Guides

Once you are comfortable with the basics from Getting Started, these guides show how to build richer configurations. Each one is self-contained, so read whichever matches what you want to do. They run roughly from what almost every configuration needs to what only some do.

• Automatically Calculating Information Values: derive a value automatically from other information with a RuLa expression.
• Configuring Taxonomies: define reusable option lists and control which values a dropdown offers.
• Extending a Workflow: add states and transitions so a case can follow more paths from start to finish.
• Customizing Names of Cases and Instances: replace generic names like 'Person 289' with meaningful ones built from case data.
• Tab Options: control which of a tab's instances show, and how they are laid out and navigated.
• Configuring Scheduled Rules: run an action later or repeatedly, for reminders and recurring checks.
• Moving or Copying a Tab or Category Between Processes: reuse a tab or a category built in one process's layout in another.
• Restricting When a Lifecycle Process Can Start: add a condition that limits which instances a lifecycle process's start button shows for.
• Marking Cases with a Color: assign one of eight fixed colors to a case with a formula.
• Configuring Manual Instance Actions: give users rule logic they run on demand on a single instance.
• Instances Used in Multiple Cases: see what another ongoing case has done to an instance this case also works on.
• Linking Instances from Outside a Case: let a relationship point at an instance the case does not contain.
• Configuring a Wizard: build the external, step-by-step form a client fills in without access to the Case Manager.
• Configuring Built in Integrations: send data to and receive data from external systems.
• Configuring eSignatures: have documents, proofs and file information signed.
• Configuring AI Case Checks: describe a problem in plain language and have the AI assess it against every case.
• Using Atfinity Intelligence: let the AI read, and change, your configuration or the case a user has open.
• Building Insights Pages: put charts of your case and instance data on a page.
• Defining Instance Tree Branches: choose which related instances a tree page shows under each of its rows.
• Building an Instance Tree Detail View: decide what a tree page shows when a user opens one of its instances.
• Aligning Booklet Pages for Printing: keep every item of a booklet starting on a fresh sheet when it is printed on both sides.

If something is configured but not behaving as expected, see Troubleshooting.