Configure Printable Pack Slips for assign items to parcels

How-to Guide
  • The Pack Slips can be customized using an HTML template.
  • This guide outlines the setup and fragment modifications required for generated PDF customization.

Create a Custom Printable Pack Slip

How-to Guide
  • The Pack Slip on Fluent Store can be customised via an HTML template.
  • This guide will take you through the setup and fragment changes required to customise the Pack Slip.

Using fc.filterPanel in fc.tabs.card

How-to Guide
  • a handy tip on how to use fc.filterPanel in fc.tabs.card

Hide UserAction button via OMS Manifest

How-to Guide
  • The below example demonstrates how to hide a specific user action button via OMS manifest setup in Fluent OMS or STORE.

Webapp User Action visibility by using entity's attribute value

How-to Guide
  • The best practice for controlling the visibility of the user action button should be driven by the entity status within the ruleset.  
  • However, if the customer does not want to enhance the list of statuses, this trick can be used to control the User Action button visibility by using the entity's attribute value.
  • This article will demonstrate the following in an Order entity:
    • Display a user action button:  once clicked,  it will add an attribute (SENT_TO_WMS) to the order entity
    • Update the manifest to check the attribute (SENT_TO_WMS), if the value is not "True", then display the button.    
  • the sample source code will be provided in this article.

Create a Template helper to display the createdOn date in a specific time zone

How-to Guide
  • This article provides an example on how to create a simple template helper which can be used in the mystique manifest.
  • With this template helper, the user is able to see the order in "local" created date/time.  For example, the order was placed at Adelaide and the customer service representative in Sydney would like to see the order date time in Adelaide time zone.
  • Here are the steps to implement the template helper by using Component SDK:
    • Create a new function in component SDK
    • Import and register the template in index.tsx
    • Add the template to the mystique manifest in the setting

Configure a drawer via manifest

How-to Guide
  • Drawers can be added in any mystique components by modifying the mystique manifest.
  • The drawer’s custom data source can be defined via queries and variables.

Enable the Status Filter with Predefined Values

How-to Guide
  • Target audience: Configurers or Fluent Partners.
  • The guide explains how to successfully configure the status filter with predefined values.

Module Recipe - How to create an Extension Module

How-to Guide
  • Describe the steps to create a new module with a custom plugin
  • TL;DR from module creation to installation:
  • Create: `fluent module create`
  • Update `resources/module.json` with the module's version, dependencies and module name
  • Add in the source code + unit and integration tests under the `plugins/` folder

Module Recipe - Plugin Setup and Installation Guide

How-to Guide
  • Create the new module: `fluent module create -n <module-name> `
  • Populate the plugin structure in `plugins/`
      `rules/` - Contains rules, unit tests and GraphQL queries/mutations
      `types/` - Stores model classes and extended DTOs
      `util/` - Holds service classes and utilities
  • Build the module:  `./scripts/build-module.sh`
  • Install the module: `fluent module install dist/<module-name>-<version>.zip -p <profile> -r <retailer>`

Custom UI Field Component on Add Network to Location user action

How-to Guide
  • This component simplifies the addition of networks to locations by providing an easy to use selector of available networks
  • The basic principles can be used in other scenarios where complex fields and values may be required

Create a Custom Ruleset for Batch Inventory Input for Custom Quantity Types

How-to Guide
  • Preprocessing Disabled (Skip Enabled): If preprocessing is disabled (set to skip), all event items are passed as is, regardless of changes.
  • Preprocessing Enabled: If preprocessing is enabled, only changed items are passed through as events.
  • Event Structure: The batch input includes optional fields, and default values are set if they are not provided.
  • Event Name: If you specify a custom event name in the batch input, it will be used in the resulting event. If not, the default event name is `"InventoryChanged"`.

