Manage the M-Files User Interface

1. Edit Allowed For - Determine which user group is able to change those settings in the Save and Configure dialog of the editor. By default, all internal users can access this section.

• Add User group - You will encounter this feature more often in the Admin configuration. However, to avoid repetition, it will only be explained the first time. Here you can define which permissions individual user groups have during the creation of maps. If no user group is assigned, the default access rights are applied.

  

2. UI - Determine what the User Interface of the editor should look like. As mentioned above, these are default settings that can also be changed in the Designer tab of the Save and Configure dialog.

• Grid Visible - Determine whether a grid should be displayed within the editor.
• Grid Style - If you have selected Yes in the previous point, you can configure the appearance of the grid here. You have the choice between Grid (=solid lines), Crosses (=small crosses that are not connected to each other), and Dots (=dashed lines).
• Scale Visible - Set whether a scale should be displayed at the edges of the editor.
• Display Mode - Select whether the editor should be displayed as Endless (=borderless mode) or Page (=like single pages).
• Active Snaplines - When a shape is moved on the canvas, it orientates itself to already existing ones. This happens in the form of so-called snap lines, with which a shape snaps briefly when it is on a line with another. Here, too, you have the choice to enable or disable them.
• Navigator Visible - Choose whether a pictographic overview of the entire Process Map should be displayed in the lower-left corner of the editor.
• Show Sections on Color Palettes - Since M-Files Process Maps version 2.0, it is possible to include the colors of your vault, configured via the Theme Editor, directly into the Process Maps color palette. With this option, you can choose if this extension of the color palette should be accessible.
• Allow Panning (Viewer) - Select whether a user can freely move the selected map within the preview.
• Allow Selection (Viewer) - Select whether a user can click on individual elements within the preview and thus highlight them.
• Show Toolbar (Viewer) - Determine if the Toolbar is accessible within the preview (see Map Preview).
• Zooming Ratio (Viewer) - Decide whether the default Zooming Ratio of the preview should be based on the entire content of the map (Fit), the Width or the Height of the map. In addition, this can also be set to 100% (see Map Preview).
• Loading Indicator Color - Set the background color of the loading animation that is displayed when jumping from one map to another.
• Loading Indicator Highlight Color - Set the color of the loading animation itself, which is displayed when you jump from one map to another.

3. Map - Set how elements that interact directly with M-Files (e.g., commands and M-Files objects) are displayed.

• MF-Icons Visible - Specify whether M-Files objects that are brought onto the map should display an icon.
• MF-Icons Size (mm) -Specify the size of M-Files icons in millimeters.
• Commands Visible - Determine whether command icons should be visible.
• Command Size (pt) - Set the font size in which command icons should be displayed.
• Command Execution Indicator - Set whether a visual feedback (loading circle) should indicate the execution of a command.
• Command Indicator Timeout (ms) - If the execution of a command takes longer than the time defined here, a timeout occurs.
• Indicate Execution Error - Determine if the user should be informed that a timeout has happened.
• Preferred Font - Select from a list of numerous fonts which one should be used as default in your editor.

4. Smart Node - Change the default appearance of Smart Nodes.

• Background Color - Set the background color of all newly applied Smart Nodes.
• Corners Rounding - Set the curvature of the corners of a Smart Node.

1. Edit Allowed For - Determine which user group is able to change those settings in the Save and Configure dialog of the editor. By default, all internal users have access to this section. 2. Create and Maintain - Specify whether, by default, process maps establish and maintain relationships with linked M-Files objects.

• Edit Allowed For - Determine which user group is able to change those settings in the Save and Configure dialog of the editor. By default, all internal users can access this section.
• Save PDF With Map - Determine if a PDF file should be saved together with the Process Map.
• Save SVGs Of All Viewports - Decide whether an SVG file should be rendered from each viewport of a Process Map.
• PDF: Render Map Overview - Determine whether an overview of the whole map should be rendered as a PDF when saving a Process Map.
• PDF: Render All Viewports - Decide if PDF files should be saved from all its viewports when saving a Process Map.
• PDF: Render All Display Mode Pages - Besides the possibility to display an editor in endless mode, the map can also be displayed on multiple pages. With this item you decide whether these pages should be saved as a PDF file.
• Page Format - Set the format of the individual pages of the PDF on which the Process Map will be rendered. You can choose from A5 to A0. You can also select US Letter, US Legal and US Ledger.
• Page Orientation - Specify whether the PDF should be rendered in Landscape (=horizontal) or Portrait (=vertical) aspect ratio.
• Page Margin Left / Top / Right / Bottom (mm) - Define the page margin towards any direction.

1. View Association

• Edit Allowed For - Define which user group is allowed to associate Process Maps with M-Files Views in the Save and Configure dialog. By default, users with Full control of vault or Manage common views and notification rules rights can access this function.

2. Workflow Association

• Edit Allowed For - Select which user group is able to associate Process Maps with workflows in the Save and Configure dialog. By default, users with Full control of vault or Manage workflows rights can access this function.

3. Object/Class Association

• Edit Allowed For - Determine which user group can associate Process Maps with objects or classes in the Save and Configure dialog. By default, users with Full control of vault or Manage common views and notification rules rights can access this function.

1. Tree - Make changes to the appearance of the Storage tab.

• Open Storage - Specify here which Storage Tab should be invoked by default when opened by a user. Choose between Public and Personal.
• Display Mode - Set whether the contents of the storage should be displayed as Tile (=image of the element), or as Names (=only the name of the element).
• Tile Size (px) - If you have selected Tile as the display format in the previous option, you can specify its size here.

