Global Configuration

Global configuration allows you to set default options for all workflows and states in the vault and default view settings.

In M-Files Admin go to Configuration, select Other Applications, Workflow Dashboard will be in listed applications. You can access application configuration from the right pane tabs, or by expanding the application tree in the left pane

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Update Workflows

Workflow Dashboard uses WorkflowAdmin cached data, when you made changes to workflow, state or state transition in M-Files admin, these changes will not appear in client view until the metadata cache is refreshed. To refresh Workflow Dashboard’s metadata cache, click on Update Workflows button, which is on the top right corner of Workflow Dashboard configuration.

Allow State Transitions

When set to Yes this will allow users to set object state into next transition using Workflow Dashboard by clicking on the state in the graph.

Default transition comment

You can define a default comment when a transition is triggered, this comment will fill the State Transition dialog each time you click on state, ofcourse this comment can be changed in the dialog

Default View Settings

In this section you can set default view options:

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Option

Values

Description

Default graph direction

  • Top to Bottom

  • Left to Right

Define default graph direction, from top to bottom or from left to the Right

Initial zoom

  • Fit graph

  • Center on current state

When set to Fit graph, the view will zoom to make the full graph visible, otherwise it will zoom to current object’s state

Show history path

Yes or No

When set to Yes, the view will highlight the history state history path of current object

Show transition names

Yes or No

Whether to display transition name near its path by default or not

Show grid

Yes or No

Whether to display a grid in the view or not

Use dark background

Yes or No

Whether to use dark or white background view

State Colors

In this section, you can set appearance for different states according on theire statuses:

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State Colors Description

Attribute

Condition

Description

Default

none

The default color for all states

Current

none

The color of current object’s state, this overrides the default color

Auto Color

none

When enabled, the fellowing Previous, Next, Selectable and No State whill apply, otherwise the default color will be used

Previous

Auto Color = Yes

The color for the previous current object’s state

Next

Auto Color = Yes

The color for the possible next states of current object

Selectable

Auto Color = Yes

The color for the possible selectable states of current object, this will override all the Next colors which are not automatic transitions

No State

Auto Color = Yes

The color for the default M-Files’s no state

Fill

none

When set to true, the colors above will apply to fill the state shape, otherwise, the colors will be used for the stroke

Use Light Color

Fill = No

When Fill option is enabled, select whether to fill the state whith fellowing Light Color or Dark Color options: this option will toggle light/dark colors between state shape and state text

Light Color

Fill = No

The color to use to fill the shape when Use Light Color option is set to Yes, otherwise it will apply on state text

Dark Color

Fill = No

The color to use to fill the shape when Use Light Color option is set to No, otherwise it will apply on state text

Stroke

none

The stroke width in pixels

Default State Shape

Here you can select the dafault state shape for all workflows, there are actually 14 different shapes plus the Automatic option which will define a shape according to state actions and/or conditions. For more details about shapes and automatic shape selection see Available State Shapes

Enable debug mode

When enabled, a button will be added in client tab to show or hide the debug window. The debug window can be helpful to:

  1. Log any errors which may not let the graph draws well

  2. Shows workflow and state IDs with aliasses on state tooltip

  3. Logs some useful informations which may be sent for technical support