Azure AD & Microsoft Entra ID SAML Configuration: Unified Guide

How-to Guide
  • It is possible to use the generic SAML configuration to add an external identity provider that follows the SAML standard. 
  • Steps to configure an external identity provider via SAML configuration

Azure AD & Microsoft Entra ID OIDC Configuration: Unified Guide

How-to Guide
  • Adding the application to PingOne
  • Registering application with Microsoft
  • Getting the client ID and client secret for the application
  • Setting up API permissions
  • Adding the identity provider in PingOne
  • Adding the Redirect URI to the Microsoft portal
  • Do not forget

Configuring the Unified View of Inventory: A Step-by-Step Guide

How-to Guide
  • The Unified View of Inventory (UVOI) is a powerful feature available out of the box. It offers comprehensive insights and real-time updates across inventory locations and sales channels.
  • To configure its full functionality, you need to create several settings that define default filter values and ensure filters are populated with appropriate statuses from workflows.
  • This guide will walk you through the configuration steps using examples from a reference solution. Note that the statuses and catalog names of these examples may differ from your specific implementation requirements.

Enable Phone Camera scanning in Fluent STORE Picking

How-to Guide
  • A step-by-step guide to enable phone camera scanning for product picking.
  • Configuration

Customise the Printable Pick List with GraphQL

How-to Guide
  • This feature gives the client greater flexibility in customising the pick list by extracting values via GraphQL.
  • The feature is not limited to a pick list but can be used on any entity as long as the data can be extracted by GraphQL.  
  • This feature utilises the new print component

Update Fulfilment Choice status via EVENT API

How-to Guide
  • An easy step-by-step guide on how to add a new ruleset to update fulfilmentChoice status.
  • This example can be used on the MULTI order type (mixed basket) workflow.

SSO: Configure Google Workspace connection via SAML

How-to Guide
  • This guide covers setting up an SSO connection between PingOne and Google Workspace using SAML.
  • Ensure you have admin access in PingOne and a Google Workspace account with an active subscription.
  • You need to register the application in Google Workspace to configure it as an external identity provider.

Using the Setting Form Component

How-to Guide
  • This page will guide you through placing the Setting Form Component on a page and customizing it for use by a business user. Key topics covered include:
    • Adding the component to a page
    • Using the component within an Accordion component
    • Generating a schema for a setting
    • Adding titles to individual fields
    • Using the component with custom fields

SSO: Configure JumpCloud connection via SAML

How-to Guide
  • It is possible to use the generic SAML configuration to add an external identity provider that follows the SAML standard
  • This page provides a guide on how to configure an external identity provider via SAML configuration.

Display JSON in Mystique (Admin Console)

How-to Guide
  • Often you might need to display JSON payload on the Admin Console
  • You can use a mustache helper, or you can display individual values with deep references

Storing HTTP links on Entities with Attributes (Admin Console)

How-to Guide
  • This guide is about displaying HTTP(S) links in Admin Console.
  • This can be achieved through a Mystique configuration.
  • Store a HTTP(S) link to a document e.g. packing slip as an attribute against an entity.
  • Display the attribute as a clickable link in the Admin Console.

Pack Field Component Sections Configuration in Fluent Store

How-to Guide
  • This guide will walk you through configuring the main sections of the Pack Wizard: Unpacked Items, Packed Items, Rejected Items, and the scanner, enabling you to tailor it to your specific requirements.
  • The default configuration does not include a list of parcel types with predefined dimensions. It only displays basic details of the items being packed (such as image, product name, and reference) and allows users to select from four predefined reasons for rejecting items.

Adobe Commerce Connector Setup and Configuration

How-to Guide
  • This guide covers setting up a fresh new Adobe Connector in the below-required systems:
    •  Fluent OMS information details (account credentials, client secret, etc.)
    • Adobe Commerce
  • This guide does not cover:
    • The standard setup of Fluent OMS, this guide is explicitly for the Fluent Adobe Connector configuration.
    • Detail on how to migrate an existing Adobe Commerce to use Fluent OMS.
  • Please get in touch with Fluent Expert Services for guidance on any migration.

