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Property Operations - setting a property from reference object

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Topic starter

I'm struggling to figure out if this is possible.  I followed the use case guide for Property Operations which works for when I want to change a property on the Reference Object from the Source property but is there a way to reverse this?

 

I would want it to trigger on Source change.  I have a reference property on the source but would like the reference object property to be copied to the source.

 

I was thinking that Copy Mode would need to be set to OnSourceObject then have a dynamic search condition, but I feel like I'm missing something. Not sure if the %.% is what I'm looking for or if I just use a different dynamic value.

 

Here is a screenshot of what I have been testing so far.

 

image

 

Thanks

jwittkopf Topic starter 07/01/2025 9:40 pm

Looks like I'm able to get the Job Title copied over from the Reference if I use a Static Search but I can't figure out the Dynamic Searching.  I have used %.% and {Active Employee} for the dynamic search.

 

For the Job Title I used this and it seemed to work.

image
jwittkopf Topic starter 07/01/2025 11:48 pm

I was overthinking this.  I was able to get going with just the M-Files built-in auto-calculating properties.  example:  %PROPERTY_123.PROPERTY_321%

 

I would still be curious if Extension Kit could do this for other use cases, but the auto-calculating will work for this instance.  I think I'm just having issues with the dynamic searching. 

1 Answer
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Hi @jwittkopf

so if you want to copy value of some property from the reference on your source, you were on the right track with the second screenshot:

image

When ever source is triggered, it will populate "Text property" property with a value that is on the Customer property referenced on the source

 

Your first screenshot example would be used something like this:

 

image

Here, I am searching for objects with the Object type = Document and the same value for the "ID property" as our source.

Then I am getting all of their values and populating them on our source.

So lets say "Specify" is getting 3 documents with "ID property" as our source.

Then the rule will get all 3 values from those objects.

 

I hope I understood you and explained it well.

 

Answer

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