invoice number in excel to find it in m files

hi 

if i have an invoice number in cell a1 what vba code can i use in excel that it will open up m files and and find that invoice number

  • Hi ,

    You can add a a M-Files search URL to your Excel. (can be a concatenation of values) 

    m-files://search/<vault>?propertyvalue=<propdefID>/ <value>

    suppose your invoice number is a simple string Ex: INV14

    a sample URL searching in M-Files vault for  the invoice is:

    m-files://search/437EC91B-761B-4F86-9494-3F07A4F83831?propertyvalue=1232/TINV14

    where :

    • 437EC91B-761B-4F86-9494-3F07A4F83831 is the Vault GUID
    • 1232 is the Id of the Property Invoice#
    •  if the Invoice # is a simple text string it needs to be preceded by an uppercase T
    • INV14 is your invoice number 

    The url will open your desktop client:

    BR

    Jutta