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Process maps can be used as any other template in M-Files:

  1. Simply create a map within the M-Files Create Menu.
  2. Select and activate the is template property on the metadata card of the Process Map Object (if you cannot select this option, contact your M-Files Administrator).
  3. These templates are now available for new process maps in the New - Process Map dialog.

Process map templates can contain various predefined contents:

  • Header with headline and logo
  • Your own symbols and icons
  • Metadata properties
  • Predefined shapes and colors
  • Traffic light or priority displays
  • Text areas incl. formatting

It is also possible to use representations for multiple processes and easily exchange the underlying M-Files process objects:

  • Process overviews
  • Departments
  • Teams

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