Creating a New Object Type

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 document vault of your choice.
  4. Still in the left-side tree view, expand Metadata Structure (Flat View) and then select Object Types.
    The Object Types list is opened in the right pane.
  5. Click New Object Type... on the task area.
    The Object Type Properties dialog is opened.
  6. In the Name (singular) field, type in an appropriate name for the object type in the singular form.
  7. In the Name (plural) field, type in the same name in the plural form.
  8. Optional: Click Change Icon... to change the icon of the object type.
    1. Select an icon from the list or click Browse... to browse for a different icon file.
    2. Click OK to change the icon.
    If you wish to restore the default icon, click Use Default.
  9. Optional: If you want users to be able to create objects of this type in M-Files, check the Users can create objects of this type option check box.
    1. If you want to add in the task area a command for creating a new object of this type, check the Show the creation command in the task area option check box.
  10. Optional: If you want users to be able to incorporate files into objects of this type, check the Objects of this type can have files option check box.
  11. Optional: Check the object types in the The types of objects that users can browse for objects of this type list that you want users to be able to browse when they right-click an object of this type and select Browse Relationships.
    This setting does not affect the related objects displayed in the listing view (search results or a view) below the main object.
  12. Using the Default permissions for new objects drop-down menu, select the default permissions for new objects of this type.
    You can click the ... button to adjust any existing permission settings.
  13. Optional: Check the Allow this object type to be used as a grouping level in views option check box to allow this object type to used for defining a grouping level within a view.

Results

The object type that you have just created is added to the Object Types list. You can now create objects of this type in M-Files.
© M-Files Corporation 2016
Last updated 10/2016