There is a feature to pop up the metadata card of an object and have it updated when another object in the listing view is selected. You can pop up the metadata card by choosing an object and pressing ALT-ENTER or by right-clicking an object and choosing 'Properties'.
This feature is practical when a lot of manual metadata updating is needed, as the main window and metadata card can be arranged side by side.
A short description of the functionality:
- Once the pop-up is first opened, it is updated when a new object is selected.
- Saving changes in the pop-up will not close the pop-up.
- Discarding changes in the pop-up will close the pop-up. Changes can be discarded simply by selecting a new object.
- The pop-up can be closed by the upper right corner window close (X). Possible unsaved changes are then automatically discarded. This works the same way as in the regular pop-up.
- A pop-up is a list/search specific: when, e.g., a new search is performed, the pop-up will be automatically closed. Then a new pop-up needs to be opened for items in a new search results list.
- If selecting an object that has no metadata - e.g., a view, the popup is not updated (shows the previously shown object). Once a new object is selected, the popup is updated again.
- You can use file content preview from the metadata card by clicking
on the top right.
The feature is disabled by default and can be activated separately through Advanced Vault Settings.
- Navigate to M-Files Admin and to your Document Vault - Configurations
- Expand Advanced Vault Settings - Configurations - Client - Desktop - Metadata Card
- Set 'Allow Single Metadata Card Popup Only' to 'Yes'
- Save
