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should uniquely identify the document. When multiple documents are found,
this will result in an error.
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Index data: Specify properties that must be set in M-Files as metadata for the uploaded file. Any
existing values will be replaced with the given value.
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Field:Enter a property, or click the button between the Field and Value columns to select
one of the properties defined for this particular Document Class in the Metadata Structure
of the Vault on the M-Files server.
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Value: The (new) value of the property.
Note: The plugin will fail if a required property is missing from the Index data, or if the Index
data contains a property that does not exist for the chosen Class.
Use the Index data buttons to:
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Add and remove properties.
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Change the order of the properties by moving them up or down. This is for convenience
only; to the M-Files Server, this order is not important.
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Validate properties and check for duplicates. Any properties that have already been
defined higher up in the list are displayed in orange. Any properties that are not defined in
the Metadata Structure for the selected Document Class are displayed in red.
Note that values are not validated.
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Add missing properties. Any properties that are defined in the Metadata Structure for the
selected Document Class, but not specified in the Index data, are added to the Index data.
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Response:
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Store response in a variable (optional):Specify a variable if you want the plugin to store
the JSON response that it gets from the M-Files server.
Advanced properties
To get access to the following properties tabs, right-click the plugin in the process and select
Advanced Properties.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
Check the option Use as step description to display the text next to the icon of the plugin in the Pro-
cess area.
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