Get more out of Extension Kit Core

Expert tips on Extension Kit Core

Welcome to the growing collection of practical advice and real-world examples to help you get the most out of Extension Kit Core and make your M-Files workflows smarter.

General features

These tips focus on the general features of Extension Kit Core, found throughout modules.

Run rules with a Button Click

Using regular expressions in Extension Kit Core

Make rule testing easier with Run Once

Advanced use of Vault Search

Advanced scheduling with cron expressions

Use filename wildcards to target specific files

Instantly update metadata within documents

Optimizing rule execution with Monitored properties

Keep your configuration safe with backups

Triggers: Object entered state vs Object left state

Managing Extension Kit Core versions

Ways to create objects in Extension Kit Core

Execution Mode in relation to Copy Mode

Understanding Direct vs. Indirect Reference Direction

Take full advantage of the Dashboard

Keep your Extension Kit configuration organized

Integrations

These tips focus on the following modules: HTTP Integration, SQL Integration, Excel Reader, Excel Writer, Word Reader, and Word Writer.

Excel Reader: Rollback action when error occurs

Dynamically insert property values into URLs with HTTP

Dynamically set properties using SQL Integration

Creating tables with Word Writer

Mapping Excel data to M-Files

Setting properties based on HTTP call errors

How to format JSON correctly in API calls

Sending files from M-Files to an API

Rollback query in SQL Integration

Creating objects from Excel documents

Insert images from M-Files objects to Word documents

Property operations

These tips focus on the following modules: Property Operations, Property Calculations, Extended Auto Properties, Auto Numbering Properties, and Property Builder.

Skip non-working days or holidays when calculating with date properties

Instantly update values with Recalculate properties

How to build error-free nested expressions

Nesting expressions in Extended Auto Properties

Using Expression Type in Extended Auto Properties

Replacing elements in Object Lookup properties

Object operations

These tips focus on the following modules: Object Operations, Object Templates, Extended Assignments, Validation, Versioning, and Extended Permissions.

Automate object creation from multi-select properties

Creating error messages in the Validation module

Enforce document creation from templates only

Duplicates Detection in Extension Kit Core

Content operations

These tips focus on the following modules: Document Processing, Data Transfer, Vault to Vault, and Archiving.

How to add digital signatures to M-Files documents

Automatically add or read barcodes in M-Files

How to automatically compress files in M-Files

Assigning new workflows to objects transferred between vaults

How filename wildcards work in restore actions

How to split PDFs into separate files in M-Files

Sharing documents across vaults

Other modules

These tips focus on the following modules: E-mail Notifications, Reporting, Environments, Orchestrator, Embedded Dashboards, Extension Methods, Auto State Transition, plus Logging.

HTML formatting and attachments in email notifications

Automatically send documents as email attachments

Understanding rule execution in the Reporting module

Reduce repetitive configuration with Environments

How to embed web pages in M-Files

How to orchestrate rules in Extension Kit Core

Why and how to use the Orchestrator module

Best practices for efficient logging in Extension Kit Core

Flexible reporting: Choose your format and destination

Execution mode when orchestrating Validation rules

Export destination options in the Reporting module