---
title: Other modules
description: "> Welcome to **Expert Tips**— a growing collection of practical tips and real-world examples to help you get the most out of Extension Kit Core. > > > > This page focuses on the following modules: **E-mail Notifications**, **Reporting, Environments,…"
url: "https://extensionkit.unitfly.com/documentation/expert-tips-other-modules/"
updated: "2026-02-03"
category: Resources / Expert tips
---

# Other modules

> Welcome to **Expert Tips**— a growing collection of practical tips and real-world examples to help you get the most out of Extension Kit Core.
>
>
>
> This page focuses on the following modules: **E-mail Notifications**, **Reporting, Environments, Orchestrator, Embedded Dashboards, Extension Methods, Auto State Transition,**plus **Logging.**

> To get a new expert tip delivered to your inbox every week, **subscribe to the Tip of the Week newsletter [here](https://pages.unitfly.com/extension-kit-newsletter-subscription).**

---

 E-mail Notifications HTML formatting and attachments in email notifications

## HTML formatting and attachments in email notifications

Want your M-Files email notifications to look clean, professional, and visually appealing (think branded headers, styled sections, or CTA buttons)?

With the **Email Notifications** module in **Extension Kit Core**, you can send emails that not only reflect your brand using custom HTML but also include attachments directly from M-Files.

**Why use this module?**

The Email Notifications module gives you the flexibility to design emails that match your communication style:

- Create rich, styled layouts using **custom HTML**
- **Attach documents** or files from M-Files objects
- Trigger notifications based on **any event or condition**

**Example configuration**

Let’s say you want to send a notification when an object enters a specific state. The email should:

- Match your brand style
- Include a document attachment
- Feature a call-to-action button

Here’s how you can configure it (Picture 1):

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/07/Email-notification-1-654x1024.png)
Picture 1: The example configuration in Email Notifications.

And here’s what the final email looks like — clean, styled, and effective (Picture 2):

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/07/Email-notification-2-788x1024.png)
Picture 2: Branded and styled email notification from M-Files.

You can still send plain-text notifications if you prefer. But if you're aiming for a branded or more complex layout, HTML gives you full creative control.

---

 Automatically send documents as email attachments

## Automatically send documents as email attachments

With Extension Kit Core, you can easily set up rules to automatically send selected documents from M-Files via email, exactly when you need and to the right recipients. A smart way to save time and make sure the right files reach the right people.

**Use case**

A simple example: when a project moves to the **Approved** state, the project manager (PM) automatically receives all related documentation via email.

**Configuration**

All project documentation is attached to the Project OT, containing both PDF and DOCX files (Picture 1).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Email-attachments-1-1024x769.png)

Picture 1: Project documentation contains both PDF and DOCX files.

The rule is configured to select only PDF files and send them to the PM (Picture 2), using the

***.pdf** filename wildcard.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Email-attachments-2.png)

Picture 2: Configuration in the E-mail Notifications module.

**Result**

The PM receives an email with only the project’s PDF files attached (Picture 3).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Email-attachments-3-2-1024x439.png)

Picture 3: The email with only PDF files attached.

---

 Reporting Understanding rule execution in the Reporting module

## Understanding rule execution in the Reporting module

In the Reporting module, it’s important to note a key behavior when using certain trigger types combined with a specific export destination.

**Prevented rule execution**

In the Reporting module’s rule configuration, if the **Trigger type is set to ObjectChanged** or **ObjectMetadataChanged** and the **Export destination is** **Vault**, the rule will not be executed. This occurs because adding a report to the source object is detected as an object change, which would normally re-trigger the rule, potentially causing a loop. To prevent the looping, the system will not execute the rule. This event will be persisted in the log and noted in the validation messages within the configuration.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-1.png)

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-2.png)

**How to resolve the issue**

If your rule is not executing as expected due to this configuration, there are two main solutions:

1. **Change the Trigger Type**: Modify the trigger type to something other than ObjectChanged or ObjectMetadataChanged.
2. **Use Monitored Properties**: Add a specific property to Monitored properties, ensuring that the rule executes only when the specified property changes on the source object.

---

 Flexible reporting: Choose your format and destination

## Flexible reporting: Choose your format and destination

The **Reporting module** allows you to quickly and easily **extract raw data from M-Files** and turn it into **structured reports**. You can define which objects and classes to include, choose the export format, and decide where the report should be delivered.

