Workflow States

Workflow states are used for dividing wokrflows into smaller stages. You can create a new workflow state by double clicking the canvas in the Graphical Workflow Designer or by clicking the Add... button on the General tab of the Workflow Properties dialog (see New Workflow).

Individual states allow a variety of settings. The General tab contains the name and the description of the state. The properties dialog for a workflow state also includes the tabs Conditions, Actions, and Advanced. The Advanced tab allows you to assign an alias for the state. The tabs Conditions and Actions are presented in their own subtopics.

In versions 2015 and earlier, the State Properties dialog contains the State Transition tab. This can be enabled in M-Files 2015.1 and later by using a Windows registry setting. Ask your M-Files consultant for more information, or contact our customer support at [email protected].

Adding States to a Workflow

Steps

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the desired document vault.
  4. Still in the left-side tree view, select the Workflows node.
  5. Select a workflow from the Workflows list and click New State on the Tools pane to open the State Properties dialog.
  6. In the Name field, enter a name for the workflow state and, in the Description field, enter an optional description for the state.
  7. Optional: In the Conditions tab, specify the preconditions and postconditions that must be met before an object can be moved in or out of this state.
    For more information on workflow state conditions, refer to Conditions.
  8. Optional: In the Actions tab, specify the actions that are performed when an object is moved to this state.
    For more information on workflow state actions, refer to Actions.
  9. Click OK to close the State Properties dialog.
  10. Click Save to save your changes.

Results

The new state you have just defined is added to the workflow. The state can be seen in the graphical workflow designer.
© M-Files Corporation 2015
Version 2015.12