Automatically fill in objects value from the original object

A couple of options for your consideration and testing:

1. Automatic Filling of Properties can dynamically copy properties if the sub-contract has a reference to the main contract (not sure if this is what you meant with parent relationship, a normal reference is enough so it doesn't require subobjects to be defined - check the linked document for an example)
2. Object Creator can be used to create the sub-contract and copy certain properties from the main contract. From the user perspective they would first select the main contract and then use the Object Creator command to create the sub-contract (i.e. this wouldn't work when you click + on the metadata card).

Hi Joonas,

Thanks for your answer. Object creator is not what we want to use here (for several reason).

Not sure my post what very clear so I made a "video" screen shot + the configuration of automatic property filling.

Clients is a list of société, filtered.

I don't understand why at least société is not automatically filled in in "contrat maître" and neither why client is not too in "sous-contrat".

Have you tried setting the "Rule Evaluation Order" to "Before Metadata Card Configuration" (last option under automatic property filling settings) and ask for confirmation to false?

Also if you have any object type set in "Property Prefilling" that is not the one you are trying to fill, it will only work on those object types. If it's blank it should work for all types.

If none of that works you can also try to move that class outside that object type to a new one, so there's only one class of that particular object type as it then auto-fills the class also.

Hi cv3tko

Thanks for your help.

I tried your suggestions ie :

• rule evaluation to before metadata Card Configuration
• Ask for confirmation to false
• No properties in Property Prefilling

None of that works.

Note sure to have well understand the last suggestion, but I create a new object with a single class with 2 properties : name and  "societe" ( the predefined property for a "societe" object type)

try to create one by ricght clicking on a "societe" object and it did not work :-(

These are two different use cases from M-Files perspective.

1) When you create the new contract (contrat maître), you are in the search results in the video if I understood correctly. Have you tried doing this from a view? I.e. create a view that shows those Société objects (e.g. filter by object type = Société) and start the contract creation from the view. M-Files should prefill the Société property automatically, at least it did in my quick test. Support article: M-Files Desktop: Change how Property Prefill Works

2) The automatic filling of the Client information should work if you first finish the creation of the main contract, then start creating the sub-contract and select the main contract for it in a property (Choose from list Documents, filtered by class "contrat maître"). That's the use case the automatic filling is designed for. I don't think you can get it working the way you showed in the video (i.e. start creating sub-contract before the main contract is created).

Hi Joonas, 

Thanks for your time and help.

It seems to me quite unbelievable that, when creating an object from another one, M-Files does not fill automatically the corresponding property. What is the goal in this case to get the create funion from an object ? Is there a roadmap to improve this ?

Thus said,

I tried point 1.

Even in a society view, M-Files is not prefilling the society automatically. I try this un several other test Vault, and none of them have this behaviour (unfortunatelly)

Concerning, point 2, I can understand that if you did not save the object, the new one will not automatically get its corresponding property. The autofilling of other properties after one linked to them is selected is OK (ie : choosing in the MDC one "contrat-maitre" will full automatically the corresponding society and/or contact).

BUT the contrat maitre will not fill automatically when creating the subcontract from it

Thanks again.

What about creating a Backlink from the new Object to the Source Object via Managed Property and make the Property you want to fill an Automatic Property based on the Managed Property?

This is how I tested the first case: I have a view which lists customers.

In the view, I select a customer and create a new document. The Customer property is automatically filled.

Since you are working for our reseller, you may want to raise an Implementation Support Request on this so the partner support team can assist you.

Hi Joonas,

I will raise a Support Request.

For me, it works when you are creating a new document; not if you are creating another type of object ...

I asked a few times why there are such differences between Document and other Object Type, Document has some exclusive Features and Regular Object Type has some exclusive Features.. If M-Files would combine them we would have a better Object Type..