Offline Availability

You can make objects available in the offline mode with the Mark for Offline Availability function or with Offline filters. For information on how to go offline and online, see Going Offline and Going Online.

Marking for Offline Availability

You can make individual objects, a group of objects, views, or virtual folders available offline. If you make a view or virtual folder available offline, M-Files creates a new offline filter for it. This way, all new objects that meet the filter conditions are automatically updated to the offline view. For information on how to edit the offline filter that you created, see Offline filters.

To mark objects, views, or virtual folders for offline availability:
  1. Select the objects, views, or virtual folders that you want to make available offline.
  2. Press Alt and select Operations > Offline Availability > Mark for Offline Availability from the menu bar.

    The selected documents are shown in the Offline view.

Removing Offline Availability

To remove the offline availability:
  1. Select the objects, views, or virtual folders that you want to remove from the Offline view.
  2. Press the Alt key and select Operations > Offline Availability > Remove Offline Availability from the menu bar.

    The selected documents are removed from the Offline view.

Offline filters

You can define filters to make sure you have access to important objects without a network connection from Other Views > Offline.

To remove the offline filter, select Delete from the filter context menu. This only removes the offline filter, not the view.

Example: Creating an Offline Filter for a Project

  1. On the M-Files home screen, go to Other Views > Offline.
  2. Press Alt to open the menu bar.
  3. Select Create > Offline Filter.
    Result:The Offline Filter Properties dialog is opened.
  4. In the Name field, enter a name for your offline filter.
    The name is shown in the Offline listing area.
  5. Click Define Filter to specify the conditions that objects must meet to be shown in this view.
    Result:The Define Filter dialog is opened.
  6. On the Properties tab, click Add Condition and add these conditions:
    1. From the Property drop-down menu, select Project.
    2. From the Operator drop-down menu, select =.
    3. From the Value drop-down menu, select a project.
  7. Click OK to close the Define Filter dialog.
  8. Select Show documents and other objects.
  9. Click OK.
The offline filter is shown in Other Views > Offline. This lets you access all the documents and objects in this view when the connection to M-Files Server is not available.