Here's how a simple report looks in each of the **four supported export formats.**

**Export file formats and destinations**

Available formats:

- **HTML**
- **Word**
- **Excel**
- **CSV**

Reports can be:

- Sent by **email**
- Stored in the **vault**
- Saved to **disk**
- Uploaded to an **SFTP location**

**Example configuration**

Here’s an example of a rule that generates a report containing information about employees in a company. The rule collects all objects of the **Employee** class (OT Person) and exports their properties in a predefined format (see Pictures 1 and 2). The report is then sent via email and includes the following properties:

- Display Name
- First Name
- Last Name
- Department Name

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-1-771x1024.png)
Picture 1

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-2-761x1024.png)
Picture 2

**Export format: HTML**

The export format in this configuration is **HTML**, which is delivered **directly in the email body** (Picture 3).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-3-Edited-1024x656.png)
Picture 3: Example of an HTML report embedded in the body of the email.

**Export format: Word**

To export data to **Microsoft Word**, select **Word** as the **export format** in the configuration. You can choose between a table (Picture 4) or a text layout (Picture 5). The report is sent as an **email attachment**.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-4-940x1024.png)
Picture 4: Example of a report formatted as a table in Word.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-5-942x1024.png)
Picture 5: Example of a report formatted as text in Word.

**Export format: Excel**

To export data in an Excel file, select **Excel** as the **export format** in the configuration (Picture 6).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-6-945x1024.png)
Picture 6: Example of a report exported as an Excel file.

**Export format: CSV**

Select **CSV** as the **export format** in the configuration to create a plain text report (Picture 7).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Format-7-944x1024.png)
Picture 7: Example of a report formatted and exported as a CSV file.

With multiple export formats and destinations, the Reporting module adapts easily to the company's existing systems and document formatting preferences, making reporting faster and more flexible.

---

 Export destination options in the Reporting module

## Export destination options in the Reporting module

The **Reporting module** in Extension Kit lets you create custom reports based on triggers in M-Files or predefined schedules. You can tailor reports by selecting the format, specifying when and how reports are generated, or where they will be stored.

In this tip, we’ll focus on the **Export destination** feature, which allows you to configure where your exported reports are saved or delivered. Let’s explore the available destinations and their uses.

**Export destination overview**

When configuring an export in the Reporting module, you can choose from four different destination options:

1. **Vault** Save reports directly to your M-Files Vault for centralized storage. This option is ideal for keeping reports easily accessible, securely stored, and integrated within your document management system, providing a single source of truth.
2. **Disk** Save reports to a local or network drive. This is perfect for archiving reports in shared folders or integrating with external systems that rely on file-based access.
3. **Email** Send reports as email attachments. This is ideal for quickly distributing reports to external stakeholders or team members.
4. **SFTP** Securely transfer reports to an SFTP server. This method is perfect for sharing reports with external systems, partners, or services that require secure data exchange.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Reporting-Export-destination.png)

**Business purpose**

To streamline your reporting processes, consider combining export destination with scheduled tasks. For example, automate weekly reports to save them in the Vault for internal records, send a copy via Email to stakeholders, and securely transfer it via SFTP to an external partner.

---

 Environments Reduce repetitive configuration with Environments

## Reduce repetitive configuration with Environments

In Extension Kit Core, the **Environments** option is designed to help **reduce repetitive configuration** by allowing you to define common settings once and use them across multiple rules.

**Example**

Currently, Environments are available for **Calendar settings**. You can define non-working days in your Calendar environment (Picture 1) and then apply it to any Extended Auto Properties rule that uses calendar data (Picture 2).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/07/Environments-1.png)
Picture 1: Example of Calendar environment configuration.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/07/Environments-2.png)
Picture 2: Using Environments as a Calendar setting source in Extended Auto Properties.

Instead of manually defining non-working days for each rule, you can simply reference the environment, **saving time and reducing errors**.

---

 Centralized connection management with Environments

## Centralized connection management with Environments

**Connections in Environments**

In Extension Kit Core versions 25.7.0 and 25.10.0, **connection configurations were moved to the Environments** module, enabling centralized and more efficient management of external service connections.

You can now configure different types of connections directly within Environments (Picture 1):

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Environments-connections-1.png)
*Picture 1: Connections within the Environments module.*

**Configure once and reuse**

Connections can still be configured at the **rule group/rule level**, but now you also have the option to **pull existing connections from Environments**.

