Action type #

Choose between different action types.

• Create (default): Create new objects manually or from a template. If selected, the New objects section is available for further configuration.
• Duplicate: Create duplicated objects from a template. If selected, the Duplicate objects section is available for further configuration.

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Duplicate objects #

This section allows users to configure objects that will be duplicated.

1. Expand Duplicate objects.
2. Click on Add Duplicate object.
3. Expand Duplicate object [1].

By default, the following fields become available:

• Template
• Rename template files
• Single file
• Iterator type
• Iterator property
• Properties to add
• Properties to remove
• Add new object reference on search result
• Iterator item property
• Iterator index property

Template #

Action type: Duplicate object > Duplicate object [1] > Template

Controls how template object is found. Note that a template can be any arbitrary object, it does not need to be marked as a template in M-Files to be used as an object creator template.

• Source (default): Select this option to select the source object as the template object.
• ReferenceOnSource: Select this option to find the template object by referencing the source object. This option reveals the Template property field.
• StaticObject: Select this option to find the template object statically. This option reveals the Template object section under which the Object type and Object ID are defined.
• SearchResult: Select this option to find the template object by search. This option reveals the Search conditions field.

Rename template files #

Action type: Duplicate object > Duplicate object [1] > Rename template files

Rename those template files whose name is equal to the template’s title to the new duplicated object’s title.

• Yes (default)
• No

Single file #

Action type: Duplicate object > Duplicate object [1] > Single file

Specifies whether document-type objects will be created as single or multi-file objects. NOTE! This applies to document-type objects that contain only one file.

• Yes (default): If this option is selected, the object will be created as a single object.
• No: If this option is selected, the object will be created as a multi-file object.

Iterator type #

Choose the iterator type.

• LookupProperty (default): Number of duplicates for each item from a multi-lookup property.
• IntegerProperty: Number of duplicates based on an integer property.
• Static: Number of duplicates based on your static input.
• Interval: Number of duplicates based on a cron expression and Start and End dates.

Iterator property #

Action type: Duplicate object > Duplicate object [1] > Iterator property

Specifies a property on the source to use as an iterator for creating new objects. For example, if Assigned to is used as an iterator, a duplicate object will be created for each assignee. Select from the list of available properties within a particular vault. The properties are referenced by a GUID or ID.

Iterator item property #

Action type: Duplicate object > Duplicate object [1] > Iterator item property

Specifies a property on the new object that will store the current iterator item. Select from the list of available properties within a particular vault. The properties are referenced by a GUID or ID.

Iterator index property #

Action type: Duplicate object > Duplicate object [1] > Iterator index property

Specifies a property on the new object that will store an index of the current iterator item. Index numbering starts at 1. Select from the list of available properties within a particular vault. The properties are referenced by a GUID or ID.

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Properties to add #

Duplicate object [1] > Properties to add

Specifies the properties that will be set on the duplicate object.

1. Expand the Properties to add section.
2. Click on Add Property Value.
3. Expand Property Value [1].

By default, the following fields are available: Property, Value from, Value type, Value, and Multi-select lookup & multi-line text behavior.

Property #

Duplicate object [1] > Properties to add > Property Value [1] > Property

Specifies the property from the source object that will be set on the duplicate object. Select from the list of available properties within a particular vault. The properties are referenced by a GUID or ID.

Value from #

Duplicate object [1] > Properties to add > Property Value [1] > Value from

This option specifies whether to get property value to use in new property dynamic expression from trigger source, from vault search object, or from explicitly specified search. Choose one of the following options:

• Source (default): Searches for the value from the trigger source.
• Vault Search: Searches the vault.
• Specify: Specifies where to get the value from. If selected, additional fields are available: Static search filters for Value from, Dynamic search filters for Value from, Search results sort, Exclude source from search results.

Static search filters for Value from #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Static search filters for Value from

Displayed only if Value from is Specify.

1. Expand Static search filters for Value from.
2. Click on Add Static search filter.
3. Expand Static search filter [1].

The Search condition field becomes available. This option specifies the static vault search filters. Multiple search filters are combined with the OR operator (at least one must be satisfied). Multiple search conditions within a single search filter are combined with the AND operator (all must be satisfied).

Dynamic search filters for Value from #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Dynamic search filters for Value from

Displayed only if Value from is Specify.

Dynamic expressions in these filters will be resolved from the trigger source. Multiple search filters are combined with the OR operator (at least one must be satisfied). Multiple search conditions within a single search filter are combined with the AND operator (all must be satisfied). NOTE! If static search filters are not set, then it is mandatory to include the target class condition in dynamic search filters.

1. Expand Dynamic search filters for Value from.
2. Click on Add Dynamic search filter.
3. Expand Dynamic search filter [1].

The Dynamic search condition field becomes available.

1. Expand Dynamic search conditions.
2. Click on Add Dynamic search condition.
3. Expand Dynamic search condition [1].

Additional fields become available: Property, Operator, Value, and Mode.

Search results sort #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Search results sort

Displayed only if Value from is Specify.

Specifies how to sort search results.

1. Expand Search results sort.

The following fields are available: Sort by and Sort direction.

Sort by #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Search results sort > Sort by

Displayed only if Value from is Specify.

Specifies the property by which the objects from the search result will be sorted.

Sort direction #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Search results sort > Sort direction

Displayed only if Value from is Specify.

Choose between ascending or descending order of the search results.

• Ascending (default)
• Descending

Exclude source from search results #

Duplicate object [1] > Properties to add > Property Value [1] > Value from: Specify > Exclude source from search results

Displayed only if Value from is Specify.

Specifies whether to exclude the source object from vault search results. This option is useful when there are multiple objects with the same name, as it allows users to exclude the object that triggered the rule.

• No (default): The source object will not be excluded from vault search results.
• Yes: The source object will be excluded from the vault search results.

Value type #

Duplicate object [1] > Properties to add > Property Value [1] > Value type

Controls how the property value will be calculated: directly by copying the value from the source or as a function of selected property values.

• Value (default): If this option is selected, you must specify Mode. Additionally, this section includes options for Multi-select lookup and multi-line text behavior.
• Function: This option allows you to perform advanced actions with properties. For example, you can concatenate two properties from the source object (such as first and last name) into a single property on a new object. If selected, the Functions section becomes available, with the following fields: Functions group, Function, and Function parameters.

Multi-select lookup & multi-line text behavior #

Duplicate object [1] > Properties to add > Property Value [1] > Value type: Value > Multi-select lookup & multi-line text behavior

Displayed only when Value type is Value.

If the property is a multi-select lookup or multi-line text, this setting controls how the selected value will be updated. There are three options:

• Overwrite (default): The existing value will be overwritten.
• Append: The selected value will be appended to the existing value.
• Remove: The value will be removed.

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Properties to remove #

Duplicate object [1] > Properties to remove

Specifies properties on the template object that will be removed from the duplicate object.

1. Expand the Properties to remove section.
2. Click on Add Property.

The Property field is available, which specifies the property to remove from the duplicate object. Select from the list of available properties within a particular vault. The properties are referenced by a GUID or ID.

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Add new object reference on search result #

Duplicate object [1] > Add new object reference on search result

This option adds a new object as a property on the search result object. When expanded, the Property and Multi-select lookup behavior fields are available.