To show a map, when an object or document is in a specific state (and only then), can be a powerful tool for workplace support. While Workflow Maps are shown always and for any state, the Work step maps can be more specific. Or you could use them to handle exceptions and provide guidance in special cases.
Contrary to Workflow Maps, maps shown here, do not automatically highlight specific zones or interpret the workflow states directly. The idea is, that these maps provide guidance along the way. Work Step tabs can be linked directly to one or more workflow states. Work step tabs are only displayed if the selected object is on the desired workflow and in one of the selected states.
These maps can e.g. contain detailed information on the execution of a task or status change.
The Work Step Map could e.g. answer the leading questions:
Basically, Maps for Workflow steps are created via the Save and Configure dialog. You can find this dialog in the Designer toolbar. Once the Save and Configure dialog is opened, you need to switch to the Show With Workflow
tab.
Since it is usually desired that only more experienced users have the ability to create maps for workflow steps, this tab is by default only enabled for Vault Administrators. If other user groups should have access to this tab, this can be defined in the M-Files Admin configuration.
Save
, the configurations are written to the server. They do not become active right away. Changes will take effect after re-login.
TIP: We suggest to use Lazy
loading and SVG
display as the standard for simple guides or cheat sheets. If they are interactive, then use the option Make Interactive
to keep your system in high performance.