Workspaces

Note: This feature is in development for M-Files Web and the new M-Files Desktop. More functionalities will be available soon.

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.

You can open a workspace in two ways:
  • Double-click an object in a listing view.
  • Open the context menu for a view and select Open workspace.
Note: To open a workspace, the object type must have relationships defined.

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.

Admin aid

Refer to these documents for more technical information: