How to create Information

Here you will learn how to create a piece of Information.
The Basics
In the Configuration menu, choose 'Information'. Then, at the top of the information overview screen which appears, click 'Create Information'.
In the window that pops up you are asked to provide some basics on the new piece of information you want to add to Atfinity.
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. This name should be unique within your configuration (see this explanation). The key must be written in snake_case: no capital letters and no spaces. Instead use “_” to separate words if there is more than one word. Example: first_name, date_of_birth or domicile.
Name
The name of the information in English.
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.
After clicking ‘Confirm’ the newly created information will appear on the information overview screen.
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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':
General
After opening an individual information, the following additional options can be set (valid for all types of information):
Option
Description
Color Tag
You can select a color tag which the information will be marked with on the information overview screen.
Optional
Yes: the information will be shown to users. Providing it, however, is not required. Example: a second phone number.
Read Only
Yes: the information field will be read only and cannot be directly edited.
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.
Description
Give a description of this piece of information in your default language. This description will then be visible in the Case Manager.
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 'Minimum Length' for the type Text (Single Line), can be found under the respective Information Type.
References
Clicking on the ‘Reference’ tab brings you to a list showing all documents, sections, rules, etc. which use or access this information.
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Outline

The Basics

Additional Options