Add a new order and fulfillment type to Fluent Store

How-to Guide
  • Understanding the default Order and Fulfilment Types
  • Users with SETTING_VIEW, SETTING_CREATE, and SETTING_UPDATE permissions can add new order and fulfilment types to Fluent Store.
  • A guide to add a new Order Type to customise the Fluent Store
  • A guide to adding a new Fulfilment Type to customise the Fluent Store

Hiding WaveCreate button if there are no awaiting_wave fulfilment for the location.

How-to Guide
  •  OOTB, the create wave button on Fluent Store will always be displayed whether there are pending fulfilments or not.
  • It’s possible to only display the button when there are pending waves when a condition is added.

Adding Header Components to an OMX Web App (Store, OMS, Inventory etc)

How-to Guide
  • A step-by-step guide on how to add a custom help menu to the header to serve as inspiration for other custom components that can be added

Display Order Items On The Customer Collection Screen

How-to Guide
  • It’s possible to enhance Service Point to show order items from the current order on the collection screen.
  • This can be achieved by adding a specific setting and making sure that the user’s role has the appropriate permissions.

Settings Template

How-to Guide
  • Settings Template

Enable quick access filters for users with a custom Predefined Filter component

How-to Guide
  • Predefined Filters: Provide a way to access commonly used search parameters with a single click, enhancing the user experience.
  • User Efficiency: Predefined filters are designed to save time and streamline workflows.
  • Customization: Users may have the ability to create and save their own filters for recurrent use (via manual Manifest changing).
  • Consistency: Predefined filters ensure that the same criteria are used for searching, leading to consistent results.
  • Learning Curve: New users can quickly become proficient in finding the information they need due to the intuitive nature of predefined filters.
  • Integration: These features should seamlessly integrate with the user interface for maximum effectiveness.

Display REST API Data in Standard Library Components

How-to Guide
  • For Frontend (React) Developers who are familiar with using the Fluent OMX Component SDK
  • Build a REST API Data Provider Component to enable the standard Component Library to render data from the Fluent Platform REST APIs
  • Learn how to override the data provided to components
  • Learn how to support template value props for dynamic input
  • Learn how to decorate the query results for enabling `byName` attributes access in the manifest

Debugging the Component SDK

How-to Guide
  • Using Chrome developer tools and IDEA Webstorm to debug Fluent component SDK
  • This article will only work for Chrome desktop browser

Enable bulk order Cancel in the UI by using the action property in the LIST component

How-to Guide
  • To enable cancelling orders via the UI the cancel order ruleset needs to be used
  • Update the mystique manifest to show the list action.

Add and Edit Customer Address by using custom UI component

How-to Guide
  • Address Validation: Ensure that the address entered by the user is valid and correctly formatted to avoid shipping issues.
  • Default Address: Allow customers to set a default address for a quicker checkout process.
  • Edit Capability: Provide an option for users to edit customer address details in case of errors or changes.
  • User Experience: Design the add and edit address process to be user-friendly and accessible, with clear instructions and error messages.

Quick Search in UI by using Custom UI Component

How-to Guide
  • Quick Search Functionality: Enables users to find information rapidly by typing keywords or phrases.
  • User Efficiency: Quick search is designed to save time and streamline workflows.
  • Learning Curve: New users can quickly become proficient in finding the information they need due to the intuitive nature of quick search.
  • Integration: These features should seamlessly integrate with the user interface for maximum effectiveness.

Configure extended address for Return Orders

How-to Guide
  • Extend the Order Module schema
  • Modify the Rule for Return Order creation and the Order Workflow Return Order Ruleset
  • Update the Order Management Manifest

Manual Fulfillment Reassignment

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can enter the rejection reason code during the Pick Confirm Process.
  • This feature allows customer service to reroute an existing `fulfilment` to a specific location that can fulfill the order.

Manual Inventory Position Changes through the UI

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide an extended new feature where the Store User can update the Store inventory through the UI to ensure the OMS has the most accurate product inventory.
  • New custom UI component and rules to capture the user input in the UI user Action screen. Then, the backend will create a new Inventory Quantity entity and update the Inventory Position and the downstream workflow.

Create Customer via UI

How-to Guide
  • Comprehensive Data Entry: Ensure that all necessary customer information is captured accurately to create a complete profile. This includes personal details, contact information, and any specific requirements or preferences.
  • Validation and Verification: Implement validation checks to prevent errors during the data entry process. Verify that mandatory fields are not left blank.
  • User Experience: Design the customer creation process to be user-friendly. Provide clear instructions and feedback during the process to enhance the user's experience and minimize the likelihood of errors.

Edit Customer via UI

How-to Guide
  • Data Modification: Ensure that users can modify customer data, including the ability to correct typos in existing information.
  • Error Handling: Implement error handling procedures in case the edit fails or invalid data is submitted.
  • User Experience: Aim for a seamless and intuitive editing process to minimize the risk of user errors.

Enable Sorting in a Picklist

How-to Guide
  • Properties of CUSTOM_PICK_LIST_SORT_CONFIG Setting

Enable Return Order in ServicePoint

How-to Guide
  • Step-by-step configuration guide to enable Returns functionality in ServicePoint.
  • The configurations include the following:
    • User Role assignments
    • Settings
    • workflows

Settings Creation and Editing Mutations

How-to Guide
  • A setting can be added or modified directly via UI.
  • A new setting requires its name, context, the identifier of the context, the value, and the value type.

Creating a new connector with the Connector SDK

How-to Guide
  • The Connector SDK generates a blank Maven starting project for your custom integrations.

Write your first custom Rule using the Fluent Rules SDK (Hello World)

How-to Guide
  • A step-by-Step guide to creating your first custom Rule to log "Hello World"

Create a Fluent GraphQL API in Postman

How-to Guide
  • Open Postman, click Import, then choose "Upload Files" in the dialog box.
  • Upload the GraphQL SDL File named `fluent-graphql.graphql`.
  • Confirm settings, including "Include deprecated fields," and click Import; a success message confirms installation in the APIs tab.

Configure UI to display IPU and IPC reports

How-to Guide
  • The Fluent Big Inventory Web app is pre-configured with certain standard functions. 
  • The IPU and IPC reports functionality is not a part of the default configuration. 
  • This guide will enable users to configure the web app to display the IPU/IPC reports.

Manage and view Inventory Feed Runs

How-to Guide
  • Inventory Feed runs can be individually tracked for their status and data about the run
  • A user will know how to analyse Inventory Feed Runs from this guide

GraphQL mutation removeUserRolesFromUser

How-to Guide
  • Quick Example of how to use GraphQL mutation `removeUserRolesFromUser`

SCIM Local Development Setup

How-to Guide
  • Local development uses localstack to emulate AWS services
  • AWS CLI Configuration is optional
  • IntelliJ and Eclipse / STS  Setup in local environment

Role Creation and Editing Mutations

How-to Guide
  • When creating or editing roles, ensure to define permissions accurately to maintain system security.
  • Follow the best practices for naming conventions and role descriptions for easier management and clarity.
  • Test role changes in a controlled environment before applying them to the live system to avoid unintended access issues.

Supporting SKU with multiple barcodes during the picking

How-to Guide
  •  A typical scenario where the EAN 13 barcode (e.g., `0123456789123`) and sometimes the barcode on the physical product might not include the leading 0. So when the product gets scanned, it will return `123456789123` rather than `0123456789123`, and the Pick screen will not be able to find the product from the pick list.
  • We can utilize product attributes to include possible barcodes and to include fields.

Authenticating (logging in) into Fluent

How-to Guide
  • Login into Fluent Web Apps
  • Multi-Factor Authentication
  • Session Timeout

Update your Plugin Project for JDK 17+

How-to Guide
  • A step-by-step guide to update your plugin Project for SDK 17+

Convert a JSON Introspection result to Schema Definition Language (SDL)

How-to Guide
  • Converting JSON Introspection to SDL allows for a human-readable format of GraphQL schema, which is essential for documentation and understanding the API structure.
  • Tools such as GraphQL Voyager and Apollo Studio can automate the conversion process, providing a visual representation and SDL output without manual coding.
  • Understanding the structure of the introspection query result is crucial for manually converting the JSON to SDL, should automated tools not be available or suitable.

Generate a Collection of the Fluent GraphQL API

How-to Guide
  • Prerequisites
  • Steps to Follow

Fluent OMS session timeout configuration for SSO users with Azure as an external IDP

How-to Guide
  • The article offers a step-by-step configuration for setting up Fluent OMS session timeout specifically tailored for Single Sign-On (SSO) users.
  • It focuses on configuring session timeout within Fluent OMS while utilizing Azure as the external Identity Provider (IDP).

Customise the Printable Pick List Setting

How-to Guide
  • To aid with the picking process, Users can download a printable pick list that details the items required to complete the outstanding fulfilments. Customisable via a setting, the custom pick list allows developers to define their own fields and layouts to create a more efficient picking process.
  • Enabling the Custom Pick List

Identify Inventory Failed Events

How-to Guide
  • Detect Inventory problems or anomalies with the Total Failures card on the Sources Dashboard.
  • Identify the specific failure events with advanced filtering on the Events page. 
  • Understand the what, where, and why of the event failure by using the Event Details Drawer.

Displaying the date time in OMS and STORE web apps

How-to Guide
  • Fluent OMS apps support time-zone-specific display of date and time values in the UI.
  • It is a good practice to store the date-time value in UTC format and let the OMS UI display the value based on the user's locale.

Azure Single Logout configuration

How-to Guide
  • The article offers detailed instructions for setting up Single Logout (SLO) for Azure AD, serving as an external identity provider.
  • Users can establish a robust authentication system by following the precise steps outlined, enhancing security and efficiency.

Product Availability Enrichment

How-to Guide
  • You would first need to have access to a Fluent account, and have `localstack` container running.
  • There are two possible cache configurations: In-memory cache or External cache.

Adobe Commerce Connector Package Installation

How-to Guide
  • Prior to installing the Adobe connector package, make sure that the versions are compatible. 
  • In order to install the connector package, you would need to back up the system and the data base, download the package, enable the module and confirm the installation.

Creating Mystique Manifest list page by using graphQL query with Pycharm

How-to Guide
  • This tool is a quick easy way to generate manifest List Page by just providing a GQL query (with edges/node)

Troubleshoot PENDING status on Create Retailer Batch

How-to Guide
  •  Create retailer batch can get stuck in PENDING status in a few case scenarios (incorrect payload, missing settings...)
  • When this occurs, it’s not possible to create any new retailers on the account
  • The only way to resolve this is though an SRE ticket

Display full attribute value on the Screen (specially on phone/tablet view)

How-to Guide
  •  In the current OMX (OMS webapp and STORE), depending on the user’s resolution, it will render the contents to fit within the screen. For some string that are longer than the screen’s width, The OMX will be showing “…" at the suffix.
  • To overcome this issue, you can use charCutoff in the manifest. 

SCIM Connector Roles Configuration

How-to Guide
  • When an enterprise application needs to be configured in Azure, App roles need to be added on Azure Active Directory, and dynamic roles need to be set up on Fluent OMS.
  • it’s possible to manage the roles individually or via Group management on Microsoft Entra.

Create and Edit Inventory Catalogues

How-to Guide
  • An Inventory Catalogue can be created and edited via the UI.
  • To create a new Inventory Catalogue or edit an existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Colored Thresholds for Gauge Charts Configuration

How-to Guide
  • Shows Implementers how to configure colored thresholds for gauge charts.
  • All configurations are described for the Sources and Feeds reference manifest fragments.

