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Person mapping

Describes one kind of shareable person: where to find them, how to read their email and name, and which document properties hold them as writers / readers. A vault configures a list of these, so a single document can be shared with several kinds of person at once — e.g. internal Employee objects, external Contact objects, and M-Files users — each routed to its own pair of document properties. For a mapping the writer/reader properties point straight at M-Files users; email and display name come from the user account, so the object-type, email, name and user-account fields below do not apply. For a mapping those fields describe the person object and how to read it.

Reached from Person Mappings on M-Files configuration.

Settings

Label

Type
Text

Display name for this kind of person. Shown in the sharing UI next to every person found through this mapping (e.g. "Employee", "External Contact", "M-Files User").

Person Type

Type
One of a list
Default
Object

User: the writers/readers properties point directly at M-Files users. Object: they point at objects of a configured object type (e.g. an Employee or Contact object).

  • User — The writer/reader properties point directly at M-Files user accounts.
  • Object — The writer/reader properties point at objects of a configured object type.

Editors PropertyRequired

Type
M-Files property
Accepts
Multi Select Lookup

The document property that lists the people who get edit access for this mapping.

Viewers PropertyRequired

Type
M-Files property
Accepts
Multi Select Lookup

The document property that lists the people who get read access for this mapping.

Person Object Type

Type
M-Files object type

Object type of the person objects. Used only when Person Type is Object.

Email Property (optional if User Account Property is set)

Type
M-Files property
Accepts
Text, Multi Line Text

The text property on the person object that holds their email address. Optional when User Account Property is set: the resolver then falls back to the M-Files login-account email of the linked user. Used only when Person Type is Object.

Name Property

Type
M-Files property
Accepts
Text

The text property on the person object that holds their display name. Used only when Person Type is Object.

User Account Property (optional)

Type
M-Files property
Accepts
Lookup, Multi Select Lookup

Optional. The property on the person object that links to their M-Files user account. Set this to have the 'prevent open' permission check and licence group restrictions apply to people from this mapping. Used only when Person Type is Object.

Search Conditions (optional)

Type
Search conditions JA

Optional pre-filter on the people search for this mapping. For example, restrict results to Person objects whose state is Active, or whose Type class is Employee. Empty list = no filter. Used only when Person Type is Object.

Generated from CtrlShare 2.26.8.0.