Follow these steps to create a piece of Information:
1. The Basics
In the Configuration menu, choose 'Information'. Then, at the top of the next screen, click 'Create Information'.
First, you are asked to provide these basics on the new brick of information you want to add to atfinity:
Option
Description
Ontology/Role
Select which ontology or role this information is about.
Key
Provide the key by which atfinity can identify this information in RuLa, for example first_name. This name should be unique within your configuration (see this explanation).
Name
The name of the information in your default language.
Information Type
Select the suitable information type, for example 'Date' or 'Number'.
Category
Organizing information pieces with a common theme into categories, helps display them in a logical order. See Information Category for more on this.
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2. Additional Options
Select an individual piece of information from the Information overview screen, to configure it in detail. This, for example, is the detailed view for the information 'nationalities':
The 'References' button in the top right corner leads to an overview of all the places in the system where this information is used. The overview looks like this:
So in this setup, 'nationalities' is being used, among two other places, on the document with information on the Residence Permit (DOC-814).
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Back on the configuration screen for a single information, your additional options (valid for all types of information) are:
Option
Description
Optional
Yes: the information will be shown to users. Providing it, however, is not required. Example: a second phone number.
Calculated
Yes: the information will be based on other provided information. The user cannot fill out anything, as the application will the deduce the correct value automatically. See: Calculated Information.
Shown title / Question
Name: Sometimes, a question works better than a term to help a user understand what information is requested. For names, for example, just the titles 'First Name' and 'Last Name' are sufficient. So in that case, Select 'Name' here.
Question: Many people find it easier to answer the question 'How many founders does this trust have?' than to provide a value to the field 'Number of trust founders'. In this case, select 'Question' and write the question that should appear with the field in the next box.
Description
Give a description of this piece of information in your default language.
Shown in Overviews
If the information is fundamental to the ontology it's connected with, you should want it to appear in overviews of that ontology.
'First name' and 'Last name' describe a person well, for example, so they should appear on overview lists of people: set this value to yes.
Column position
Choose whether you want the column with this information to appear on the left, the right or have a flexible position.
Spans two columns
Indicate whether the information is allowed to span over two columns.
Options that are only available for specific types of information, such as date format for the type Date, can be found under the respective Information Type.