Create New Objects with a Reference Object

Think about creating tasks, suggestions or documents referring to your process map. Think about registering bugs or ideas for a piece of machinery. The potential use cases are endless. Creating new objects with a reference to the underlying map or to the M-Files Object that already exists on the map, is easy and a very powerful tool.

Here are the steps to create a new assignment for an underlying M-Files object.

1. Bring the M-Files object to the canvas or create a shape or symbol and drop the M-Files object on it.
2. Go to the properties pane and into the COMMANDS section.
3. Click the + sign
4. Go to Action and select the CREATE Command. You will notice that the target zone changes.
5. In the Target list, you will find the potential new objects.
6. Select Assignment
7. Click ADD.

When you now click on + , you will be asked for all potential data for this object. You will be able to choose a name, a class etc.

There are two very helpful checkboxes:

'Create relation on the new object': This automatically assigns the underlying object to the newly created object. The relation becomes expendable in the M-Files 360° View.

'Create from template (select template below)' This displays all objects or document templates with “is template” metadata set to true. This way you will be able to pre-configure metadata content, class and workflow.