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M-Files Compliance Kit: Allow parent state change when all children meet conditions

Last updated on 4 January 2022

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Hierarchy Manager (Compliance Kit)

Overview

Compliance Kit can be used to control "parent" object state when all "child" objects meet certain conditions.  The module used here is Hierarchy Manager (see Knowledge Base).
This can be useful when, for example, Project cannot be moved to a certain state unless all tasks meet certain conditions.
 

Solution

Solution sample:
I have 2 object types, Mother and Child. Child points to Mother via a property.

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I have a simple workflow. Draft state just automatically moves the object to appropriate state according  to class.

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Permissions for state transition from "In progress (mother)" to "Complete" are limited. I want the Mother to automatically make this transition when all the Children pointing to it are in Complete state.

This is the hierarchy manager rule. The blue info icons show more information about each setting.

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Now, when all the children have been moved to "Complete" state, the Mother object will move automatically to Complete.

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