Extension Kit for M-Files | Unitfly
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    • 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.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the 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 for process analysis

      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.
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Get started free
Extension Kit for M-Files | Unitfly
  • Solutions
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Free trial
      • Download center
    • Support
      • Community
      • Contact
  • 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.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the 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 for process analysis

      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.
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Download center
      • Free trial
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      • Community
      • Contact
Get started free
Configuration
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • About Extension Kit Core
  • User Interface
  • Groups and Modules
  • Installation

Essentials

  • How to Create Rules
  • Rule Execution
  • Common Features

Configurations

  • Orchestrator
    • About the Module
    • Configuration
    • Use Cases
  • Embedded Dashboards
    • Module Introduction
    • Configuration
  • Object Templates
    • About the Module
    • Configuration
    • Use Cases
  • Property Calculations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Calculation options
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Property Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Target-related Options
      • Property error handling behaviour and Act as user
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Document Processing
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and State actions
      • Action: Convert to PDF or Undo PDF conversion
      • Action: Add or Remove watermark
      • Action: Add or Remove signature
      • Action: Merge or Undo merge documents
      • Action: Restore original / Sync file names with object title
      • Action: Add or Read barcode
      • Action: Add, Replace or Remove file / Add blank page
      • Add digital signature
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto State Transition
    • About the Module
    • Configuration
    • Use Cases
  • E-mail Notifications
    • Module Introduction
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
    • Simple Rule Configuration
      • Triggering options
      • Mail server
      • Email configuration
      • Delivery notification and Properties
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Extended Assignments
    • About the Module
    • Configuration
    • Use Cases
  • Extended Auto Properties
    • About the Module
    • Configuration
    • Use Cases
  • Extended Permissions
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Permission Options
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto Numbering Properties
    • About the Module
    • Configuration
    • Use Cases
  • Object Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Action: Create objects
      • Action: Duplicate objects
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Property Builder
    • About the Module
    • Configuration
    • Use Cases
  • Validation
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Property validation rules
    • Advanced Rule Configuration
      • Advanced rule configuration
      • Advanced Property validation rule configuration
  • SQL Integration
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and Execution mode
      • SQL settings: Value from and Connection string
      • SQL settings: Query and Rollback query
      • Property setting options
    • Advanced rule configuration
      • Advanced rule configuration
  • HTTP Integration
    • About the Module
    • Configuration
    • Use Cases
  • Excel Reader
    • About the Module
    • Use Cases
    • Configuration
  • Excel Writer
    • About the Module
    • Configuration
  • Word Reader
    • About the Module
    • Configuration
  • Word Writer
    • About the Module
    • Configuration
  • Extension Methods
    • About the Module
    • Use Cases
    • Configuration
  • Versioning
    • About the Module
    • Configuration
    • Use Cases
  • Reporting
    • About the Module
    • Configuration
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
  • Data Transfer
    • Configuration
    • Use Cases
  • Vault to Vault
    • About the Module
    • Configuration
    • Use Cases
  • Logging
    • Logging
  • Archiving
    • Module Introduction
    • Simple Rule Configuration
      • Triggering options
      • Action type: Compress
      • Action type: Decompress
    • Advanced Rule Configuration
      • Advanced Rule Configuration

Resources

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  • FAQs
  • Release Notes
View Categories
  • Home
  • Documentation
  • Extension Kit Core
  • Configurations
  • Property Builder
  • Configuration

Configuration

After you have successfully installed the application, you can start adding calculation rules.

  1. Open M-Files Admin.
  2. In the left-side tree view, expand the desired connection to M-Files Server.
  3. In the left-side tree view, expand the Document Vaults node.
  4. Still, in the left-side tree view, expand the vault where you installed the connector and select Configurations.
  5. Expand Other Applications.
  6. Expand Extension Kit.
  7. Click on Property builder.

