Is there a way to attach a file

Dear All

I have a template that is associated with a workflow. Now I want the user to add a link to a file in M-Files or even attach a file on the metadata card itself before proceeding to the next stage. Is there a way or a workaround that I can implement in my metadata card.

Thank you 

Parents
  • You can create a new property definition of type "Choose from list Documents" and add this to your template. This would let the user find a document in M-Files and add a reference to it on the metadata card. You can add a filter to the property definition if you only want to see, for instance, documents of a specific class in this property.

    Then in your workflow state, you can add a post-condition "<property> is not empty" which would prevent the user from moving forward in the workflow before some document has been selected in the property.

Reply
  • You can create a new property definition of type "Choose from list Documents" and add this to your template. This would let the user find a document in M-Files and add a reference to it on the metadata card. You can add a filter to the property definition if you only want to see, for instance, documents of a specific class in this property.

    Then in your workflow state, you can add a post-condition "<property> is not empty" which would prevent the user from moving forward in the workflow before some document has been selected in the property.

Children