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  • 🚀Atfinity: No-Code Process Automation
  • Guides
    • Getting Started
      • Introduction
      • 1. Create Ontologies and Roles
      • 2. Create Information
      • 3. Create and Configure a Document
      • 4. Create a Rule
      • 5. Create a Process
      • 6. Put Live
      • Summary and Next Steps
    • Advanced Topics
      • Extending a Workflow
      • Customizing Names of Cases and Instances
      • Automatically Calculating Information Values
      • Using Built in Integrations
    • Troubleshooting
      • Why is a question not asked?
      • Why is a question asked?
      • The value of my calculated field has a strange format
      • Why is my Proof never asked for?
      • Why is my Rule not executed?
      • Why are some options missing in a dropdown?
      • Case Errors
    • Glossary
      • Case
      • Process
      • Workflow
      • Ontology
      • Instance
      • Role
      • Information
      • Document
      • Document Section
      • Document Template
      • Rules
      • Scheduled Rules
      • Information Types
      • Tab
      • Category
      • Taxonomy
      • Proof
      • RuLa Functions
      • Constants
  • Rule Language (RuLA)
    • ℹ️What is RuLa?
    • Declarations
      • is
      • is with where
      • is all
      • is all with min max
      • Role Choices
    • Expressions
    • Operators
      • Boolean Operators
        • =
        • !=
        • >
        • >=
        • <
        • <=
        • and
        • and then
        • not
        • or
        • or else
        • matches (~=)
      • Date Operators
        • NOW
        • IS_DATE
        • TODAY
        • FORMAT_DATE
        • DAYS
        • WEEKDAYS
        • ADD_DAYS
        • ADD_WEEKDAYS
        • ADD_MONTH
        • ADD_YEARS
        • SUBTRACT_YEARS
        • AFTER
        • DATE_EQUAL
        • DATETIME_EQUAL
        • AFTER_EQUAL
        • BEFORE
        • BEFORE_EQUAL
        • DAYS_AGO
        • MONTHS_AGO
        • YEARS_AGO
      • Known Operators
        • unknown
        • known
        • SNEAKY
        • AVG_OF_ANY
        • LIST_OF_ANY
        • MAX_OF_ANY
        • MIN_OF_ANY
        • SUM_OF_ANY
        • CONCAT_OF_ANY
        • UNION_OF_ANY
        • JOIN_OF_ANY
      • List Operators
        • [ , ] (create)
        • [] (access)
        • in
        • not in
        • contains
        • contains any
        • contains only
        • COUNT
        • SORT
        • CUSTOM_MAX
        • REVERSE
        • FIRST_ELEMENT
        • ALL
        • SOME
        • UNION (or |)
        • SET_DIFFERENCE
        • INTERSECTION
        • MAP
        • FILTER
        • FILTER_FALSE
        • FILTER_UNKNOWN
        • SET
      • Dictionary Operators
        • {} (create)
        • [] (access)
        • in
        • keys()
        • FLATTEN
      • Mathematical Operators
        • + - / *
        • %
        • **
        • //
        • AVG
        • CEIL
        • FLOOR
        • MAX
        • MIN
        • ROUND
        • SUM
        • SUM_PRODUCT
        • SQRT
      • String Operators
        • LEN
        • LOWER
        • UPPER
        • TRIM
        • TRIM_LEFT
        • LEFT
        • RIGHT
        • SLICE
        • REPLACE
        • REPLACE_CHARS
        • format
        • calculated_name
        • CONCAT
        • markdown_table
        • make_filename
        • JOIN
        • uuid
      • Special Operators
        • :=
        • ensure
        • get_attr
        • get_translated_attr
        • has_attr
        • get_properties
        • instances
        • instances_exist
        • is
        • ontology
        • Translate (.$)
        • translate_string
        • roles
        • self
        • name_and_log (debug)
    • Conditional Expressions
      • case
      • if-then-else
      • switch
    • Comments
    • Information about the case
    • Accessing the outcome instance
    • Information about documents
    • Recipes
  • Document XML (ADX)
    • ℹ️What is ADX?
    • ADX Elements
      • Body
      • Text
      • Image
      • Columns
      • Field
      • Checkbox
      • Table
      • Rect
      • Line
      • Space
      • KeepTogether
      • Template
      • Style
      • Page Number
      • QR Code
      • HR Code
    • Jinja Templating
      • Instances
      • Case Meta Information
      • Custom Translations
      • Functions
      • Jinja filters
    • Font support
  • API
    • ℹ️What is the Atfinity API?
    • Generate API Keys
    • API Documentation
    • Calling your APIs within Cases
    • External Data Sources (e.g. CRM)
  • Deploying
    • Deploying on-site
      • Kubernetes
      • Docker Compose
    • Management commands
    • Security Logging
    • LDAP User Backend
    • Single Sign On
  • Integrations
    • Avaloq
    • Worldcheck
  • Releases
    • Release Notes
      • Version 11.x
      • Version 10.x
      • Version 9.x and earlier
    • Release Schedule
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  • The Scenario
  • Let's get started

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  1. Guides
  2. Getting Started

Introduction

PreviousGetting StartedNext1. Create Ontologies and Roles

Last updated 2 years ago

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The order in which this guide is structured is the most convenient way to create a process. It introduces the most important concepts of process configuration.

The Scenario

The guide is set around the following scenario:

We would like to create a very simple account opening process for a bank which leads to a contract with a client.

For this we need to be able to collect information on the contract, e.g. what type of account should be opened. For the sake of simplicity, our bank momentarily only offers the opening of individual accounts. However, additional accounts are going to be offered in the future.

Similarly, we will need to collect information on the person who will be opening the account, like first and last name. Also, date of birth will be important, since an account holder needs to be of age in order to open an account.

From this we can already identify some important points, like who are the main actors, what roles do they have and what information needs to be collected on them.

This is very useful to know in advance, which is why, for most customers, we plan a series of workshop to help you identify all the necessary ingredients. If you would like to know more head over to or contact us directly.

Let's get started

To get the most out of this guide, follow it step by step and implement the steps in parallel as you go. At the end of some articles we will suggest some additional tasks which you can use to practise what you have learned. Doing these tasks is not essential for our process to work. They are meant purely as an additional exercise for you.

For this, click on 'Configuration' in the Navigation Bar on the left side of the Atfinity Application. This brings you to the Configuration Menu.

Now we are ready to start configuring your first process. Let's go to to define the main actors of our process.

Create Ontologies and Roles
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