Unitfly Community - Recent Posts

RE: Signed: Vault to Vault

jwittkopf — Thu, 04 Jun 2026 18:26:46 +0000

@nikatilic I'm working on the transferring with SFTP and I can get the data to transfer. The one thing that I'm struggling on is I only want the one object/document to send to the SFTP. I have it set to Trigger type = Object entered state and Trigger source with Class and State filled out. Theory is when a document gets into a workflow state I want the file to be transfered.

Issue I'm having is how do I just export the one Object/Document that hit the workflow state? I have tried to use the Document=%.% but that doesn't seem to get any results. I can have it transfer all documents that are currently in that state but just wanting the one that triggers the event.

HTTP module, Authorization requires a fresh bearer token (Microsoft 365 Business Central)

Karl Lausten — Tue, 02 Jun 2026 12:18:51 +0000

Getting access to the BC API we need to provide a bearer token for Authorization. It can be created in Postman, Authorization, Auth Type "OAuth 2.0" using a URL like this https://login.microsoftonline.com/{tenant id}/oauth2/v2.0/authorize while providing the Client ID and Client Secret. The challenge is that this token is only valid for a short period (a couple of days I believe). Therefor I need to configure a process that retrieves a fresh token on regular intervals and saves it to a property in M-Files. That should enable the use of the same property for dynamic insertion of the valid token in the header of any regular POST or GET operation.

It can be operated on a schedule, but I am not quite sure how to configure the "get a fresh bearer token" process. It does not seem to be a regular "GET" operation. Any suggestions on how to do this part?

The screenshot is from Postman.

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EK Core - Data Transfer - System administrator role required- Cloud

andreast — Thu, 28 May 2026 11:14:37 +0000

EK Core - Data Transfer

I would like to use the EK Core data transfer to export data via SFTP. During configuration, I received a message stating that I need the System Administrator role. As I am on a standard M-Files Cloud account, how can I implement this?
Should I create a ticket for the M-Files support team, or do you have any other suggestions?

Join our first Auclio webinar

Ines Falak — Wed, 20 May 2026 07:59:46 +0000

Hello everyone,

We’re hosting our first Auclio webinar to show how M-Files partners and users can build custom business applications without coding.

In the session, we’ll introduce Auclio, show practical examples of what can be built, and explain how it helps create tailored interfaces, portals, forms, dashboards and process-specific applications faster.

👉🏼 Save your seat

Version 26.5.0 of Extension Kit Core released

Ines Falak — Tue, 19 May 2026 12:18:05 +0000

Hello everyone,

Extension Kit Core v26.5.0 has been released, featuring the following key updates:

Object operations: option to iterate by files in Create action (Iterator)
Document AI: improved document classification
Word Writer: multi-level sorting support
Improved handling of custom placeholders (PlaceholderTextExt)

👉 Read the full release notes

👉 Visit the Download Center to upgrade to the latest version

Kind regards,

Ines

Answer to: Signed: Vault to Vault

Nika Tilic — Tue, 12 May 2026 06:43:53 +0000

Hi Jeff,

Vault to Vault feature is only available in older versions of our cloud solution. The last version that includes it is 25.5.1, and it can be downloaded here: Extension Kit Core Cloud Release History - Extension Kit for M-Files | Unitfly

Due to the new security policy, there are currently no plans to bring this feature back. Although it is not the simplest workaround, you can place an SFTP server between the two vaults and use our Data Transfer module to export and import objects from one vault to another.

Best regards,

Nika

Signed: Vault to Vault

jwittkopf — Mon, 11 May 2026 18:20:01 +0000

I see that Vault to Vault feature is no longer supported in signed version for M-Files Cloud. We plan on migrating to M-Files Cloud soon and utilize this feature. Is their plans to bring this back?

Thanks

Jeff

Answer to: Is it possible to import file(s) from a folder?

Nika Tilic — Thu, 23 Apr 2026 11:40:38 +0000

Hi @kornelk,

Your use case can be covered by combining two of our modules: Data Transfer (for importing from external sources such as FileShare and SFTP) and the XML Processing module (for extracting metadata from your XML file).

Your folder structure should be hierarchical, meaning each file group (like the one in your example) should be placed in its own folder. This allows the system to correctly recognize which files belong together.

Here are some helpful resources and examples:

Data Transfer Documentation: Data Transfer Archives - Extension Kit for M-Files | Unitfly
XML Processing: XML Processing Archives - Extension Kit for M-Files | Unitfly
Creating M-Files Objects From XML Files: Property operations - Extension Kit for M-Files | Unitfly
Importing and Exporting Data in M-Files: Content operations - Extension Kit for M-Files | Unitfly

I hope these materials help you build your use case. If you have any further questions or need assistance with the configuration, feel free to reach out!

Best regards,

Nika

Is it possible to import file(s) from a folder?

kornelk — Wed, 22 Apr 2026 11:19:16 +0000

Is it possible to import file(s) from a folder - like the M-Files Connection to external sources - but create a mutli file document - and metadata from the XML file next to the pdf and other attachement?

For example:

the folder: C:\IMPORT\In on the M-Files server

the folder contains some files:

invoice_012345.pdf - the invoice

invoice_012345.xml - the invoice metadata

invoice_012345_att1.xlsx - the invoice attachement 1

invoice_012345_att2.eml - the invoice attachement 2

Answer to: Visual signatures with separate assignments

Nika Tilic — Wed, 22 Apr 2026 07:39:13 +0000

Hello @blaz-koskonicaminolta-si,

Could you please explain your workflow in a bit more detail? Are all approvals updating the same property via a Property Operation rule, or does each approval update its own property? A complete understanding of the process would help me suggest the best solution.

In general, all Document Processing rules update the Version label property. When its value changes to AddSignatureStateAction, you can be sure that the document has been signed. You can use this as a trigger for automatic state transitions in your workflow.

P.S. I’m sorry I missed your previous question - were you able to resolve it?

Best regards,

Nika