Quick Start

Introduction

CtrlPortals is an application that extends M-Files UI functionality, allowing for custom UI dashboards, views, tables, graphs and other elements to be added to M-Files inside special ‘portals’.

Features include:

• Custom portal views for M-Files objects and classes, conditional ui elements, editing metadata through custom forms and more.

• Knowledgebase support through markdown document rendering.

• Basic metrics and plotting of key performance indicators or similar aggregated data delivered by M-Files.

• The application supports access from the M-Files desktop client and M-Files Web

For more information about CtrlPortals along with pricing options, please visit our website.

Pre-Installation

It is recommended to have an Employee Object before installing CtrlPortals . The optional Comments module also requires a Comment object.

• Required Objects and Properties

Installation

To install CtrlPortals in an M-Files vault please refer to the Vault Application Installation Guide (The procedure is the same, but you must install a distribution of CtrlPortals rather than CtrlShare).

Configuration

For the initial configuration of CtrlPortals, follow the initial steps outlined in our example ‘Enhancing the M-Files Sample Vault’.