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 from individual objects:
  1. Select the objects that you want to remove from the Offline view.
  2. Press Alt and select Operations > Offline Availability > Remove Offline Availability from the menu bar.

    The selected documents are removed from the Offline view.

Note: To remove the offline availability from views or virtual folders, you must remove the offline filter. See Offline filters.

Offline filters

You can define filters to make sure you have access to important objects without a network connection from Other Views > Offline. See Example: Creating an Offline Filter for a Project.

To remove an offline filter, go to the Offline view, right-click the offline filter and select Delete. In the confirmation dialog that is opened, click Yes.

Important: When you remove the offline availability from a view or virtual folder, make sure that you run the Delete operation in the Offline view. Otherwise, M-Files deletes the whole view.

Example: Creating an Offline Filter for a Project

  1. In the All view (see View navigation), 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.