Creating a New Workflow

Note: This content is no longer updated. For the latest content, please go to the user guide for M-Files Online. For information on the supported product versions, refer to our lifecycle policy.
  1. Open M-Files Admin.
  2. In the left-side tree view, expand a connection to M-Files server.
  3. Expand Document Vaults.
  4. Expand a vault.
  5. Select Workflows.
  6. In the task area, click New Workflow.
    Result:The Workflow Properties dialog is opened.
  7. In Name, enter a name for the workflow.
  8. Optional: In Description, enter a description.
  9. Optional: Click Add... to add states to the workflow.
    You can also add states with the New State command in the graphical workflow designer. Use the arrow buttons to change the order of the states.
    Note: If a class has a default workflow and a new object is created in the class, the first state is chosen automatically only if the first state is the first on the States list of the Workflow Properties dialog. The order of states on the list overrides the order of states in the graphical workflow designer.
  10. Optional: In Allow using this workflow with the following class, select a class if you want to let users select this workflow for objects of that class only.
  11. Optional: On the Permissions tab, change who can see the workflow.
  12. Optional: On the Advanced tab, enter an alias for the workflow.
    When you have automatic aliases in use and you write a name on the General tab, the Aliases field on the Advanced tab is automatically filled in. The alias has the format <predefined prefix>.<name>. Define automatic aliases for your vault in the configurations editor.
  13. Click OK.
The workflow you have just created is added to the Workflows list. You can add workflow states and state transitions to it by selecting the workflow from the list and using the tools on the Tools pane.