User Documentation
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Introduction
Guides
Getting Started
How To Guides
How to Put Changes Live
How to create a Process
How to create an Ontology
How to create a Document
How to create Information
How to create a Workflow
How to write Rules
How to write Conditions
How to write Calculated Information
How to change the order of Elements
Reorder Information Fields
Reorder Information Categories
Reorder Tabs
Reorder Ontologies/Roles
How to write a Test
How to write Name Formulas
How to add and configure Boxes
Troubleshooting
Advanced Topics
Glossary
Case
Instance
Process
Rules
Ontology
Information
Information Types
Information Category
Taxonomy
Document
Document Box
Document Section
Document Template
Tab
Proof
Role
Workflow
Translations
Email Templates
Maintenance Windows
Rule Language (RuLA)
What is RuLa?
Declarations
Expressions
Operators
Conditional Expressions
Comments
Information about the case
Accessing the outcome instance
RuLa Functions
API
Generate API Keys
API Documentation
Calling your APIs within Cases
External Data Sources (e.g. CRM)
Deploying
Deploying on-site
Management commands
LDAP User Backend
Single Sign On
Integrations
Avaloq
Worldcheck
Releases
Release Schedule
Release Notes
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How to change the order of Elements
The order in which
Tabs
,
Ontologies
/
Roles
,
Information Fields
, and
Information Categories
appear in the
Case Manager
is determined by the position you give each during configuration.
Changing the order is straightforward, using drag ‘n drop. The exact procedure is explained on the following pages.
Reorder...
​
Information Fields
​
​
Information Categories
​
​
Tabs
​
​
Ontologies/Roles
​
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How to write Calculated Information
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Reorder Information Fields
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