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Create Workflow Maps

Workflow Maps are process maps like any other process maps. So they are created in the same way. Maps are stored in M-Files like any other object. They can be tagged with metadata, versioned, and quickly found using the search function.

Follow these steps to create a new workflow map:

  1. Open the Create menu.
  2. Choose a Process Map object.
  3. Specify what sort of map you would like to create. Select WORKFLOW as class.
  4. Click Next.
  5. Fill out the rest of the metadata card
  6. Click Create.

When filling out the metadata card, you need to specify which M-Files Workflow you want to model. Additional tags are:

Map Priority: integer If there are multiple workflow maps for a specific M-Files workflow, there must be a priority, which map is shown automatically from the preview and which other maps are shown in the dropdown. If selecting multiple maps from the dropdown, an order must be specified. The higher the number, the higher the priority.
Map Hidden: Yes/No If maps are hidden, they are not shown in the dropdown of the preview toolbar. They are not applied by the preview automatically. However, you can navigate to these maps using a command. For example, you can have a default map preview but you can offer a special map for a specific phase of the workflow with more details and guidelines. You can hide this map and only make it available when needed, as work step map, or workflow map forced to display through a navigate command.

Once created, double click on the map. Check-out the map and open the Process Maps Designer.

Now you can design your workflow map. On the right-hand side, you will find a list of the workflow states of the selected M-Files Workflow.

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