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.

For each document they have defined templates in M-Files, Picture 2.

Employee object is created (Picture 3) and when it goes through workflow. When its entered Active state, two new documents will be created.

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.

Documents Names are automatically calculated of Class and Employee, so we will need to add set Employee property.

On a statement, we would like to add Current position, so configuration is like on Picture 7.

Now when Employee is in active state, two documents are created, Picture 8.

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.

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.

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.