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. Comments: lists the comments written on cases, across every case a user may see.
3. Instances: lists the instances of one ontology, for example every person or every contract.
4. Instance tree: lists the instances of one ontology and opens a dashboard for the one a user picks, see Instance Tree Page.
5. Interactions: lists the calls, emails and meetings logged against instances, across every ontology.
6. Documents: lists the documents produced by your processes.
7. Insights: a dashboard of charts and numbers, see Insights Page.
8. 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.

Comments and Interactions pages

Info

New in Atfinity 17.

Both gather records that otherwise only appear inside the case or instance they belong to. A Comments page lists the comment threads on cases, a user sees only the cases they have access to, and opening a row takes them to that case's comments. Replies are left out, so each thread appears once. An Interactions page lists the entries recorded in the interaction log widget of an instance, and opening a row takes the user to that instance.

Alongside the record's own columns, a Cases page can show Next Comment Deadline, and an Instances page can show Interactions, Last Interaction and Last Interaction Type.

Column visibility

Info

New in Atfinity 17.

Each column's visibility is either fixed or a default a user can override. Always Show, the default, fixes the column as visible. Show by Default starts the column visible. Hide by Default starts it hidden. Both let each user show or hide the column for themselves. The setting exists on Cases and Instances pages.

An override applies only to the person who made it, in the browser they made it in, so it does not follow them to another device and never changes what anyone else sees. Resetting restores the configured defaults rather than showing every column.

Hiding a column changes only what is on screen. An export always contains every configured column.

Bulk actions

A bulk action applies one change to every item a user selects. Which actions a page offers depends on its type:

• Cases: delete, and change the owner or assignee.
• Instances: delete.
• Documents: none.

Changing the owner or assignee

Info

New in Atfinity 17.

The change is all or nothing: if the selection holds a case the user cannot edit, or one that is no longer ongoing, no case changes. Only the users eligible on every selected case are offered. The assignee can be cleared, the owner cannot.

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.