Create Agreements (NDA), Statements, when person is hired #
Customer is large IT company and they are using M-Files HR solution. When their candidate is hired, entered the Active state Picture 1, M-Files automatically creates NDA and Statement.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image3-1-1024x579.png)
For each document they have defined templates in M-Files, Picture 2.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image4-2.png)
Employee object is created (Picture 3) and when it goes through workflow. When its entered Active state, two new documents will be created.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image5-1-878x1024.png)
Configuration of Object creation #
Source object that trigger creation of NDA and Statement is Employee. Both objects will be created from templates and required properties is Employee, Picture 4.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image6-1.png)
Documents Names are automatically calculated of Class and Employee, so we will need to add set Employee property.
![object creation configuration for source object](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image7-1.png)
![object creation configuration for new object](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image8-1-1024x698.png)
On a statement, we would like to add Current position, so configuration is like on Picture 7.
![object creation configuration for source object](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image9-1-1024x980.png)
Now when Employee is in active state, two documents are created, Picture 8.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image10-1024x678.png)
Create Tasks when a project is created #
Customer is using M-Files for Project Management. When Project is created, few specific tasks are created to project manager.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/image11-1-816x1024.png)
Creating copy of object and properties in new class and making copies of attachments and editing references on both ends. #
Source object that triggers the creation of Financial report is Incoming mail, which Text property has value “Financial report”. New object will be created from template (source object), Picture 10.
![](http://mfilesproducts.wpengine.com/wp-content/uploads/2022/04/Untitled-1.png)
After the new Financial report is created, copies of attachments are created and references are edited on Financial report and on attachments, as seen in the Picture 11.
![](https://mfilesproducts.wpengine.com/wp-content/uploads/2022/06/Untitled-1.png)