Limiting M-Files Assignments

Hi All,

I have a bit of an interesting challenge that I'd like to automate a solution for, but not sure if there's a great solution.

M-Files (unfortunately) has a very limited user base in my organization though I occasionally need to pass through M-Files assignments to non-frequent M-Files users. This means that these non-users do have M-Files user accounts.

One individual in particular (at the corporate level) has said that he will only use M-Files for a specific project for specific tasks (workflow tasks for for reviewing/approving Contract Documents), and that all other M-Files notifications, assignments, etc. will be ignored. Is there a way to only allow assignments to be generated for that individual for the Contract Documents workflow but not for other workflows (e.g., a meeting document approval workflow)?

One (inelegant) idea I have is to create a separate person object that is only visible to the person who initiates the Contract Document approval workflow (that Person object would be labeled such that it's obvious what it's for). The user account for that particular User would be tied to that person object. The person object that everyone else can see would not be tied to a user account (and thus wouldn't receive automatically-generated M-Files assignments.

Any other suggestions would be appreciated!

Thanks in advance

Thoughts?

Parents
  • Hi AKmarsh,

    Interesting demand. Good to see that other also have very demanding customers :).
    I am wondering how do you create notifications and assignments in the first place: do you use assignments on workflow states?
    Is this person somehow involved in other document types and workflows and argue not get notifications and assignments there?
    Can you exclude his account when you prepare notifications in workflow states for specific workflows (I assume you have already tried that and he is potentially in some groups you send the notification)?
    I have recently similar feedback from the user: they don't like so much notifications and would like to decide when notification is sent.
    I know there is an API (never used it though) to create assignments programmatically. So, if you would take the burden of assignments creation from those state configs perhaps you could control it better. Also not so elegant. I think on notifications you have APIs, I posted recently in forum.

    Good luck and let us know.
    Dejan
Reply
  • Hi AKmarsh,

    Interesting demand. Good to see that other also have very demanding customers :).
    I am wondering how do you create notifications and assignments in the first place: do you use assignments on workflow states?
    Is this person somehow involved in other document types and workflows and argue not get notifications and assignments there?
    Can you exclude his account when you prepare notifications in workflow states for specific workflows (I assume you have already tried that and he is potentially in some groups you send the notification)?
    I have recently similar feedback from the user: they don't like so much notifications and would like to decide when notification is sent.
    I know there is an API (never used it though) to create assignments programmatically. So, if you would take the burden of assignments creation from those state configs perhaps you could control it better. Also not so elegant. I think on notifications you have APIs, I posted recently in forum.

    Good luck and let us know.
    Dejan
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