Workspaces
A workspace shows all content related to one object, for example, a customer. You can open a workspace for a customer object to see everything connected to it, for example, projects, documents, and contracts, as tabs.
A workspace is like a house
You can think of each object in M-Files as a house. When you enter the object workspace, it is just like stepping into the house. Inside the house, there are rooms (tabs), and each room (tab) contains one type of related content. You can move from room to room without leaving the house.
Using workspaces
To use workspaces, the vault administrator must configure which objects types can show related content. This is done in M-Files Admin in the Object Type Properties dialog. For more information, refer to step 13 in Creating a New Object Type in the user guide for classic M-Files Desktop. After configuration, M-Files creates a view structure and shows this structure as tabs inside the workspace.
- Double-click an object in a listing view.
- Open the context menu for an object and select Open workspace.
If a tab shows objects that can be opened in a workspace, you can open those workspaces also. For example, if you open a customer workspace and go to the Projects tab, you can double-click a project workspace to open a workspace for it. You can use the back function to go to the previous workspace.
Searching within workspaces
To search in the workspace, use the Search in this view field. When you write a search term in the search field and select Enter, M-Files highlights all matching items in that workspace.
Admin aid
Refer to these documents for more technical information: