Hiding Properties in M-Files Desktop

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Use the settings in this section to make M-Files Desktop show only a selected set of properties in these places:

Selecting properties to be shown in the Insert Column list

To select which properties are shown in the Insert Column list:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, click Advanced Vault Settings.
    7. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand Columns > Insertable Columns.
  3. Set Hide Default Insertable Columns to Yes.
  4. Expand Visible Insertable Columns.
  5. Click Add Column.
  6. As the value of the Column setting, select a property that you want to add to the list.
  7. Repeat steps 5 and 6 for as many properties as necessary.
  8. Click Save.

Selecting properties to be shown in the Add property list

To select which properties are shown in the Add property list:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, click Advanced Vault Settings.
    7. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand Properties > Visible Properties.
  3. Set Hide All Default Properties to Yes.
  4. Expand Property Definitions.
  5. Click Add Property definition.
  6. As the value of the Property definition setting, select a property that you want to add to the list.
  7. Repeat steps 5 and 6 for as many properties as necessary.
  8. Click Save.

Selecting properties to be shown for search options

To select which properties are shown for search options:

  1. In M-Files Admin, go to the Advanced Vault Settings section.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
    5. Click Configurations.
    6. In the navigation area, click Advanced Vault Settings.
    7. Open the Configuration tab.
      Result:The advanced vault settings are shown.
  2. Expand Search > Advanced Search Properties.
  3. Set Hide All Default Properties to Yes.
  4. Expand Property Definitions.
  5. Click Add Property Definition.
  6. As the value of the Property Definition setting, select a property that you want to add to the list.
  7. Repeat steps 5 and 6 for as many properties as needed.
  8. Click Add Value List.
  9. As the value of the Property Value List setting, select a value list that you want to add to the list.
  10. Repeat steps 8 and 9 for as many value lists as necessary.
  11. Optional: Change the value of the Checked out / Checked out to setting if you want to hide the properties Checked out, Checked out to, or both from the list.
  12. Click Save.