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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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  1. Guides
  2. Glossary

Category

PreviousTabNextTaxonomy

Last updated 2 years ago

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Definition

Categories are created to arrange the order of information fields, i.e. how they are displayed in the Case Manager. They bring dealing with the same subject together. This makes them easier to find.

Each information which is created can only belong to one category. However a category can be shown in multiple tabs.

The order in which Categories appear in a case, is determined by the order they have in the configuration.

Example

An example of a category would be 'Personal Details'. In this category information like first name, last name, date of birth, nationality, etc. are grouped together. If the first name should be asked before the last name and the other information about the personal details, it must be placed at the very top of the 'Personal Details' category.

Another category might be 'Source of Wealth" where all questions concerning the origin of someone's wealth are asked.

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