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Has anyone created a Purchase request form and process in M-Files?

Hello,

wondering if anyone has created a form you can fill in via M-Files so that it can then be sent on for approval prior to passing to a Purchasing team who can adjust to suit and possibly push through to another system via an integration.

Thank you.

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Dr. Martin Lisowski over 1 year ago in reply to Craig Hawker +2

That's the one! DMS-Factory have a bunch of useful add-ons, tbh.
Craig Hawker over 1 year ago in reply to Dr. Martin Lisowski +1

This one? ContextView | M-Files Catalog

Parents

0 Dr. Martin Lisowski over 1 year ago

I believe that partner DMS Factory has an add-on that streamlines working with line items that belong to a parent object, originally designed for invoice processing. Maybe it would also work with purchase requests. I think it's called Context View or similar and it should be in the Solution Catalog.

OK, found this video (in German but you get the idea): www.youtube.com/watch
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0 Craig Hawker over 1 year ago in reply to Dr. Martin Lisowski

This one?
ContextView | M-Files Catalog
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0 Craig Hawker over 1 year ago in reply to Dr. Martin Lisowski

This one?
ContextView | M-Files Catalog
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0 Dr. Martin Lisowski over 1 year ago in reply to Craig Hawker

That's the one!

DMS-Factory have a bunch of useful add-ons, tbh.
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Has anyone created a Purchase request form and process in M-Files?

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