Creating and Editing Product Catalogues

How-to Guide
  • A Product Catalogue can be created and modified via the UI.
  • To create a new Product Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Virtual Catalogue Creation and Editing Mutations

How-to Guide
  • A Virtual Catalogue can be created and modified via the UI.
  • In order to create a new Virtual Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Page Filter Select configuration via Manifest

How-to Guide
  • This guide shows Implementers how to configure Page Filter Select via Manifest.
  • All configurations are described based on fc.mystique.manifest.inventory.fragment.feeds manifest fragment.

commercetools Connector v2.0.0 Migration Steps

How-to Guide
  • The 2.0 Commerce tools connector offers a range of new capabilities in regards to configurations, availability calls and DSK context creation.
  • The migration requires a few Java changes and configuration changes that are covered in detail in this article.

commercetools Local Development Setup

How-to Guide
  • Local development uses localstack to emulate AWS services
  • AWS CLI Configuration is optional
  • IntelliJ and Eclipse / STS  Setup in local environment

commercetools Package Installation

How-to Guide
  •  In order to utilize the commercetools connector, you would need to download the Java-based commercetools Fluent Connector and make sure you have the right dependencies and tools.
  • Development and deployment: The development environment needs to be configured with the correct credentials. The build and run are done via dockers and scripts. CloudFormation can be leveraged for production deployment.
  • Connect SDK and commercetools Connector should have matching versions for increased stability.

commercetools Setup

How-to Guide
  • In order to integrate commercetools API, an API Client needs to be created on commercetools.
  • When this is completed, you will need to proceed with the commercetools connect SDK installation to enable the connector. 

Update an existing Inventory Feed via GraphQL API

How-to Guide
  • After following this guide a user will be able to update an existing Inventory Feed
  • Various updates are available once an Inventory Feed has been created and started running

Troubleshooting Inventory Feeds

How-to Guide
  • This section will detail a few common issues and troubleshooting options for Inventory Feeds.

Create Multiple Articles for a Fulfillment

How-to Guide
  • Create Multiple Articles for a Fulfillment

Enable article barcode scanning

How-to Guide
  • Working with barcodes

Enable "Update Customer" UI mutation as User Action

How-to Guide
  • enable updateCustomer on the UI via manifest modifications

Bulk update Location Hours using Postman Runner

How-to Guide
  • Perform a bulk mutation update on the Location hours.
  • Requires Postman and Pycharm 

Assign Articles to Storage Areas

How-to Guide
  • This guide shows you how to assign an article to a Storage Area as part of the Scan to Storage Area feature of the baseline Fluent Store web app
  • Prerequisites
  • Step-by-step guide

Enable Navbar Badges

How-to Guide
  • Overview
  • Who is this guide for?
  • Steps to enable navigation bar badges with an example

Introspect the Fluent GraphQL Schema using Postman

How-to Guide
  • To Introspect the Fluent GraphQL schema, run an Introspection Query against the Fluent GraphQL API Endpoint. Below is the raw GraphQL Introspection Query.

Configure complex calculation in Manifest

How-to Guide
  • This article describes how to configure complex calculation in Manifest
  • Target audience: Architect, Partner Developer, Partner BA.

Enable GraphQL Auto Complete in Postman

How-to Guide
  • Prerequisites
  • Steps to Follow

Configure ServicePoint Dashboard

How-to Guide
  • Overview
  • Configuring the Dashboard
  • User Role and Permission
  • Understanding Dashboard View
  • Customization Example

Password Reset Overview

How-to Guide
  • This page helps to understand the new functionality that helps users to change own password during the authentication process.
  • This is only applicable to users who doesn't use corporate identity to login into Fluent OMX. 
  • If you use corporate identity to log into Fluent, please contact internal IT team or administrator and follow internal process for changing password.

