New Class

To create a new class in M-Files Admin, go to a vault in the left-side tree view and expand Metadata Structure (Flat View) > Classes. In the task area, click New Class.

The properties dialog of a new "Purchase Invoice" class.

In this Class Properties dialog, you can add new properties with the Add button. If the Required checkbox for the property is active, users must give a value for the property when they create an object with that class. The settings in this example make sure that Name or title and Document date are given for all Purchase Invoice objects.

The properties of a class can be a combination of normal M-Files properties and properties that are read from an external database. However, make sure that the external database connection is enabled before you add internal properties to a class.

Set As Name

Any property of the class can be set to specify the name of the object. This makes the naming of objects in a class more consistent. This property can be very useful when you work with automatic values (see Property Definition Automatic Values). For example, the automatic value of the property can be set to be the name of the proposal document.

Note: Templates are named without automatic values.

The Update names function (found on the M-Files Admin task area for a class) can be used to update the names of all existing objects in the class to conform to the new definition.

Default workflow for new objects

You can define a default workflow for new objects in this class. For example, all invoices can be set to use the invoice circulation workflow.

Force this workflow for new objects

If a specific workflow is forced for new objects in the class, the workflow cannot be deleted or changed. For example, the Purchase Invoice Approval workflow can be specified as compulsory for a new document created in the Purchase Invoice class.


You can define templates to be used when creating new objects in this class. To specify a document or other object as a template, add the property Is template and set it to Yes. Templates are class-specific. You can specify the template to be a part of several classes by specifying multiple classes for the object being used as a template, with the Additional Classes property.

Aliases (Advanced tab)

In the Advanced tab, you can specify an alias for the class. For more information, see Associating the Metadata Definitions.

Creating a New Class

Follow the steps provided below to create a new class to your M-Files vault.

  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. Expand Metadata Structure (Flat View), and then select Classes.
  6. In the task area, click New Class.
    Result:The Class Properties dialog for a new class is opened.
  7. In the Name field, type in a descriptive name for the new class.
  8. Using the Object type drop-down menu, select the object type that the class is to be associated with.
    The class can be selected only for objects of this type.
  9. Optional: Using the Properties table, define which properties are to be automatically added to the metadata card when this class is selected.
    For more information, see New Class.
  10. Optional: Using the Default workflow for new objects drop-down menu, specify the default workflow to be associated with the class.
    Enable Force this workflow for new objects to require the selected workflow to be used for any new objects with this class.
  11. Optional: On the Permissions tab, you can specify the users who may see this class or attach objects to it.
    For more information, see Permissions and Automatic Permissions.
  12. Optional: On the Automatic Permissions tab, you can specify whether or not objects of this class receive automatic permissions.
    For more information, see Permissions and Automatic Permissions.
  13. Optional: On the Advanced tab, you can define aliases for the class using the Aliases field.
    Use semicolons (;) to separate many aliases.
    For more information, see Aliases for Associating Metadata Between Vaults.

    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 Advanced Vault Settings.

  14. Click OK.
The new class is added to the list of classes in M-Files Admin and can be selected for objects in M-Files Desktop.

Assignment Class

When you are creating a new class with the object type Assignment, an additional tab appears to the Class Properties dialog, the Assignment Details tab. It enables you to select the assignment type and certain conditions related to the completion or approval of the assignment.

Assignment types

There are two types of assignments, task assignments and approval assignments. The assignees of the task assignments simply mark the assignment complete when they have successfully carried out the task, whereas the assignees of approval assignments have more say in the actual approval process: they can use the assignment for approving or rejecting the target object.

In both cases, you can set the completion of the assignment to require action from all or any assignees. You may also want to require an electronic signature.