Building Wizard Steps

New in Atfinity 17.

Beyond categories and plain fields, a wizard step's layout can include a few more specialized components.

Super categories

A super category is a component you can place among categories in a step. It has no description and no fields of its own, so moving it does not move any content with it, unlike moving a category.

Its title is either fixed, or calculated with a RuLa formula, the same principle used to name a case or an instance. On a step that repeats per instance the formula is evaluated once for each one, so every section is named after the instance whose fields follow. An instance whose formula returns nothing falls back to the fixed title.

For example, on a step that repeats for every 'Beneficial Owner' instance, a super category with a calculated title naming the current owner announces whose fields follow, without moving those fields if it is repositioned.

Descriptions

A field or category, and a structure information, can have a description: the same text already used as help text in Case Manager. That description can now also be shown in the wizard.

An item without a description has nothing to show, regardless of its toggle.

Each field, category and structure placed in the wizard has its own toggle for this in the wizard configuration, on by default. A field or category placed on more than one step has an independent toggle for each placement. Fields inside a structure's occurrences are the exception: their toggle is set once on the structure's own field layout and applies wherever that structure is used, rather than per step.

Documents and booklets

A step can also include a file field: a component that resolves to one document or booklet of the case with a RuLa expression, and lets the end user download it.

The expression is required and must resolve to exactly one document or booklet, for example through CASE.documents_by_key, an instance's documents_by_key, or CASE.booklets_by_key. If it resolves to anything else, or to nothing for the current case, the file field does not appear in the wizard at all.

A file field can also let the end user view the resolved document or booklet inside the wizard, in addition to downloading it. This is off by default.