Example: Daily Notifications for New Orders

This example shows how you can create a private notification rule for sending you a daily digest message of all the new order objects in the vault.

Note: To be able to use this feature, event logging and notifications must be enabled on the M-Files server. For more information about server settings, refer to Notification Settings (M-Files Admin).

Steps

  1. Open M-Files Desktop.
  2. Press the Alt key on your keyboard.
  3. In the menu bar, select Settings > Notification Settings.
    The Notification Settings dialog is opened.
  4. Click the Add... button.
    A dialog for creating a new notification rule is opened.
  5. In the Name field, give your rule a name, such as New orders.
  6. Change the Message delivery setting to A digest message once a day.
  7. Click the Define Filter... button.
    The Define Filter dialog is opened.
  8. Open the Properties tab.
  9. Click Add Condition.
  10. For the newly added property condition, select Class as the property, = as the operator, and Order as the value.
  11. Click OK to close the Define Filter dialog.
    You should now see the property condition 'Class' = 'Order' in the Filter field of the Notification Rule Properties dialog.
  12. Enable notifications for the event New document or other object.
  13. Optional: If you do not want to receive notifications for order objects created by yourself, enable the option Exclude notifications of events caused by the current user.
  14. Once you are done, click OK to save the rule and close the dialog.

Results

The new notification rule is added to the list in the Notification Settings dialog.
© M-Files Corporation 2016
Last updated 10/2016