Example of how to use Fragment in GQL within Fluent. We will be using fulfilments

How-to Guide
  • Example on how to use fragments in GQL

User Editing Mutation

How-to Guide
  • A user can be edited directly on the Fluent OMS UI.
  • It’s only possible to ADD roles to the user on the UI. Removing roles is not feasible from the UI.

Guide - Customise a Pick List

How-to Guide
  • How to customise a Pick List

Appease Customer

How-to Guide
  • Custom Service Personnel have an ability to appease a customer in certain situations by providing a refund for an existing customer order. 
  • This functionality is available via OMS for orders of all types in all statuses.

Pick an Order

How-to Guide
  • Selecting fulfilments to add to a wave and create wave
  • Generating standard or custom pick list
  • (Optional) Scanning items to pick via the ENFORCE_BARCODE_SCAN setting.

Upgrade an Existing Plugin to the latest SDK

How-to Guide
  • Upgrade an Existing Plugin to the latest SDK

Manual Event with Run-Once Workflow

How-to Guide
  • The Fluent platform allows sending events with a workflow "attached" in the meta section of the event. This means that Rubix will execute the rulesets and rules which have been passed through as part of the event. This is especially useful to manually execute particular rules on an entity and is mostly used for operational purposes.

Enable Storage Scanning

How-to Guide
  • To enable the storage scanning feature in Service Point the following setup and workflow changes are required

Log Action & Events

How-to Guide
  • In the fluent platform, a log action allows to generate a specific log event when a rule executes. 

Control Group Creation and Editing Mutations

How-to Guide
  • Control groups can be created and modified via the UI.
  • In order to create or modify Control Groups, the user needs to have the correct permissions.

Setting Editing Mutation

How-to Guide
  • A setting can be modified directly on Fluent OMS UI.

Change the Delivery Address

How-to Guide
  • Customer Service Personnel can change the home delivery (HD) addresses for HD orders. 
  • This functionality is available via Fluent OMS for HD orders PENDING_PAYMENT, BOOKED, CREATED, PICK_PACK statuses.

User Creation and Editing Mutations

How-to Guide
  • A user can be created and modified via UI.
  • The user creation requires the associated Location, Retailer, Role, and Context. It’s also possible to add extra attributes.
  • It’s only possible to ADD roles to the user on the UI. Removing roles is not feasible from the UI.

Dev Environment Setup for working with the Connect SDK

How-to Guide
  • This article providfes you with templates to setup your local environment for developing with the Connect SDK 
  • Local development uses a Docker localstack to emulate AWS services.

Test web app UI layout on the Phone / Tablet via computer Chrome Browser

How-to Guide
  • how to use Computer Chrome Browser to view Phone / Tablet layout
  • A handy way to test the layout on your computer without using an actual phone 

Bulk Extracts with GraphQL

How-to Guide
  • A python script can be used for ad-hoc extracts of a large number of GQL entities into a CSV file. 
  • Currently the Fluent platform does not support any bulk extracts. 
  • This scripts helps to extract data in bulk using the pagination functionality provided by the schema.
  • Depending on the amount of data that is extracted the script might run for a while.
  • The above codes are provided as is and are for reference purposes. 

Weather Updates

How-to Guide
  • In this guide, we will go through some basic features of the SDK by creating a connector from scratch that can receive or retrieve weather updates and push them to a Fluent setting. 
  • If you wish to bypass this guide and look at the result, feel free to download the sources.

Ability to display full attribute value on the Screen (specially on phone/tablet view)

How-to Guide
  • A trick to display the full value regardless of the user's screen size

Debugging ShippIt Connector issues

How-to Guide
  • This guide covers the common symptoms and associated steps to debug issues with the ShippIt Connector.
  • In most cases, if there is an issue, the most likely symptom is if Fluent Store shows the consignment entity status as FAILED.

Collecting Attributes via a User Action

How-to Guide
  • Adding Attribute details via the UI
  • Adding Attribute details via the Workflow JSON

Kafka Connector built on top of Connect SDK

How-to Guide
  • The User can configure Kafka Connector on top of the Connect SDK.
  • Some configuration is required. 

