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Job Aids along the Way
In addition to process documentation, Job Aids along the Way are a widespread use case for process maps. The aim is to display work aids depending on the situation and to offer them to your users when they need them or could need them. Your M-Files client will be complemented by Process Map tabs, which then allow graphical explanations, visual menus, jumps to other views, objects or documents, or even external applications.
Thus, the focus is on providing support at the workplace when using M-Files. This is especially helpful for users who are being introduced to the specific structures of an M-Files vault.
Since process maps can really carry any content, the usage scenarios are endless and limited only by your imagination.
- Rules or work instructions, guidelines that apply to the processing of a specific task,
- Cheat sheets with decision-making aids,
- Alternative menu structures with insight into different views - for example as overview cards,
- Workflow maps that show the status of an object in the M-Files workflow and what further next steps are possible,
- Dynamic invocation of templates, query of views, call of third-party applications via http - all depending on a specific situation.
Which situations can trigger the offering of Job Aids?
| Field of application | Explanation |
|---|---|
| Start of M-Files | Show an external web site as a tab. |
| Entering the root view (persistent) | Provide a graphical main menu and leverage corporate design. |
| Selecting (not entering) a view with the mouse | Explain, what is to be found in that view and how the objects or documents in that view are typically processed. |
| Entering a view | Explain, what is to be found in that view and how the objects or documents in that view are typically processed. |
| Entering a view and navigating in its sub views (persistent) | Show a map as long as a user is in a view and in its subviews. |
| Selecting an object of a specific type or class | Show a map, when an object of a specific class is selected. |
| Selecting an Object in a specific Workflow State | Show a map, when an object is selected, that has a specific workflow state (show different maps for different states). |
| Selecting an object on a specific Workflow | Show a map, when an object is selected, that travels on a specific M-Files workflow. |
See the following sections on how to link the maps to the specific triggers: