Settings
Under Settings, you can make system-wide adjustments for the following six areas:
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 |
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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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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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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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. |
Choose if a case owner gets 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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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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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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Set which languages you want to have available in the application. For each language other than English, you will need to provide translations.
