Advanced Topics

Once you are comfortable with the basics from the Getting Started guide, these topics show how to build richer configurations. Each page is self-contained, so read whichever one matches what you want to do.

• 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.
• Automatically Calculating Information Values: derive a value automatically from other information with a RuLa expression.
• Marking Cases with a Color: assign one of eight fixed colors to a case with a formula.
• Tab Options: show only some of a tab's instances with a RuLa condition, or start it with every instance collapsed.
• Using Scheduled Rules: run an action later or repeatedly, for reminders and recurring checks.
• Using AI Case Checks: describe a problem in plain language and have the AI assess it against every case.
• Using Taxonomies: define reusable option lists and control which values a dropdown offers.
• Using Built in Integrations: send data to and receive data from external systems.
• Building Wizard Steps: add super categories, descriptions, and document or booklet fields to a wizard step.
• Using eSignatures: have documents, proofs and file information signed.
• Using Mini Navigation in Case Tabs: let users jump between instances of a tab from the left side menu of the Case Manager.
• 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.