Adding States to a Workflow

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Open M-Files Admin.
In the left-side tree view, expand a connection to M-Files server.
Expand Document Vaults.
Expand a vault.
Select Workflows.
Select a workflow from the Workflows list and click New State on the Tools pane.
Result:The State Properties dialog is opened.
In the Name field, enter a name for the workflow state and, in the Description field, enter an optional description for the state.
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 Workflow State Conditions.
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 Workflow State Actions.
Click OK to close the State Properties dialog.
Click Save to save your changes.

The new state you have just defined is added to the workflow. The state can be seen in the graphical workflow designer.

For instructions on adding state transitions between states in a workflow, see Adding State Transitions to a Workflow.
To change the icons of the workflow states, open Metadata Structure (Flat View) > Value Lists. Then click Show All Value Lists, double-click Workflows, and finally click Contents. Select the workflow and the state and click Change Icon. For more information, see Changing the Icon of a Value in a Value List.
For instructions on creating a new workflow, see Creating a New Workflow.