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Open M-Files Admin.
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In the left-side tree view, expand a connection to M-Files server.
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Expand Document Vaults.
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Expand a vault.
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Select Workflows.
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In the task area, click New
Workflow.
Result:The Workflow Properties dialog opens.
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In Name, enter a name for the workflow.
- Optional:
In Description, enter a description.
- 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.
- 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.
- Optional:
On the Permissions tab, select who can see the
workflow.
- 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.
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Click OK.
