Under Settings, you can make system-wide adjustments for the following six areas:
Documents & Booklet
Filename format
Set placeholders that will be automatically replaced in a filename by unique values for each saved document and booklet. The placeholders are enclosed in hashtags. Your options for placeholders:
Option
Description
#DATE#
Replaced by the date, in YYYYMMDD format, on which the document or booklet is first saved/downloaded.
#OUTCOME_ID#
Replaced by the ID of the object that was generated by this case.
#TYPE#
Replaced by either the name of the document, or by booklet.
#LANGUAGE#
Replaced by the document's or booklet's language, using a two letter code, like en for English or fr for French.
Example:
If you set the set the following filename format here:
atfinity_#DATE#_#OUTCOME_ID#_#TYPE#_#LANGUAGE#
a booklet created in a case will have the following unique filename:
atfinity_20201123_abna3252_booklet_en
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Allowed filetypes
For each medium type, indicate what type of file users can upload according to the format:
mediumtype/filetype
Each line can only hold one item here. If you want to allow multiple filetypes per medium, use one line per filetype.
Examples:
Line
Meaning
application/pdf
PDFs are accepted for upload in the entire application
image/jpeg
Where images can be uploaded, accept filetype .jpeg
image/gif
Where images can be uploaded, accept filetype .gif
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Case Manager
Added or changed information in a case, can make certain fields irrelevant. For example, 'Employer Details' information fields will become irrelevant if a person in the case is retired or unemployed. However, a user could have already provided these answers at an earlier stage. This option enables you to remove these fields from view in the Case Manager.
Display not needed fields:
No: information fields that are not relevant, will disappear from view.
Yes: all configured information fields with provided values will be visible in the Case Manager, even when they have no relevance to the case.
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Dashboard
Determine which elements should have a place on the Case Manager Dashboard. Your options are:
Option
Outcome
Show Cases in Dashboard
Yes: a box on the Dashboard will show all the cases you have access to.
Show Tasks in Dashboard
Yes: a box on the Dashboard shows the tasks connected to the case, and their urgency level.
Show Dashboard Greeting
Yes: a user will see a greeting text at the top of the Dashboard.
Dashboard Greeting
Enter the greeting, using this format:
{"en": "Welcome!", "de": "Wilkommen!"}
Replace "en" and "de" with your default languages, and "Welcome!" plus "Wilkommen!" with the text you want to appear on the dashboard.
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Notifications
Choose if a case ownergets an email notification each time the case transitions to a next stage in the workflow.
If you choose Yes, enter the email address(es) where the notifications should be send. The text of the message is auto generated by atfinity.
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Tasks
Set the number of days before deadline, for which a task should be flagged with a warning, or marked as urgent.
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Export
Set placeholders that will be automatically replaced with unique values for each exported document or booklet. Placeholders are enclosed in hashtags.
Your options for placeholders:
Option
Description
#DATE#
Replaced by the date, in YYYYMMDD format, on which the document or booklet is first saved/downloaded.
#TYPE#
Replaced by the name of the model, e.g. case.
#ID#
The id of the object or "list" for a list of objects
Example:
If you set the set the following fileformat here:
atfinity_export_#DATE#_#TYPE#_#ID#
an exported case will have the following unique filename:
atfinity_export_20201123_case_list
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Languages
Set which languages you want to have available in the application. For each language other than English, you will need to provide translations.