M-Files Property Calculator

M-Files is a powerful product in itself, that enables businesses to organize, manage, and track documents efficiently.
But we can even make it more powerful by extending the out of the box capabilities with Property Calculator, a really useful tool.

Previously available unofficially (community tools) we can now find it in the M-Files catalog (here) and it’s free of charge!
As M-Files always focuses on automate knowledge work, it makes clearly sense to extend the capabilities thought PC (Property Calculator).

What it is?

M-Files Property Calculator allows users to automate property values and enhance metadata consistency within the system. It provides a way to manipulate objects based on rules without writing any line of code.

With this tool, users can perform calculations, concatenate text fields, extract values, and even apply conditional logic to metadata properties. This functionality is particularly useful in scenarios where document classification, numbering, or status updates need to be automated.

Key usages

• Automated Property Calculations
  The Property Calculator allows users to define formulas that automatically populate metadata fields based on predefined criteria. For example, an invoice document can have its total amount calculated based on line items and tax rates.
• Concatenation and String Manipulation
  Users can combine multiple metadata fields into a single property. This is useful for creating standardized naming conventions or reference numbers.
• Conditional Logic for Metadata
  With the ability to implement IF-THEN conditions, users can dynamically adjust property values. For example, if a document is marked as “Approved,” the status property can automatically update to “Final.”
• Date and Time Calculations
  Organizations can set up date-based calculations, such as automatically setting an expiration date based on the document creation date.
• Reference-Based Updates
  The calculator can pull information from related objects, ensuring consistency across interlinked documents and reducing manual updates.

In Short

You know, I’m in love with M-Files, but with PC we bring again more advantages, reduce manual actions and automatically decrease the potential human errors. But also save time for the users and avoid repetitive metadata filling. Without forgetting, increasing consistency and compliance ensuring that all the necessary document properties are properly populated and up to date.

The M-Files Property Calculator is an indispensable tool for organizations looking to enhance their document management processes through automation. By leveraging its capabilities, businesses can improve efficiency, maintain data accuracy, and streamline compliance efforts.

If you’re not yet using this feature, now is the time to explore its potential and transform how your organization handles metadata within M-Files.

For more information feel free to contact us