This is especially useful if the same connection is used in multiple modules. For example, if the same mail server is used for Email Notifications, Data Transfer, and Reporting, you only need to configure it **once** in Environments and reuse it wherever needed (Picture 2).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Environments-connections-2-1024x248.png)
*Picture 2: Pull the existing HTTP credentials configuration from Environments.*

**Key things to remember**

- **Alias is mandatory**: Each connection must have an alias, as aliases are used to reference connections in modules and rule groups (Pictures 3 and 4). After adding or updating an alias, make sure to **refresh the configuration and/or restart the vault** so the connection becomes available.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Environments-connections-3.png)
*Picture 3: Setting up an Alias.*

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Environments-connections-4.png)
*Picture 4: Using the Alias to pull the connection from Environments to the HTTP Integration module.*

- **Re-enter Mail Server passwords**: When upgrading **from any version earlier than 25.7.0 to 25.7.0 or newer**, you must **re-enter the Mail Server password in Environments.** Otherwise, migrated configurations may fail to send notifications. This is required only when upgrading from a pre-25.7.0 version.

This update in Extension Kit Core brings greater control over your external integrations and helps eliminate repetitive configuration across modules.

---

 Embedded Dashboards How to embed web pages in M-Files

## How to embed web pages in M-Files

Tired of switching between browser tabs to check a dashboard or an external tool while working in M-Files? With the **Embedded Dashboards** module in Extension Kit Core, you can bring external content — like reports, dashboards, or websites — directly into M-Files.

**Display external content in M-Files**

Depending on your use case, you can choose between two ways to display external content:

- **Persistent dashboards** These appear in a dedicated tab for all users, regardless of the object they’re viewing. Perfect for company-wide tools, such as reporting dashboards or help guides.
- **Floating dashboards** These appear conditionally, based on object properties. Ideal when you want to show content related to the currently selected object. Let’s say a manufacturing company maintains a product catalog on its website. You could store each product’s URL in a property and configure a floating dashboard that displays the matching product page when that object is selected in M-Files.

**Example: Displaying dynamic dashboards**

Here’s an example of configuring floating dashboards using national parks (Picture 1).

Each national park object in M-Files has a property with a link to its official webpage. A rule in the Embedded Dashboards module is configured to show a webpage in the Website tab based on the selected park.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/embed-web-pages-1.png)
Picture 1

**The result**

The user sees external content (like a public webpage) seamlessly displayed within M-Files (Pictures 2 and 3):

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/embed-web-pages-2-1024x554.png)
Picture 2

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/embed-web-pages-3-1024x533.png)
Picture 3

**Technical notes**

- Works only in the new M-Files Web and new M-Files Desktop clients.
- Some websites (e.g., Google Maps, YouTube) may restrict embedding due to browser security policies.

This feature helps you centralize external tools, reduce context switching, and keep key resources directly in the M-Files interface.

---

 Orchestrator How to orchestrate rules in Extension Kit Core

## How to orchestrate rules in Extension Kit Core

The Orchestrator module enables you to coordinate and manage the execution of rules in Extension Kit Core. However, **linking rules to the Orchestrator requires defining an alias.** Follow these steps to set it up correctly:

1. **Enable Advanced configuration mode** for the rule you want to orchestrate. Otherwise, the alias field won’t be available.
2. **Enter the alias and save your changes** – After defining the alias, click **Save.** (Picture 1)

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Orchestrator-Alias-1.png)

Picture 1: Define the Alias in the rule you want to orchestrate.

3. **Refresh the configuration** (Picture 2) - This step is essential for the alias to appear in the Orchestrator. Without refreshing, the newly created alias won’t be visible in the Orchestrator’s dropdown menu.

1.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Orchestrator-Alias-2.png)

Picture 2: To refresh the configuration, right-click on Configurations in the vault and select **Refresh.**

Once you've saved the changes and refreshed the configuration, the alias will become available in the Orchestrator, allowing you to orchestrate the rule as needed. (Picture 3)

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Orchestrator-Alias-3.png)

Picture 3: After saving and refreshing the configuration, you’ll find the alias in the Orchestrator rule.

