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Plot context condition

One search condition of an M-Files plot visual whose value is not written into the configuration but read when the plot loads: from the current object (the one whose portal the plot is on) or from the signed-in user's employee object. The value of on that object becomes the value the retrieved objects' is compared with, next to the Where conditions - the same idea as the SQL source's parameters, for the M-Files source. Without a source property the context object itself is the value - "Responsible is me", "Customer is this one" - the way the multi-view's Personal property works, and for the employee context a target that refers to user accounts takes the user account. A plot with such a condition fails, with a message saying why, when the context it needs is not there: an object condition on a dashboard, an employee condition without an employee configuration or for a user without an employee object (except "the user account itself" on a property that refers to user accounts, which needs neither), or a source property that is empty. It never falls through to an unfiltered search - see .

Reached from Conditions from the context on M-Files trace data configuration.

Settings

Context

Type
One of a list
Default
Object

Where the value is read from when the plot loads: the current object (the one whose portal the plot is on - a dashboard has none), or the employee object of the signed-in user (needs the Employee configuration - unless 'Take the value from' is empty and 'Filter on' refers to user accounts, which needs only the signed-in user). Default: Object.

  • Object
  • Employee

Take the value from

Type
M-Files property

The property of the context object whose value is used, read afresh every time the plot loads; the plot fails with a message when that value is empty on the object. Leave this field empty to use the context object ITSELF - the current object, or your employee object (or your user account, when 'Filter on' refers to user accounts) - the way the multi-view's Personal property works: 'Filter on' must then be a lookup property that refers to it, such as 'Responsible' or 'Customer'.

Filter onRequired

Type
M-Files property

The property of the retrieved objects that the value is compared with. Use the same data type on both sides; a single lookup and a multi-select lookup go together, a text property accepts any value's display text, and a whole number can filter a large or a decimal number property.

Match

Type
One of a list
Default
Equals

How the objects' property is compared with the value. 'Contains' and 'Starts with' are for text properties; the ordering comparisons for numbers, dates and text. Default: Equal.

  • Equals
  • Does not equal
  • Greater than
  • Greater than or equal
  • Less than
  • Less than or equal
  • Contains
  • Starts with

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