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Workflow condition based on metadata of a related Assignment object

Dounia BAZIZI

Hello,

I have a document (called CG) which is in a workflow.
This document is linked to an Assignment object.

I would like the document to move to the next workflow state only when the related Assignment has the metadata 'Reason' not empty.

Is it possible to configure such a condition in M-Files workflows?

Thanks in advance for your help.

  • 0

    This should be feasible provided that each document is associated with only one assignment.

    At a high level, the steps are:

    1. Configure Compliance Kit's Managed Properties to automatically create a reference from the document to its corresponding assignment. As a result the assignment is displayed in a property on the document’s metadata card, which is required for the next step. This property can be hidden with metadata card configuration if you like.
    2. Define the workflow transition condition so that it triggers when Assignment.Reason is not empty.
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