CtrlPortals examples

Each example starts from the M-Files sample vault and ends with something you can look at. They are written to be followed in order the first time; after that they work as references for a particular module.

If you know what you want to do and only need the steps, see How-to guides.

Build a portal in the sample vaultBuild a working customer portal and an invoicing dashboard in the M-Files sample vault, from an empty configuration to something a user can open.

Follow a calendar through the demo vaultWalk a meeting through the CtrlPortals demo vault: create an opportunity, schedule an event on it, and see the same event from three different calendars.

Add a calendar to a portalPut a calendar on an existing portal, mapping an object type onto it and choosing which properties supply the start and end dates.

Show a property only in one workflow stateAdd a review property to a case portal that appears, and becomes required, only when the case moves into the Not Completed state.