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Metadata Card Configurations - Groups

JasmineB
With the update to M-Files metadata card groups are managed differently, and now have the section of groups above the rules that you need to use the groups in. Is there suggestions on how to best manage these? I have been creating a new "Group" every time I want to use a new group on a rule, but wasn't sure if people are reusing there groups or perhaps what the best way of moving forward with these. I am not sure of any implications of reusing groups, but I have almost 50 already now, and only see that number increasing.

Any thoughts?
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  • OK, now I see what you mean. We agree on the purpose and general use.
    In fact I have just created a setup where I used the same 3 groups for 2 different object types (hardware and related documents). Some of the properties were common for both object types and some were specific to one of the object types. I just put all of the relevant properties from both object types into the same group. It works fine, because the metadata card will only show properties that are present on the object at hand. So even though there is eg 10 properties in Group 1, it will only show property 1, 2, 3, 4, 6 and 8 when looking at hardware, and it will show property 1, 2, 3, 4, 5, 7, 9 and 10 when looking at documents.
    So you can indeed reuse groups, and it makes sense to do so if they have at least some properties in common.
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  • OK, now I see what you mean. We agree on the purpose and general use.
    In fact I have just created a setup where I used the same 3 groups for 2 different object types (hardware and related documents). Some of the properties were common for both object types and some were specific to one of the object types. I just put all of the relevant properties from both object types into the same group. It works fine, because the metadata card will only show properties that are present on the object at hand. So even though there is eg 10 properties in Group 1, it will only show property 1, 2, 3, 4, 6 and 8 when looking at hardware, and it will show property 1, 2, 3, 4, 5, 7, 9 and 10 when looking at documents.
    So you can indeed reuse groups, and it makes sense to do so if they have at least some properties in common.
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