Editing Notification Settings in M-Files Desktop

You can set M-Files to inform you by email about certain events, for instance about changes made to objects. This can be useful when you wish to keep track of modifications made to a certain document. Note that you must have read permissions to a document to receive notifications related to it.

Video: Creating Notifications in M-Files

Note: To use this feature, event logging and notifications must be enabled on the M-Files server. For more information about server settings, see Editing Notification Settings in M-Files Admin.

You can access the Notification Settings dialog in M-Files Desktop by clicking your username in the upper right corner and selecting User Settings > Notification Settings.



You can set M-Files to inform you by email of modifications made to objects.

Creating a new notification rule

Open the New Notification Rule dialog by clicking the Add... button in the Notification Settings dialog.

Give the rule a name. Under Notification sent, select When a selected event occurs or When object matches the conditions of the filter. The content of the dialog changes based on your selection.

Message delivery

Select one of the message delivery options explained in the table below.

Option Description

Notification messages disabled

Select this option to disable notification messages.

A separate notification message for each event

Select this option if you wish to receive a separate message for every event that meets the rule. The message is sent immediately whenever the notification rule is met.

Note: This option is not available if you selected When object matches the conditions of the filter under Notification sent.

A digest message once a day

Select this option if you wish to be informed of events via a digest message once a day.

If you selected When object matches the conditions of the filter under Notification sent, select the days on which you wish to receive the digest message.

The time when the message is sent is set by the system administrator in M-Files Admin. For more information, see Editing Notification Settings in M-Files Admin.

Notification recurrence

Select whether you want to receive a notification for an object only once or on each day that you selected in Message delivery. The selection is available only if you selected When object matches the conditions of the filter under Notification sent.

Filter

Define a filter. The filter determines the group of objects to which the notification rule applies. For more information about filters, see Defining a Filter for a View.

Event subscriptions

If you selected When a selected event occurs, enable the check box for all the events that should trigger a notification message to be sent.

Exclude notifications of events caused by the current user

Select this option if you do not wish to be informed of events caused by yourself, such as modifications that you yourself have made to an object. This option is available only if you selected When a selected event occurs under Notification sent.

Private and common rules

If you want a notification message to be sent only to you, select Private rule. If you want a notification message to be sent to several selected recipients, select Common rule. M-Files Admin is used for specifying the permissions for creating a common rule. For more information, see Manage common views and notification rules in this table.

Recipients

Specify the users or user groups who will receive notifications on the basis of this rule.

Enabling push notifications for the M-Files mobile apps

You can enable push notifications for M-Files Mobile by following the instructions in Setting Up Push Notifications for the M-Files Mobile Apps.