2. Tooltip - When you hover your mouse over an element, a tooltip with an enlarged image and the name of the element can appear. You can make settings for this here.

• Visible - Set whether a tooltip should appear.
• Delay (ms) - Set how many milliseconds the mouse pointer must be over an element for a tooltip to appear.
• Image Size (px) - Set the size of the tooltip.

3. Public Storage

• Edit Allowed For - Specify which user groups are allowed to edit the Public Storage. By default, only server and vault administrators can access this function.

1. MF-Colors - By default, a color palette is displayed here that uses the colors you chose in the Theme Editor of your vault. So you have access to the colors of your corporate design right from the beginning.

2. Colors - In this section, you will find the individual colors of a palette.

3. Editing a Color - When you expand a specific color, you can also change the name as well as the color tone. You can change the shade either by entering a hex code or by using a color editor. If you want to delete a color from your palette, click on the - button.

4. Add MapPaletteColor - Click here to add a new color to an existing palette.

5. Add MapColorPaletteConfiguration - If you want to create a completely new color palette, click here.

After clicking the Add HomeView button you will get these options to create a new HomeView.

1. ViewPath or ViewID - Enter here the ViewPath or the ViewID of the view you want to link a Process Map to.
2. Add HomeViewTab - After we have defined the View with the previous point, we will now determine the Process Map for it. For this, we have to expand the Tabs node and click on the button Add HomeViewTab.
3. Name - Set the name that will be displayed in M-Files Client as the tab name.
4. ID or GUID - Enter the ID or GUID of the Process Map you want to use as HomeTab.
5. Visible For - Specify which User Groups should be allowed to see this specific HomeTab. This feature can be used to show different start pages to employees of different branches.
6. Focus - Decide whether the tab with the linked map should be displayed immediately when the view is accessed.
7. SVG - Here you can choose whether the HomeTab should be rendered as a static SVG (Yes) or with its full interactive potential (No). Please Note: By not making the map interactive, you can get a huge increase in performance.
8. SVGInteractive - If you have decided to use a HomeTab in SVG format, you can set here whether the user can unlock the full interactive functionalities of the Process Map independently via a button in the HomeViewTab.
9. Lazy - You can also let your HomeViewTab load lazy. This means that the map is only loaded when it actually needs to be displayed. This way a big gain in performance can be achieved as well.
10. ShowOnSelection - Activate this option to display the map when a view in the client is simply selected and not yet open.
11. Persistent - Enable this item to display the map beyond its actual tab. If you activate this for a map assigned to the root view, it will be displayed as a static tab in every view of your M-Files Vault. For example, you can establish a central navigation menu or a process house that is always accessible by the user. If you assign the map to a specific view, this option will cause it to be displayed in all sub-views/virtual folders below it.

After clicking the Add WorkflowView button you will get these options to create a new WorkflowView.

1. WorkflowID - Use a drop-down list to select which workflow should be referenced.
2. State - To get this option, you need to unfold the StateIDs node. If you click on Add State you will get a list of all workflow states of the previously selected workflow. Select the state you want to add a Process Map to.
3. Add WorkflowViewTab - After we have defined the Workflow state with the previous item, we will now determine the corresponding Process Map for it. For this, we have to expand the Tabs node and click on the button Add WorkflowViewTab.
4. Name - Set the name that will be displayed in the M-Files Client as the tab name.
5. ID or GUID - Enter the ID or GUID of the Process Map you want to use as a WorkflowViewTab.
6. Focus - Decide whether the tab with the linked map should be displayed immediately when the object in the set Workflow state is selected.
7. SVG - Here you can choose whether the HomeTab should be rendered as a static SVG (Yes) or with its full interactive potential (No). Please Note: By not making the map interactive, you can get a huge increase in performance.
8. SVGInteractive - If you have decided to use a HomeTab in SVG format, you can set here whether the user can unlock the full interactive functionalities of the Process Map independently via a button in the WorkflowViewTab.
9. Lazy - You can also let your WorkflowViewTab load lazy. This means that the map is only loaded when it actually needs to be displayed. This way a big gain in performance can be achieved as well.

After clicking the Add ObjectClassView button you will receive these options to create a new ObjectClassView.

1. ObjectTypes - Select from a dropdown list the object type you want to associate with a Process Map.
2. Classes - Here you can select a specific object class that should receive a Process Map.
3. Add ObjectClassViewTab - - After we have defined the specific object class with the previous item, we will now determine the Process Map for it. For this, we have to expand the Tabs node and click on the button Add ObjectClassViewTab.
4. Name - Set the name that will be displayed in M-Files Client as the tab name.
5. ID or GUID - Enter the ID or GUID of the Process Map you want to use as an ObjectClassViewTab.
6. Focus - Decide whether the tab with the linked map should be displayed immediately when the view is accessed.
7. SVG - Here you can choose whether the ObjectClassViewTab should be rendered as a static SVG (Yes) or with its full interactive potential (No). Please Note: By not making the map interactive, you can get a huge increase in performance.
8. SVGInteractive - If you have decided to use the SVG format, you can set here whether the user can unlock the full interactive functionalities of the Process Map independently via a button.
9. Lazy - You can also let your ObjectClassViewTab load lazy. This means that the map is only loaded when it actually needs to be displayed. This way a big gain in performance can be achieved as well.