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Create linked objects from template

One of the most popular ways to create new M-Files objects is to create them in direct context.

For example, new employment contracts or assignments for a selected employee or Excel files from ready-made templates can be created. These objects are linked directly to the object and can therefore also be viewed via the 360° view.

To make such action available within a process map, the following things are needed:

  • Create a Workflow Map which is linked with the associated object chosen from the list
  • Create an element to be clicked on such as a rectangle or drag and drop an object from the left side menu
  • Set the Reference Object to Associated Object
  • Create a command with the Create action
  • Set the options Create relation on the new object and Create from template
  • Select a template from which the new object should be created
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