Mobile, easy way to add documents to an object?

Customer is in the construction business. Carpenters have M-Files on their phone. They have a personalized View showing only the cases/projects that they are working on. This limits the selection to a few cases out of many thousands. The carpenters need to add pre- and post photos to M-Files. Preferably they should be able to select the relevant case object from their personal view and then add documents to that case without having to fill any metadata but the name and title (which could also be automated). When creating a new document it is easy enough to add photos to it from the phone's camera.

I don't see any options to work this way. It seems they have to create a new document from scratch and add the case object manually. This is not something you can easily convince a carpenter to do! Any ideas on how we might get close and create an easy and acceptable process?

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  • M-Files Mobile can prefill metadata based on the view where the creation is started, so one option would be to add a view such as "Documents by Case" where Case is used as a grouping level. If the carpenters then create the new documents in these case-specific views they would be automatically linked to the correct case.

    The document naming could be automated for instance with Managed Properties or Property Calculator.

  • This should work. And having a preview of the objects that users selects from the list would be awesome. So user can see details of the object s/he is selecting.

    Another option directly adding photos to the object. It's fairly easy to do when you have a view with objects in it.

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  • This should work. And having a preview of the objects that users selects from the list would be awesome. So user can see details of the object s/he is selecting.

    Another option directly adding photos to the object. It's fairly easy to do when you have a view with objects in it.

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