> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Case management & workflow

> Configurable business objects, form-based UI, and workflow automation for the work your business actually does.

## Overview

Beyond simple documents, Nobly Insight models the real-world objects your business cares about — customers, loans, claims, applications, contracts — and puts them at users' fingertips. Cases move through configurable workflows with auditable steps, deadlines, and notifications.

## Configurable business objects

* Define your own **object types** and their attributes (text, numbers, dates, dropdowns, references)
* **Link** documents, notes, and related cases to any object
* Search and filter across business objects with rich, multi-criteria queries (And/Or logic, comparison operators, text matching, ranges, null checks)

## Form-based UI

* A flexible **template engine** renders business forms in the browser with reusable building blocks: editable fields, relation pickers, action buttons, tabs, grids, and more
* Templates are configurable per object type — your administrators control layouts without code changes
* **Inline create and edit** modes with validation and unsaved-changes protection
* **Scoped editing** so a single screen can show and edit multiple related objects at once

## Actions and automation in forms

| Capability            | What it does                                                                                                                                            |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Action buttons**    | Trigger any combination of: setting values, opening dialogs, generating documents, sending e-mails, calling external services, and running custom logic |
| **Runtime variables** | Use the current user, current date/time, and object context inside actions                                                                              |
| **Save hooks**        | Run validation or extra logic when objects are saved                                                                                                    |
| **Custom scripts**    | Power buttons and hooks with sandboxed Python — see [Extensibility](/features/extensibility)                                                            |

## Attribute-level security

Restrict who can see or modify **individual attributes** on a business object — not just which records they can open. This lets you, for example, expose a customer record to an entire team while keeping a sensitive field visible to a smaller group.

## Workflow and process automation

Move work through your organisation with predictable, auditable processes.

* Documents and business objects flow through configurable **workflow queues**
* Tasks are assigned to **users, groups, or roles** with priorities and deadlines
* **Real-time notifications** when items arrive, change state, or require attention
* **Event hooks** fire on system events (for example: a document is created or a case status changes) to trigger downstream automation
* Full **audit trail** of every step

## Where to read next

<Card title="Caseflow introduction" icon="table-columns" href="/caseflow/introduction" horizontal>
  Detailed reference for Caseflow templates, components, actions, and scripting.
</Card>

<Card title="Workflows" icon="diagram-project" href="/workflows/introduction" horizontal>
  Event-driven workflow automation — triggers, actions, tasks, and monitoring.
</Card>

<Card title="Extensibility" icon="code" href="/features/extensibility" horizontal>
  How custom logic, integrations, and the script engine extend case behaviour.
</Card>