In order for the Portal to be able to send and receive SMS text messages, a telephony service is required. The Portal supports Plivo and Twilio. The Telephony module must also be installed. (It can be...
The system sends notifications in the form of email, popup message within the portal, or SMS text. To allow a user to receive notifications using SMS, the user's carrier must be added to the system. The...
Using a Telephony service like Twilio or Plivo, Decisions can respond to inbound IVR requests. This document explains how to configure Decisions to respond to such a request. Example If you haven't...
Using a Telephony service like Twilio or Plivo, Decision can respond to inbound SMS messages. This document explains how to configure Decisions to respond to a received message. Example If you haven't...
By default, fatal, error-level errors, and warning (non-fatal) errors are captured in the log files, indicated by the True value. Additionally, API calls and database calls that take longer than 3 seconds...
The Client Log Viewer lists warnings and errors originating from client-side processes. These client logs can be saved to use when troubleshooting performance issues. Logs can also be used to trace...
You can configure the portal to enable default auditing. The system will then audit transactions involving all entities, such as folders, assets, and tasks. A user can view an audit report by selecting...
Once the portal has been configured to enable auditing, a user can view the audit history of all entities, such as folders, documents, or tasks. To view an audit history for an entity, select...
This tutorial demonstrates how to write into the Log file, manage Logs, and create custom Categories for Logs. Log step in Decisions can be used for debugging purposes in the Workflow. This step can be...
The Decisions Profiler is designed to help you find problems in your flows. The profiler writes out all step executions with the count of executions and time those executions took. To begin a profiling...
This document demonstrates how to customize Login page in Decisions. Example: Our Portal in this example is set to ‘Show different logo on Login Page’. But the logo is small… We are going to customize...
The Edit Portal Settings screen allows you to modify portal settings that change the portal's appearance and behavior. Options include setting the portal to lock automatically after a set time, changing...
Branding the Installer To ensure proper branding, the following files must be in the same folder as the installer.exe and .MSIs during installation License.rtf: the file that is called to populate...
Customize the logo image and portal name to brand your version of the system. Use the Edit Portal Settings pop-up to change the logo and portal name that appears above the address bar. Changes made...
The portal theme sets the appearance of portal colors in title bars and page components. The portal provides many themes by default. Change the theme by selecting it at the System folder level, or by...
The portal theme sets the appearance of colors, gradients, fonts, and images in the portal. It can also set default settings for the portal's mobile app and other devices. Many themes are included with...
The default portal page contains components and settings that are available on every portal page. Customize the page style and behavior of the default portal by selecting it in the folder System >...
The portal height and width are customizable and can be set in the Edit Portal Settings pop-up. Example Because the portal's height does not match the screen's height, a vertical scroll bar appears...
Default portal folders include Knowledge Base, Service Catalog, Recent, Favorites, and My Home. Hide or show these folders using the Edit Portal Settings pop-up. Example To begin, navigate to the...
Custom themes can be used to restyle the portal header and other visual elements within the system. To create a custom theme, navigate to System > Themes, select the Create new theme action and, in...
The Portal has options for allowing the Administrator to configure the portal to show or hide the folder tree on startup. By default, the folder tree display is on and therefore the folders list on...
The default folder is the folder selected within the Folders list once a user logs in to the portal. An Administrator can set this default folder by user or by group. However, if a user decides...
Being able to customize how the portal looks enables users to optimize the platform. It is possible for an administrator to change the default folder for a user that appears when the user opens the...
The login form provides an area for the user name and password, but it also has buttons for selecting help and to see contact information for the organization. To set up the Get Help and Contact...
The login form provides an area for the user name and password, Help Button, Contact Information, Button and a News Feed area. To set up the News Feed on the login form you would navigate to the...
The minimum portal size can be customized by changing the height and width in the Portal Settings. The portal will enforce the size specified here as the minimum size allowed. Example In this example,...
The Portal browser behavior can be changed based on the portal size in the Portal Settings. The browser behavior will vary depending on the browser type used. To change the behavior, navigate...
Decisions provides users with several options of password encryption. Password encryption settings can be changed in the Settings.xml file. This file is found at C:\Program Files\Decisions\Decisions Services...
After the platform has been installed, you can change server settings. Click the Edit Settings button on the installer's Installation Type step to update server settings. Once the updates are saved,...
The platform supports SSL encryption for secure transactions over HTTPS. To enable SSL in the Installer, click the Edit Settings button. In the Settings pop-up, set HttpEndPointPort to your web server's...
The Decisions portal can be configured to force users to use SSL (HTTPS) connections by redirecting HTTP requests to HTTPS. The following describes how to configure your server to do HTTPS redirection. Example IIS...
The portal includes a keys.dat file used for data encryption. This file is not created until an encryption option is selected and thus an encryption key made. As a precaution, it is recommended to create...
The Settings folder allows an Administrator to alter the settings of the portal, and many entities and processes that the platform supports. You can change settings related to Active Directory, the portal,...
The Locations folder stores information about various companies and divisions within companies. You can store address information of the company or division, its business days, and business hours. These...
Cache definitions can be used to selectively or completely cache aliases, databases or files at selected intervals. Cache configuration can be created, edited and managed in the System > Cache folder. Example Navigate...
A task sequence number is automatically added to each task name. These numbers help to group and order related tasks. Change the task sequence number by selecting the number in the System > Common...
The Portal can be customized to be locked based on inactivity after a determined amount of seconds, minutes, hours, days, months, and even years has passed. If the Administrator knows that computers...
The Portal has options for allowing a user or a group of users to create root folders.The administrator enables these features. To set this up, navigate to System >Settings. From the Folder Data...
Add notifications for events that display to members of designated groups through a variety of methods, including email, SMS, a popup message and Twitter. The platform contains an extensive list of default...
Notifications sent from the platform contain a link back to the base URL for the portal. For example, the system may send a default notification due to an error, or a task notification to a user. The...
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The platform has three document storage options. Documents can be stored in the system's database, in a file system, or in an open source Mongo database. To change how the system stores documents, navigate...
To set up a new language, first enter a custom translation string, which is the text that should be translated. This text can be one or multiple words. Then, you add the language for translation. Finally,...
It is possible to set up the server to use Date/Time translation so a user in a different time zone can have any portal time fields (e.g. "date created" column in reports) translated to their local...
This article overviews Folders structure in System Folder in the Portal. If we navigate and expand System folder in the Portal, we should be able to see the following Folders: Administration, Applications,...
For security purposes, Portal access can be restricted to specific IP addresses. This can be done at the account level. The account level, being more specific, is checked...
Time zones in Decisions are derived from the Time Zones recorded in Windows 2008 Server. When time-shifting dates and times between time zones, be sure to use the Time Zone Value rather than the Display...