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
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      • Free trial
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  • 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
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SQL settings: Value from and Connection string
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  • SQL settings: Value from and Connection string

SQL settings: Value from and Connection string

SQL settings

The SQL settings section allows you to configure database connection string and query. The following options are available:

  • Value from
  • Connection string
  • Query
  • Rollback query on transaction stop

Below, see detailed description for Value from and Connection string options. For details on Query and Rollback query options, please see this page.


Value from #

SQL settings > Value from

This option determines how to resolve placeholder expressions and dynamic parameter values.

  • Source (default): This option resolves placeholders and dynamic parameter values from the trigger source of the rule.
  • Vault search: This option resolves placeholders and dynamic parameters using the results from a vault search configured as part of this rule.
  • Specify: This option resolves placeholders and dynamic parameters from an explicitly specified vault search from the Set properties on configuration.

Connection string #

SQL settings > Connection string

The connection string defines how the application connects to the SQL database. When expanded, the following fields are available by default for configuring the connection string: Database, Single line connection string, Value, and Use secure password. Example:

Data Source=[SERVER_NAME];Initial Catalog=[DATABASE_NAME];Persist Security Info=True;User ID=[USER];Password=[PASS]

Database #

SQL settings > Connection string > Database

Specifies the type of SQL database you wish to connect to. The available options are:

  • SQL Server (default): Select this option to connect to a Microsoft SQL Server database.
  • Oracle: Select this option to connect to an Oracle database.
  • MySQL: Select this option to connect to a MySQL database.
  • PostgreSQL: Select this option to connect to a PostgreSQL database.

Single line connection string #

SQL settings > Connection string > Database: SqlServer > Single line connection string

Displayed only when Database is SqlServer.

Determines whether the entire database connection string is input as a single line or configured through individual fields for each connection parameter (Data Source, Initial Catalog, etc.).

  • Yes (default): Select this option to enter the entire connection string in a single line.
  • No: Select this option if you want to configure each connection parameter separately. When this option is chosen, additional fields become available for separate configuration: Data Source, Initial Catalog, Persist Security Info, User ID, and Password.

Value #

SQL settings > Connection string > Single line connection string: Yes > Value

Displayed only when Single line connection string is Yes.

Use this field to enter database connection string. Example:

Data Source=[SERVER_NAME];Initial Catalog=[DATABASE_NAME];Persist Security Info=True;User ID=[USER];Password=[PASS]

Use secure password #

SQL settings > Connection string > Single line connection string: Yes > Use secure password

Displayed only when Single line connection string is Yes.

This option allows you to set a password to use in the connection string. Any password value specified in connection string above will be overridden, ensuring that sensitive information like passwords are not exposed in plain text. Choose from the following options:

  • No (default): The password included in the connection string (if any) will be used as-is.
  • Yes: When this option is selected, the Password field appears. This field allows you to securely input a password, which will override any password value specified in the connection string above.

Data Source #

SQL settings > Connection string > Single line connection string: No > Data Source

Displayed only when Single line connection string is No.

Specify the data source (server address) using the domain name or IP address of the source.

Initial Catalog #

SQL settings > Connection string > Single line connection string: No > Initial Catalog

Displayed only when Single line connection string is No.

Specify the name of the initial catalog (database) to connect to.

Persist Security Info #

SQL settings > Connection string > Single line connection string: No > Persist Security Info

Displayed only when Single line connection string is No.

Option to persist security-related information.

  • Yes (default): Security-sensitive information, such as the password, is returned as part of the connection if the connection is open or has ever been in an open state.
  • No: Security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.

User ID #

SQL settings > Connection string > Single line connection string: No > User ID

Displayed only when Single line connection string is No.

Enter the user to use in the connection string.

Password #

SQL settings > Connection string > Single line connection string: No > Password

Displayed only when Single line connection string is No.

Enter the password to use in the connection string.

Updated on May 1, 2025
On This Page
  • Value from
  • Connection string
    • Database
    • Single line connection string
    • Value
    • Use secure password
    • Data Source
    • Initial Catalog
    • Persist Security Info
    • User ID
    • Password
Extension Kit for M-Files | Unitfly
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