How to create advanced notification rules

Overview

This document describes how to create advanced notification rules. Advanced notification is part of the M-Files compliance kit. Creation of advanced notification rules contains three steps: create enabling the rule in M-Files admin, creating a rule in M-Files Desktop, and modifying the rule.

Solution

Step 1: Enable rules in M-Files Admin

1. Open M-Files Admin
2. Browse into Server -> Document Vaults -> <your vault> -> Configurations -> Other Applications -> Compliance Kit -> Advanced Notifications -> Configuration
3. Set "Enabled" to Yes
4. Give the name for the Taskpane Command Button Caption, for example, "Notification Editor"
5. Set needed options, which you want to use

Step2: Create a rule in M-Files Desktop

1. Open M-Files Desktop
2. Click Create button and select "Notification Rule"
3. Fill in the "Name or Title" field, in this example, we use "Send an external notification"
4. Set "Enabled" to No
5. Set "Require State Change" to Yes or No, depending on your needs
6. Fill some temporary text into fields "Subject ( Template )" and Body ( Template ). In the next step, we will update these to correct ones
7. Click "Create" button

Step 3: Modifying the rule

1. Click the newly created rule and select from the left pane, this is the same name you defined in step 1 d.
2. Now the Advanced Notification rule editor will open and you can fill needed fields
3. Here is an example of how the rule could look:

Reference Documents

                        Compliance Kit - Configuration manual.pdf