CtrlPortals how-to guides

Short guides for a vault that is already running. If you are deploying CtrlPortals for the first time, start with Set up instead — it puts these tasks in the order you need them.

For end-to-end walkthroughs in the M-Files sample vault, see Examples.

Add a list viewPut an existing M-Files view on a portal as a filterable table, and choose what happens when a user double-clicks a row.

Create a documents-per-class plotBuild a chart that counts documents by class, using an M-Files data source with a group-by property and a count aggregate, step by step.

Put object metadata into an HTML componentUse property values from the current object inside an HTML component, and open a link in a way that works in both the M-Files desktop and web clients.