Advanced rule configuration Archives - Extension Kit for M-Files | Unitfly

✨ New: AI-powered document analysis in M-Files! EXPLORE DOCUMENT AI

Solutions
Products
Pricing
Resources

Solutions
- DOCUMENT ACTIONS
  
  Work with barcodes, watermarks, and images
  Automatically add and read barcodes, or add or remove watermarks and images.
  
  Encrypt and decrypt files
  Automatically encrypt and decrypt files in M-Files.
  
  Work with electronic and digital signatures
  Automatically add signatures and digital certificates to your documents.
  
  Gain more control over your PDF files
  Merge, split, convert, undo conversion, and revert to the original document.
  
  Sync data between Excel or Word with M-Files
  Populate Excel and Word files or read data from documents to update/create objects in M-Files.
  
  Perform advanced file export/import
  Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
  
  AI and ML classification and metadata extraction
  Use the power of AI and Machine Learning to automatically classify and extract important documents.
  
  OBJECT ACTIONS
  
  Automate object creation and duplication
  Create and duplicate objects from templates and sync between vaults.
  
  Validate objects and metadata
  Control object permissions and validate related objects and metadata.
  
  Control object numbering and versioning
  Define any custom object versioning and numbering formats.
  
  INTEGRATIONS
  
  Advanced SQL integration
  Set property values from SQL, call stored procedures, execute SQL functions, and more.
  
  HTTP integrations
  Keep systems in synchronization using HTTPS and REST API.
  
  Microsoft 365 and Microsoft Azure integration
  Use Azure or Microsoft 365 services to exchange data with M-Files.
  
  REPORTING AND ANALYTICS
  
  Create reports from M-Files data
  Define the dataset and create scheduled or user-triggered reports in multiple formats.
  
  Export M-Files data for process analysis
  Export M-Files data in event-based format to analyze processes.
  
  PROPERTY OPERATIONS
  
  Automatically set property values
  Use prebuilt expressions like Math, Date, Regex, and other operations.
  
  Copy and set property values
  Set properties on objects or copy from other based on different rules and triggers.
  
  Count and math operations on related objects
  Enumerate related objects and apply math operations on properties.
  
  NOTIFICATIONS
  
  Send emails to external parties
  Send branded emails to external parties based on predefined rules.
  
  Send emails with attachments
  Define which documents you want to automatically attach to your emails.
  
  UI
  
  Embed web pages in M-Files
  Display external reports and web pages directly in M-Files tabs.
  
  No-code app builder
  Create custom business applications without coding
Products
Pricing
Resellers
Resources

Get started free

✨ New: AI-powered document analysis in M-Files! EXPLORE DOCUMENT AI

Solutions
Products
Pricing
Resources

Solutions
- DOCUMENT ACTIONS
  
  Work with barcodes, watermarks, and images
  Automatically add and read barcodes, or add or remove watermarks and images.
  
  Encrypt and decrypt files
  Automatically encrypt and decrypt files in M-Files.
  
  Work with electronic and digital signatures
  Automatically add signatures and digital certificates to your documents.
  
  Gain more control over your PDF files
  Merge, split, convert, undo conversion, and revert to the original document.
  
  Sync data between Excel or Word with M-Files
  Populate Excel and Word files or read data from documents to update/create objects in M-Files.
  
  Perform advanced file export/import
  Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
  
  AI and ML classification and metadata extraction
  Use the power of AI and Machine Learning to automatically classify and extract important documents.
  
  OBJECT ACTIONS
  
  Automate object creation and duplication
  Create and duplicate objects from templates and sync between vaults.
  
  Validate objects and metadata
  Control object permissions and validate related objects and metadata.
  
  Control object numbering and versioning
  Define any custom object versioning and numbering formats.
  
  INTEGRATIONS
  
  Advanced SQL integration
  Set property values from SQL, call stored procedures, execute SQL functions, and more.
  
  HTTP integrations
  Keep systems in synchronization using HTTPS and REST API.
  
  Microsoft 365 and Microsoft Azure integration
  Use Azure or Microsoft 365 services to exchange data with M-Files.
  
  REPORTING AND ANALYTICS
  
  Create reports from M-Files data
  Define the dataset and create scheduled or user-triggered reports in multiple formats.
  
  Export M-Files data for process analysis
  Export M-Files data in event-based format to analyze processes.
  
  PROPERTY OPERATIONS
  
  Automatically set property values
  Use prebuilt expressions like Math, Date, Regex, and other operations.
  
  Copy and set property values
  Set properties on objects or copy from other based on different rules and triggers.
  
  Count and math operations on related objects
  Enumerate related objects and apply math operations on properties.
  
  NOTIFICATIONS
  
  Send emails to external parties
  Send branded emails to external parties based on predefined rules.
  
  Send emails with attachments
  Define which documents you want to automatically attach to your emails.
  
  UI
  
  Embed web pages in M-Files
  Display external reports and web pages directly in M-Files tabs.
  
  No-code app builder
  Create custom business applications without coding
Products
Pricing
Resellers
Resources

Get started free

Advanced rule configuration

Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

About Extension Kit Core
User Interface
Installation
Groups and Modules

Essentials

How to Create Rules
Rule Execution
Common Features

Configurations

Orchestrator
Object Templates
Environments
- Calendar
- Mail server
Property Calculations
Property Operations
Document Processing
Auto State Transition
E-mail Notifications
Extended Assignments
Extended Auto Properties
Extended Permissions
Auto Numbering Properties
Object Operations
Property Builder
Validation
SQL Integration
HTTP Integration
Excel Reader
Excel Writer
- About the Module
- Configuration
Word Reader
- About the Module
- Configuration
Word Writer
- About the Module
- Configuration
Extension Methods
Versioning
Reporting
Data Transfer
- Configuration
- Use Cases
Vault to Vault
Archiving
Embedded Dashboards
- Module Introduction
- Configuration
Document AI
Logging

Resources

Roadmap
Release Notes
Extension Kit Academy
Community and Support
FAQs
Expert tips

View Categories

Home
Documentation
Extension Kit Core
Configurations
SQL Integration
Advanced rule configuration

Advanced rule configuration

Advanced rule configuration

Solutions

Products

Extension Kit Core
Extension Kit Document AI
Extension Kit REST Object Type
Extension Kit Cloud Connector
Extension Kit Process Intelligence

Resources

Documentation
Insights
Extension Kit Academy
Release notes
Join the community
Contact support

Get started

Pricing
Free trial
Contact us
Download center

Get updates and tips on Unitfly products!

Select the lists you wish to subscribe to

Products Newsletter

Extension Kit Tip of the Week

Auclio Newsletter

Please verify your request. *

Privacy & Cookie policy

© 2025 Unitfly