SCIM Connector Setup and Configuration Overview

How-to Guide
  • The overview of the SCIM Connector Setup and Configuration

SCIM Connector Provisioning Configuration

How-to Guide
  • You can configure provisioning function for Fluent OMS in Azure Active Directory.
  • You would first need to have access to Microsoft Azure Portal to update the credentials and map the relevant attributes. Next step is triggering the start/stop provisioning form the portal. 

SCIM Connector Credential/Secret Configuration

How-to Guide
  • A guide on how to set up SCIM Secret Configuration

Connector Deployment Cloudformation

How-to Guide
  • Prerequisites
  • Manual Deployments
  • Stack Provisioned

Salesforce Service Cloud (SFSC) Connector Installation Guide

How-to Guide
  • The Salesforce Service Cloud (SFSC) connector can be downloaded on Salesforce marketplace (Appexchange).
  • In order to launch the connector: A SFSC administrator would need to download the Fluent OMS app from Salesforce App Exchange and deploy it within the SF organisation. API configurations and settings would then need to be added on Fluent OMS app to complete the set up.

SCIM Connector Package Installation

How-to Guide
  • The SCIM connector is a Java based project that enables seamless integration with the SCIM. In order to install the SCIM Connector, you’d need to make sure you have the right dockers and tools. Next step is setting up the local environment, configuring the connector, and finally deploying the connector.
  • The SCIM connector and connect SDK versions need to be aligned.

Migrate to the New Print Component

How-to Guide
  • The new print component enables faster printing and additional features.
  • You can update to the new print component by updating the component name and adding the relevant configuration.

Enable a Return Summary

How-to Guide
  • A dynamic total Refund Summary can be configured into the Returns Wizard, on both Fluent Store and Fluent OMS.
  • In order to configure the returns summary, to would need to enable to returns workflow, add the appropriate setting and modify the manifest.

Inventory File Loader

How-to Guide
  • The SDK allows to import data into Fluent OMS via batch jobs.
  • The data can be stored in an Amazon S3 bucket and imported into Fluent OMS via API. 
  • The inventory job handler requires various settings that need to be defined in the account’s settings list ( location-pattern, archive-folder... )

Enable Add Comment functionality

How-to Guide
  •  Comments can be added to Fluent OMS web app by modifying the manifest, this article covers the required steps.

Enable the Scan to Storage Area feature

How-to Guide
  • Enabling scan to storage area is only possible on Fluent store (not on Service Point).
  • This guide will take you through the setup and workflow changes required to enable the Storage Area Scanning feature in Fluent Store.

Displaying Inventory Quantity sum and count on the Inventory Position UI Page

How-to Guide
  • You can show the Inventory Quantity sum and count in the UI via modifications of the manifest
  • `sum` and `count` values are retrieved via custom queries and then displayed in the UI

Fluent STORE: capture Driver Name and Vehicle Number in the Carrier Collection Screen

How-to Guide
  • A simple way to add user action to capture driver name and vehicle number in the carrier collection process.

Restrict UserAction button visibility by using user roles

How-to Guide
  • The below example demonstrates how the visibility of the CREATE WAVE button in Fluent STORE can be customised via roles, permissions, and the manifest.

Control webapps STORE AND OMS UI by using roles and action in manifest

How-to Guide
  • describes how to set up the user to see the “query” only page or “edit” entity page by using User Roles and UserAction in Manifest.
  • The below example demonstrates where "Finance" users in "query" only mode on OMS data and "CustomerService" cancel orders and other user actions.

Enable multi-parcel pack screen in Fluent Store

How-to Guide
  • A Guide for enabling Multi-parcel with ES starter Pack via workflow, settings and manifest modifications.

Enable Japanese language in Fluent OMS / STORE

How-to Guide
  • enable Japanese language in OMS via settings modifications

Print current Page in OMS Webapps

How-to Guide
  • a trick on how to print the current list page to the printer
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