Since M-Files 2015.1, M-Files has provided a JSON-based mechanism for controlling some elements of the metadata card within the M-Files Desktop and M-Files Web interfaces. Through the M-Files Admin software, administrators can define a hierarchy of “rules”, each of which consist of a set of “conditions” and the resultant “behaviour”. When the metadata card is displayed, if the conditions are met then the behaviour is executed.

For example:

  • A condition may be “The object type is ‘Project’, and its ‘Priority’ is ‘High’”.
  • A behaviour may be “Add a header image to reflect the project priority, and add a description at the top of the metadata card”.

This would result in a header image - along with some text - being shown at the top of the metadata card for high-priority projects.

Note that the M-Files Web interface does not currently support all configuration features of the M-Files Desktop client. More information is available in the M-Files Desktop vs. M-Files Web comparison document.

Functionality by version

The functionality available differs by the version of M-Files installed on the client.

Functionality in M-Files 2018

Full documentation on the configuration options in M-Files 2018 is available in our knowledgebase.

Functionality in M-Files 2015.3

Full documentation on the configuration options in M-Files 2015.3 is available in our knowledgebase.

Functionality in M-Files 2015.2

Full documentation on the configuration options in M-Files 2015.2 is available in our knowledgebase.

Functionality in M-Files 2015.1

Full documentation on the configuration options in M-Files 2015.1 is available in our knowledgebase.