Specifying Hierarchical Properties

To set a property of your choice to use an object-based hierarchy, do the following steps:

  1. Open M-Files Admin and go to a vault.
    1. Open M-Files Admin.
    2. In the left-side tree view, expand an M-Files server connection.
    3. Expand Document Vaults.
    4. Expand a vault.
  2. Select Configurations and expand Advanced Vault Settings.
  3. Expand the Configuration node and select Real Object Type Hierarchies.
  4. Select the Hierarchies > Add Hierarchy.
  5. Expand the newly created node and specify the values according to the information in the table below.
    Setting name Description Example value
    Hierarchy Name The name of this hierarchy definition. The name is only shown in the configurations editor. Construction site continent
    Target Property The property that uses the value list hierarchy specified in the Hierarchy Property setting. Can be the same as Hierarchy Property. The property must be of the data type Choose from list or Choose from list (multi-select). Construction site continent
    Hierarchy Property Specifies the real object type based value list hierarchy to be used. The property selected here is automatically set to be hierarchical as well. The property must be of the data type Choose from list. Belongs to area
  6. Click Save.
When the property specified in the Target Property setting is added to object metadata, the value selection drop-down menu shows a hierarchically ordered list of values based on the property specified in the Hierarchy Property setting. For an example, see Creating an Object-Based Hierarchy.
Note: After the changes have been saved and M-Files Server has been restarted, end users must log out from and log back in to the vault to be able to use these type of lists. To log out all vault users, restart the vault. However, taking a vault offline must always be done in a controlled manner and the vault users must be notified beforehand.