Setting Up M-Files Widgets

Note: To configure the modules of a hub, you must have hub admin rights. To configure the modules of the organization-level hub, you must have organization-level admin rights.

Before you add M-Files widgets or connections to M-Files, make sure that your organization-level admin has set the M-Files extension as active. For more information, see Adding Connections from M-Files Hubshare to M-Files.

As a hub-level admin, you can add a connection from M-Files Hubshare to M-Files in a hub. To do this:

  1. On the sidebar of a hub, move your cursor to the Manage hub icon () and select Configuration and style.
    Result:A pane opens to the right side of the user interface.
  2. Expand M-Files integration.
  3. Select New configuration.
    Result:The Configure dialog opens. In the dialog, the mandatory fields show an asterisk (*).
  4. In the General tab, enter the necessary information.
  5. Select the Authentication tab.
  6. In the Authentication tab, select one of the authentication options.
    If you select the Use identity provider authentication option, you can select to use a user account or an application account. By default, the user account option is selected. To use an application account, enable the option Use an application account.
  7. Optional: If you selected the Use identity provider authentication option, click Connect.
    Result:The configuration is connected to the selected user or application account.
  8. Select the Security tab and enter the necessary information.
  9. Click Save.
The configuration is now ready to be used in an M-Files widget configuration.