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Page

Definition

A page is one screen in the case manager, the part of Atfinity your users work in every day. Pages appear in the main navigation and each one lists or visualises a part of your configuration.

There are several types of page:

  1. Cases: lists cases, so users can pick up the work in progress.
  2. Instances: lists the instances of one ontology, for example every person or every contract.
  3. Documents: lists the documents produced by your processes.
  4. Insights: a dashboard of charts and numbers, see Insights Page.
  5. Divider: not a screen of its own, only a heading that groups the pages below it in the navigation.

Which columns a page shows, which filters it offers and who is allowed to open it are all part of the page configuration. A page can be nested under another page, which is how sub navigation is built.

Example

A bank configures a Cases page called "My open cases" filtered to the current user, an Instances page called "Clients" listing every person instance, and a Documents page listing the contracts that have been generated. A configurator adds a divider called "Reporting" and puts an insights page underneath it.