Field Description #

Field Value Description
Enabled Yes/No Specifies whether the module is in use.
Configuration Mode Simple/Advanced Displayed simple or advanced configuration options.
Rule groups > Group [n]
Name Text Specifies name of the rule group.
Rule groups > Group [n] > Rules > Rule [n]
Name Text Specifies name of the rule.
Description Text Optional rule description.
Enabled Yes/No Specifies whether the rule is in use.
Configuration mode Simple/Advanced Display simple or advanced configuration options for module.
Property Property definition Property whose value will be set to the result of specified SQL query.
Property type SQL Type of property. Currently, only SQL properties are supported.
Recalculate daily Yes/No If it set to yes, property will be recalculated daily between midnight and 1 am.
Recalculate properties Yes/No If it set to yes, it will recalculate chosen properties when clicked Recalculate on dashboard.
Business Critical Yes/No If set to true, rule will be logged in SEQ.
Rule groups > Group [n] > Rules > Rule [n] > Filter Conditions
SearchConditions Search Conditions Displayed only if [Advanced] is selected as Configuration Mode.
Optional filters that object must match in order for property to be calculated. Multiple filters are combined with OR operator.
Rule groups > Group [n] > Rules > Rule [n] > SQL settings
Connection string Text Connection string to the SQL Server database.
Example:
Data Source=10.0.0.7;
Initial Catalog=TestDB;
Persist Security Info=True;
User ID=dbuser;
Password=passw!23
Result type One of the following:
• Simple value
• Object ID
• Object Name
• Value list item
• ID
• Value list item name
Specifies what the result of SQL query represents.
Simple value is used when resulting property is not lookup based.
When resulting property is lookup based, returned value can be either object’s, or value list item’s ID or name.
Object type of query result Object type Displayed only when Query result type is Object Name.
Expected object type of result.
Object class of query result Object class Displayed only when Query result type is Object Name.
Expected object class of result.
Query type One of the following:
• Query
• Stored procedure
Type of SQL query to execute.
Query Text with placeholders Displayed only when Query type is Query.
SQL query to execute.
Stored procedure name Text with placeholders Displayed only when Query type is Stored procedure. Name of stored procedure to execute.
Rule groups > Group [n] > Rules > Rule [n] > SQL settings > Stored procedure parameter [n]
Name Name SQL parameter name.
Mode One of the following:
• Static
• Dynamic
Static. Entered parameter value will be sent as-is.
Dynamic. Placeholders will be resolved in entered parameter value.
Database Type One of the following:
AnsiString
FixedLength
Binary
Boolean
Byte
Currency
Date
DateTime
DateTime2
DateTimeOffset
Decimal
Double
Guid
Int16
Int32
Int64
Object
SByte
SingleString
String
FixedLength
Time
UInt16
UInt32
UInt64
VarNumeric
Xml
Database data types from docs.microsoft.com/en-us/dotnet/api/system.data.dbtype
AnsiString. A variable-length stream of non-Unicode characters ranging between 1 and 8,000 characters.
AnsiStringFixedLength. A fixed-length stream of non-Unicode characters.
Binary. A variable-length stream of binary data ranging between 1 and 8,000 bytes.
Boolean. A simple type representing Boolean values of true or false.
Byte. An 8-bit unsigned integer ranging in value from 0 to 255.
Currency. A currency value ranging from -2 63 (or -922,337,203,685,477.5808) to 2 63 -1 (or +922,337,203,685,477.5807) with an accuracy to a ten-thousandth of a currency unit.
Date. A type representing a date value.
DateTime. A type representing a date and time value.
DateTime2. Date and time data. Date value range is from January 1,1 AD through December 31, 9999 AD. Time value range is 00:00:00 through 23:59:59.9999999 with an accuracy of 100 nanoseconds.
DateTimeOffset. Date and time data with time zone awareness. Date value range is from January 1,1 AD through December 31, 9999 AD. Time value range is 00:00:00 through 23:59:59.9999999 with an accuracy of 100 nanoseconds. Time zone value range is -14:00 through +14:00.
Decimal. A simple type representing values ranging from 1.0 x 10 -28 to approximately 7.9 x 10 28 with 28-29 significant digits. Double. A floating point type representing values ranging from approximately 5.0 x 10 -324 to 1.7 x 10 308 with a precision of 15-16 digits.
Guid. A globally unique identifier (or GUID).
Int16. An integral type representing signed 16-bit integers with values between -32768 and 32767.
Int32. An integral type representing signed 32-bit integers with values between -2147483648 and 2147483647.
Int64. An integral type representing signed 64-bit integers with values between -9223372036854775808 and 9223372036854775807.
Object. A general type representing any reference or value type not explicitly represented by another DbType value.
SByte. An integral type representing signed 8-bit integers with values between -128 and 127.
Single. A floating point type representing values ranging from approximately 1.5 x 10 -45 to 3.4 x 10 38 with a precision of 7 digits.
String. A type representing Unicode character strings. StringFixedLength. A fixed-length string of Unicode characters.
Time. A type representing a SQL Server DateTime value. If you want to use a SQL Server time value, use Time.
UInt16. An integral type representing unsigned 16-bit integers with values between 0 and 65535.
UInt32. An integral type representing unsigned 32-bit integers with values between 0 and 4294967295.
UInt64. An integral type representing unsigned 64-bit integers with values between 0 and 18446744073709551615.
VarNumeric. A variable-length numeric value.
Xml. A parsed representation of an XML document or fragment.
Value Value Displayed only if [Dynamic] is selected as Parameter mode. Parameter value
Rule groups > Group [n] > Rules > Rule [n] > SQL settings > Advanced settings
Time to wait Integer Number of milliseconds to wait before executing any rule in background.
Number of retries Integer Maximum number of times COM error is retried.
Retry interval (milliseconds) Integer Numbers of milliseconds to wait between retries.
Updated on May 1, 2025
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Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
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