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  • -M-Files Business Administrator
    • Commonly used M-Files terminology
    • How To Create Common and Restricted Views
    • How To Send Assignments Via Workflow
    • How To Create an Informative Workflow
    • How To Create a Document Review and Approval Workflow
    • How To Use Permissions in Workflows
    • How To Send Notifications via Workflow
    • Introduction to M-Files Manage
    • M-Files Manage: Cloud Vault Admin Access
  • +Hubshare Business Administrator

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M Files Administrator: Sending Assignments Via Workflow | Intelligent Information Management

Assignments are an important part of workflows. They transfer information and responsibility for task execution to the correct person automatically during a state transition. M-Files offers two types of assignments for use in connection with workflows.
By selecting Assign to User, you can create an assignment that does not result in a separate object. For more information visit https://www.m-files.com/user-guide/la...​

You can also have separate assignments created once the object workflow is moved to a certain state. For more information visit https://www.m-files.com/user-guide/la...​

00:26​-00:47​ Adding the "Set Properties" action
00:48​-01:27​ Assign to user
01:28​-02:06​ How the "Assign to User" works in the M-Files Desktop
02:07​-03:27​ Approval Assignment/Create Separate Assignments + Assignment classes, placeholders and state transition triggers
03:27​-04:24​ How the separate assignments work in the M-Files Desktop

- To find out more about M-Files Training Solutions click here https://www.m-files.com/en/dms-training​
- If you need more information contact us via https://www.m-files.com/company/contact/

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