Tab Options¶
A tab on a process's layout has options that control which of its instances show and how.
Showing the role matrix¶
'Show Role Matrix' puts a table of the tab's instances and their roles at the top of the tab. With it off, the tab shows no roles at all, not even under an instance's name.
'Show All Instances' appears once the matrix is on, and widens the table to every instance in the case. The rest of the tab keeps showing only its own instances.
Showing only some instances¶
Info
New in Atfinity 17.
By default a tab shows every instance of the ontologies it contains. Turning on 'Display Only Some Instances' restricts a tab to instances that match a RuLa condition.
An instance shows on the tab only while it matches that condition, and moves onto or off the tab as the case data behind the condition changes. A tab whose condition matches no instance is not shown at all, so a case without any account holder has no account holders tab rather than an empty one.
Example¶
A process has one tab for account holders and another for everyone else, both built on the same Person ontology.
The account holders' tab uses:
The other tab uses:
Each person then appears on exactly one of the two tabs, based on whether they hold the AccountHolder role.
Collapsing instances by default¶
Info
New in Atfinity 17.
A tab can be set to show its instances collapsed by default: turn on 'Collapse Instances by Default' on the tab, and every instance on it starts collapsed when the tab opens. Leaving it off keeps every instance expanded, as before.