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Activate a Specific Workflow from Metadata

Good Day,

I need to a way to trigger/use a specific workflow depending on the Metadata or user...

So example:

User A saved the document in class "Drawings" - Use workflow A

User B saved the document in the same class "Drawings" - But Use workflow B

So I cant set the default workflow for new object on the class under Properties since I need to trigger deferent workflows...

Parents
  • Sounds a bit odd. Is it not possible to stick with the same workflow and then just go down different paths depending on the user?

  • Yeah, I think I will go that route for now.

    This is going to be for external users that access M-Files and from different companies, just afraid the workflow might become "to massive" or complicated when we onboard allot of external users/companies, since every scenario will be different depending on the contract we have on hand. I will go and think a bit on how I can make the workflow a bit more "intelligent"... 

    Thank you.

Reply
  • Yeah, I think I will go that route for now.

    This is going to be for external users that access M-Files and from different companies, just afraid the workflow might become "to massive" or complicated when we onboard allot of external users/companies, since every scenario will be different depending on the contract we have on hand. I will go and think a bit on how I can make the workflow a bit more "intelligent"... 

    Thank you.

Children
  • Still - is the process itself different for each external company, or is it just some variables that could be saved on the Company object and retrieved from there while executing the workflow.

    Making a specific branch in the workflow for each company does not sound like a feasible solution. But perhaps a few paths with different processes based on a group setting in the Company object might do?

  • Thanks, you directed me in the right direction, looks like I should be able to achieve this by Using "Subtypes of the object type" for Contract > External Company > External User, and this gives a nice filter on the Metadata Card for the User as well (Once they select the correct Contract then they will only see the corresponding External Contractor and the the External Users linked to that External Company...)

    And then I can use pseudo_users https://userguide.m-files.com/user-guide/latest/eng/pseudo_user.html in my workflows...

    And then like you said just create a few paths for the "other" different processes that might be needed.