Send notification and Set properties

Send notification

To send a notification, enable Send notification on the Actions tab and click Define. In the Notification dialog, click Add to specify the recipient users and user groups. The Select Users or User Groups dialog has also options to select users from metadata or from state transition.

User from metadata

You can use pseudo-users in state transitions. For example, you can specify that only the project manager can accept invoices that are linked to the project. With pseudo-users, the right to do state transitions is not assigned to a specific person. Instead, object metadata specifies the right dynamically.

User from state transition

You can use previous state transitions to select the users. For example, only the user who originally moved the document to the Approved state can move the document from that state to Approval undone.

Subject and Message

Enter the notification subject and the message.

Use the Add Placeholder buttons to insert values from the object metadata to the subject line or message content (see also the placeholder descriptions under Personalizing Notification Messages).

Set properties

It is possible that different object properties and values are added or changed when an object's state is changed. For example, you can specify that the Published version label is given to a drawing when it is moved to the Approved state.

Use the properties of the data type Date, Time, or Timestamp to have M-Files use the time value of the state transition as the property value.