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Viewer configuration

Reached from Process viewer on Main configuration.

Settings

Viewer tab

Type
Tab configuration

Where the process viewer tab is inserted among the standard object tabs.

Settings in this group — 2 of them

Object creation forms

Type
List of Object creator configuration

Forms that let users create M-Files objects directly from the viewer.

Settings on each entry — 15 of them

User group mappings

Type
List of User group mapping

Per-user-group viewer features and the diagram each group sees first. A mapping marked default applies to everyone else.

Settings on each entry — 5 of them

Diagram version shown

Type
One of a list
Default
Master

Which version of a diagram the viewer opens by default. 'Master' shows the current state in Elements. 'Latest synced release' shows the release the object synchronization last applied, so the diagram numbers in the viewer match the ones stored on the M-Files objects - master can have been reorganized since that release was published, which renumbers diagrams while leaving their names unchanged. Users can still switch releases if the release selector is enabled.

  • Master — The current state in Elements, including work published since the last release.
  • LatestSyncedRelease — The release the object synchronization last applied, so viewer and vault agree.

Object click mappings

Type
List of Object click mapping

Maps M-Files classes to the diagram opened when an object of that class is clicked. The diagram id can be read from the object itself or from an object it refers to, and where that object is a process activity the viewer also centres on the activity and marks it.

Settings on each entry — 6 of them

Activity status lights

Type
List of Activity status light

Scores an activity from the data table attached to it and shows the result as a traffic light beside the activity box. One entry per kind of data table: an activity carrying no table of a configured kind gets no light.

Settings on each entry — 7 of them

Data table records

Type
Data table record configuration

Whether readers may add rows to the data tables attached to activities, and which version of the diagram those rows are written to.

Settings in this group — 2 of them

Reference model flags

Type
List of Reference model flag

Colour and short title for each reference model that should be flagged on activity boxes. This list is also the opt-in: a reference model with no entry here is not flagged, so only the standards you care about appear on the diagram.

Settings on each entry — 4 of them

Initial zoomRequired

Type
Text
Default
1

Zoom level applied when the viewer first loads (1.0 = 100%).

Zoom to fit on load

Type
Yes or no

Scale the diagram to fit the viewer when it first loads, overriding the initial zoom.

Elements object ID property

Type
M-Files property

Property holding the Elements.cloud id used to fetch the diagram for an object.

Generated from CtrlProcesses 1.26.9.14.