Creating Other Objects

Besides documents, you can also create other objects like customers and projects. You can thus use M-Files to manage, for instance, your customer database by adding and editing customer objects in the document vault. Similar to documents, objects such as customers and projects have a metadata card, but they can exist without any files. They are also deleted and edited the same way as documents.

Video: Creating New Objects

When you start creating a new object, the first thing you will see is the metadata card.

The metadata card for a new customer.

After you have entered the values for the mandatory fields (marked with an asterisk), the object can be saved by selecting Create. Selecting Cancel deletes the newly created object.

The Check in immediately option is selected by default to ensure that the new object is saved to the repository immediately after selecting Create. You can leave the object checked out to you if you plan to add additional metadata to it before saving the information to the vault.

Object types are defined using the M-Files Admin tool. For more information, refer to Object Types.

Example: Creating a New Customer

Before you begin

You must have a connection to a vault containing the customer object type.

Steps

Either:
1. Right-click on an empty space in the listing area and select New > Customer...
  or
2. Click New on the left-side task area, and then click Customer.
  or
3. Press Alt to open the menu bar and select New > Customer...
The New Customer dialog is opened.
In the Customer name field, enter the customer's name.
Optional: Enter other customer details in the available fields.
Click Add property to add additional customer properties.
Click Create once you are done.

Results

A new customer object is added to M-Files.