Creating a New Workflow

  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 opens.
  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, select who can see the workflow.
  12. Optional: On the Advanced tab, enter an alias for the workflow.
    Use semicolons (;) to separate many aliases.
    When automatic aliases are 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>. Configure automatic aliases for your vault in Advanced Vault Settings.
  13. Click OK.
The new workflow is added to the Workflows list. To add workflow states and state transitions to it, select the workflow from the list and use the tools on the Tools pane.

For more information, see Adding States to a Workflow and Adding State Transitions to a Workflow.