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M-Files User Guide
M-Files
User Guide
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  • Introduction
  • Daily Use
  • System Administration
  • FAQ
Index
  1. Home
  2. System Administration

    This section, intended mainly for M-Files system administrators, explains how to manage, maintain, and configure the M-Files system.

  3. Configuring M-Files
  4. Configuring Workflows
  5. Creating and Editing Workflows
  6. Workflow States
  7. Workflow State Actions
  • System Administration

    This section, intended mainly for M-Files system administrators, explains how to manage, maintain, and configure the M-Files system.

    • Setting Up and Maintaining M-Files
    • Configuring M-Files
      • Editing the Vault Metadata Structure
      • Managing Users and User Groups
      • Configuring Workflows
        • Graphical Workflow Designer
        • Creating and Editing Workflows
          • Creating a New Workflow
          • Workflow States
            • Adding States to a Workflow
            • Workflow State Conditions
            • Workflow State Actions
              • Set permissions, Delete, and Mark for archiving
              • Send notification and Set properties
              • Convert to PDF format
              • Run script
              • Assign to user
              • Create separate assignments
          • Workflow State Transitions
      • Named Access Control Lists
      • Installing and Managing Vault Applications
      • Using the Configurations Editor
      • Editing Notification Settings in M-Files Admin
      • Setting Up Web and Mobile Access to M-Files
      • Publishing Vault Content with Classic M-Files Web
      • Reporting and Data Export
      • Event Handlers and Scripts
      • Intelligent Metadata Layer
      • Customizing Server and Vault Behavior

Workflow State Actions

Use the Actions tab of the State Properties dialog to specify what happens when an object is moved to a specific workflow state. To open the dialog, see instructions on editing states.

Click on different parts of the screenshot below for a description of the settings.

Set permissions, Delete, and Mark for archivingSend notification and Set propertiesConvert to PDF formatRun scriptAssign to userCreate separate assignments
The actions are done in this order:
  1. Mark for archiving
  2. Assign to user
  3. Create separate assignments
  4. Send notification
  5. Set properties
  6. Convert to PDF format
  7. Set permissions
  8. Run script
  9. Delete

In this section

  • Set permissions, Delete, and Mark for archiving
  • Send notification and Set properties
  • Convert to PDF format
  • Run script
  • Assign to user
  • Create separate assignments
© M-Files Corporation 2024
Last updated 11/2024
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