Using M-Files can be confusing in the beginning, equally for users and IT people. It is good when you grasp logic of it, but until you do, it can be struggle. First of all, understanding metadata helps a lot, and I wrote already about that. But we cannot expect the same understanding from the users of the M-Files. So, to make life for everybody easier we will create Views.
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M-Files – undelete and destroy documents
After we mastered metadata and workflows, now we can focus on simple tasks that will make our lives easier. One of these tasks is restoring deleted documents – or destroying them.
Read MoreM-Files – Manage permissions for Workflows
We manage to wrestle our way through workflows, and now have a better understanding of the concept and flow of – Workflows. However, we done all the Workflows with default permissions. In production, you will probably need to create Workflows that are visible only to some department, or few people. We will learn how to do that in this article. This will be a longer article, since there are many thing to cover.
Read MoreM-Files – Create Workflow with Approvals
We started with simple workflow, learned how to do assignment approvals, and now, final step will be to d oWorkflow with approvals.
Approvals are used inside companies for various purposes, in my experience mostly for orders and invoices. However, that is not only use case scenario for approvals. Let’s see how this works.
Read MoreM-Files – Create Workflow with assignments
Ok, we will now step up in our Workflow game. We went through simple Workflow setup in previous article, we will now do a new one, with few additional details.
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