---

 Why and how to use the Orchestrator module

## Why and how to use the Orchestrator module

The Orchestrator module allows you to **coordinate multiple rules in Extension Kit**, giving you more control over how and when rules are executed. With Orchestrator, you can:

- **Chain multiple rules and define the execution order**. You can set rules to run sequentially or simultaneously, ensuring they happen in the correct order or at the same time.
- **Define specific conditions for rule execution**. For example, you can trigger rules based on rule success or failure, such as "execute this rule only if another rule succeeds” or "trigger this rule if a previous one fails.”

Rules can be orchestrated within the same module or across different modules. To orchestrate a rule:

1. Set a **Trigger type** to **Orchestrated** within the rule configuration of a desired module.
2. Create a rule within the **Orchestrator** module.
3. Within Orchestrator, choose the module and the rule to be orchestrated and configure the additional conditions.

The example below shows the configuration of the rule *Offer - Set discount and total amount based on offer type* within the Orchestrator module. The rule is set with one orchestration condition, with separate configurations for rule execution depending on whether the condition is met or not.

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Tip-of-the-week-Orchestrator-Example.png)

Example of orchestrated rule configuration within Orchestrator

---

 Execution mode when orchestrating Validation rules

## Execution mode when Orchestrating Validation rules

In Extension Kit Core, there are three [**Execution Modes**](https://extensionkit.unitfly.com/documentation/rule-execution/): EventHandler, Background, and Background Transaction. The selected mode determines *when* the rule runs:

- **EventHandler** – rules are executed during the event that triggered them.
- **Background** and **Background Transaction** – rules are executed after the event has finished.

Today, we’ll focus on how Execution Mode works in **Validation** rules, especially when those rules are used with the **Orchestrator** module.

**Event handlers in Validation**

When a user saves changes to an object, a Validation rule needs to check the data immediately and display an error message if something isn’t right. That’s why **the Validation module works only in EventHandler mode.**

If it could run in the background, the system wouldn’t behave logically. For example, if a Validation rule requires the *Age* property to be at least 18 and the user enters *16*, the object would still be saved, and the error message would appear afterward.

**Validation rules in Orchestrator**

While the **Orchestrator** module supports all three Execution Modes, any **Validation rule within it must run in EventHandler** mode to ensure the system prevents saving invalid data (Picture 1).

![](https://extensionkit.unitfly.com/wp-content/uploads/2025/10/Validation-2.png)

In short, Validation rules always execute in **EventHandler** mode, even when used inside **Orchestrator**. When configuring an **orchestrated Validation rule, always set the Execution Mode to EventHandler** to prevent saving objects that don’t meet the validation conditions.

---

 Logging Best practices for efficient Logging in Extension Kit Core

## Best practices for efficient Logging in Extension Kit Core

Effective logging is essential for maintaining a well-optimized and easily manageable system. Here are some best practices to ensure your logs are structured, accessible, and optimized for performance:

**Separate Logs by Vault**

Store logs for each vault in a dedicated folder to simplify locating relevant information when troubleshooting or analyzing activities.

**Use the Appropriate Logging Level**

For normal system operation, it’s best to use the **Info** logging level for a balance of detail and performance.

**Customize File Log Format**

Define a clear and consistent log format for easier readability and analysis. In the **Advanced Settings** of the File Targets configuration, you can customize log formatting. If you want to maintain the formatting of previous log structures (pre-v5.0.0), we recommend using the following custom Log Message Format:

```
ruby Copy code ${longdate} [${level:uppercase=true:padding=3}] ${logger} [Task: ${mdlc:TaskID}] [${mdlc:ModuleName}] ${mdlc:Vault} ${mdc:Rules} ${message}${onexception:${newline}${exception:format=ToString:innerformat=ToString:separator=\r\n}}
```

For more details, refer to this page: [Version 5.0.0 of Extension Kit for M-Files released! – Announcements – Unitfly Community](https://toolkitformfiles.unitfly.com/community/annonucements/version-5-0-0-of-extension-kit-for-m-files-released/#post-146).

**Set a Log Retention Period**

Define the retention period for logs based on the specific needs of each vault. This helps manage storage while retaining essential data for audits or debugging.

**Define Maximum File Size**

It’s crucial to set a maximum file size to ensure logs remain accessible and can be easily opened and reviewed, especially if you use a one-file-per-day configuration.

By following these best practices, you can streamline log management, improve performance, and ensure your system runs smoothly.

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