Adding New Properties to the Case#

To add a new additional property, such as a “Not Completed Review” text property that will be displayed in the Not Completed workflow state, follow these steps:

Step 1: Add the Property in M-Files Admin#

Access Metadata Structure#

  • Open M-Files Admin.

  • Unfold the Metadata Structure (Hierarchical view).

Modify Case Object Type#

  • Unfold the Case object type.

  • Right-click on the Case class.

  • Select Properties and add a new property named “Not Completed Review”.

Step 2: Make the Property Visible in the Metadata Card#

Access Metadata Card Configuration#

  • Go to Configurations.

  • Unfold the Metadata Card Configuration.

Create a Sub-Rule#

  • Unfold Rules and navigate to Case rules.

  • Create a sub-rule named To_NotCompleted.

  • Select the Not Completed Review property.

  • Set Is Additional to “Yes” and Is Required to “Yes”.

Step 3: Configure the Portal#

Access CtrlPortals - VAF#

  • Go to Other Applications.

  • Select CtrlPortals - VAF.

Modify Case Portal#

  • Unfold Portals and select the Case Portal.

  • Add a rule named TransitionIntoNotCompleted.

  • Set up the conditions so that it is active on state transitions to To Not Completed.

Configure Components#

  • Navigate to the Components section.

  • Find the segment you want to use (e.g., a field row inside the Header Segment for better visibility).

  • Type the name of the rule TransitionIntoNotCompleted in the fields Required when, Additional when, and Show when.