New Property Definition

In a new property definition, you need to specify the data type after assigning a name to the property. For example, if you are creating a property with the name "Document Date," the logical data type choice is "Date".

The "New Property Definition" dialog.

Property definition data types

Text Any typed text, for instance, a heading.
Text (multi-line) Any typed text. The text can have multiple lines.
Choose from list You can select one value from the options on the value list.
Choose from list (multi-select) You can select several values from the options on the value list.
Date You can select a date. As a default, M-Files suggests the current date.
Time You can select a time.
Timestamp This data type can be used for generating a timestamp with a script.
Note: The timestamp needs to be defined as a calculated value. Go to the Automatic Values tab of the Property Definition Properties dialog and select the Calculated value (VBScript) option and click Edit Code... to add the VBScript code for generating the timestamp.
Number (integer) You can enter the desired integer.
Number (real) You can enter the desired real number.
Boolean (yes/no) You can specify the Boolean value yes or no for the desired variable.

The data type indicates the type of the property. For example, if you create a new property named Confidential and specify Boolean (yes/no) as its data type, you need to select yes or no when filling in the Confidential field on the metadata card. This happens only if the property Confidential has been associated with the document class (Report, Memo, Agenda, etc.) to which the document you are creating belongs.

After creating this property, you can create a new view that lists the documents on the basis of whether they are confidential or not. You can group the documents into the Yes and No property folders by using the view hierarchy.

Value lists can be efficiently utilized in property definitions. For example, the Customers value list is utilized in several property definitions in the M-Files sample vault.

When specifying, for example, the Author Organization, the options are retrieved from the Customers value list, to which you can easily add new values (customers). This way, the same company names need not be entered again, but the existing list can be utilized instead. The lists decrease the number of input errors and make work more efficient.

Pre-filtering of properties

You can specify pre-filtering for property definitions to show a subset of the objects. This way, the list of objects to be displayed can be limited by certain criteria, and the user can more quickly find the desired object when, for example, adding a customer to the metadata card.

For example, pre-filtering can be used to divide:

  • Customers into prospective and actual customers.
  • Customers into buyers and suppliers.
  • Customers into persons and companies.
  • Projects into internal and external projects.
  • Projects into current and past projects.

The customer class may also be used as a pre-filter for customer listing. Likewise, the project class, for example, may be used as a pre-filter for a project listing.

Filter the list by using the value of the following property

A property definition using a value list that is filtered by some other value list can be defined to be filtered by some other property definition that uses the main value list of the filtered one. This is a case of dynamic filtering, which depends on what the user selects in the metadata card.

Example: The properties Customer (Buyer) and Customer's Contact Person are filled in the metadata card. Selecting the correct Customer (Buyer) also filters values available in the Customer's Contact Person value list to show only contact persons of this selected customer. The Customer (Buyer) property may use the Customers value list and Customer's Contact Person may use the Contact Persons value list. The Contact Persons value list is filtered by customer.

In addition, the Customer (Buyer) property is defined to be filtered by the Buyer property. For more information about hierarchical relationships between value lists and object types, refer to Value Lists and Object Types.

Also, you can select an automatic filter allowing M-Files to search for the best metadata card filter selection to filter the property in question. In this case, for example, the two-way filtering of value lists between ZIP codes and cities functions in a user‑friendly manner: In the metadata card, you can choose a ZIP code first, and M-Files then chooses an appropriate city from the list automatically. If you choose the city first, M-Files filters the available ZIP codes automatically according to the city.

Sort values in the list in the following order

You can define whether you want the value list used for the property definition to be ascending or descending.

Allow using this property with the following object type

You can also limit the use of this functionality to just one object type.

Enable automatic permissions via this property

For you to be able to use the automatic permissions via a specific property, you should allow this in the property definition's properties. For the Class property definition, the automatic permissions are active by default, so activation is not needed in this case.

When you have added automatic permissions to a value, value list or object type, M-Files will display the property definitions in which the automatic permissions are enabled and those in which they are disabled. Make sure that the automatic permissions are enabled for the desired property definition.

Note that the specified value must be selected for the explicit property definition for which you have enabled automatic permissions.

Allow this property to be used as a grouping level in views

Enable this option to allow the property to be used for defining a grouping level within a view. It is advisable to disable this option for properties that may contain classified information.

Aliases (Advanced tab)

Via the Advanced tab, you can define an alias for the property definition. For more information, see Associating the Metadata Definitions.

Creating a New Property Definition

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 Property Definitions.
    The Property Definitions list is opened in the right pane.
  5. Click New Property Definition... on the task pane.
    The Property Definition Properties dialog is opened.
  6. In the Name field, enter a name for the new property definition.
    The name will be displayed on the metadata card when you add this property to the metadata card.
  7. Use the Data type drop-down menu to select the data type for the new property definition.
    For more information on data types, see Property definition data types.
  8. Optional: If you chose Text or Text (multi-line) as the data type, select a content type for the text data type using the Content drop-down menu.
  9. Optional: If you chose Choose from list or Choose from list (multi-select) as the data type, carry out the steps from 9.a to 9.d:
    1. Use the Show values from the following list drop-down menu to select the value list from which a value is to be chosen for the property.
      You can also filter the values in the value list by clicking Filter... and specifying the conditions that must be met in order for a value list item to be a selectable value for the property.
    2. Use the Filter the list by using the value of the following property drop-down menu to select the property by which available values are filtered. If you do not want to filter the values, select (no filtering).
      For more information, see Filter the list by using the value of the following property.
    3. Use the Sort values in the list in the following order drop-down menu to select the sorting order for the values.
    4. Check the Enable automatic permissions via this property option check box if you want to allow automatic permissions for this property.
      For more information, see Automatic Permissions.
  10. Use the Allow using this property with the following object type drop-down menu to select the object type that this property is used with, or select the All object types option if you do not want to restrict the use of this property to a specific object type.
  11. Optional: Check the Allow this property to be used as a grouping level in views option check box to allow this property to be used for defining a grouping level within a view.
    It is advisable to disable this option for properties that may contain classified information.

Results

The new property definition that you have just defined is added to the Property Definitions list and the property can be added to the metadata of objects in M-Files.
© M-Files Corporation 2016
Last updated 10/2016