Designers: Common


  • Using The Comparison Utility

    This tutorial shows how to use Comparison Utility in Decisions. Comparison Utility was implemented for Administrative purposes. It can be used to compare Flows and Rules. There are two options in this...

  • Toolbox Rule

    This tutorial demonstrates how to filter Categories and Subcategories in the Designers’ Toolbox. In order to accomplish this we need to create a specific Toolbox Rule that can filter Toolbox Categories...

  • Best Practices

    Flows Use linked flows to make as much testable as possible Flow Readability Avoiding crossing lines as much as possible Rename steps to state clearly what the step is actually doing Only draw...

  • Toolbox Customization With Element Rules

    There are some cases when Portal administrator in Decisions wants to customize Toolbox categories and elements in various Designers for different reasons. For such cases Toolbox Customization Rules were...

  • Extending Data in Flow Using Dynamic Variables

    In Decisions 3.2.0 users are able to extend Data Types with additional fields of any type. This is done by creating a specific Flow that accepts an Input of Type that needs to be extended and...

  • Restricting Data By Rules

    This tutorial demonstrates how a Portal administrator can restrict designers from using desirable fields in Data Structure. This feature was implemented in Decisions 3.2.0. Example: In this example...

  • Changing comment policy on save

    Administrators can enforce Designer users to enter a comment every time a Designer entity is saved. Additionally, an Administrator can make the comment optional or required for the very first save on...

  • Setting Projects up to Create Archives Automatically

    By default during any entity creation, once you save your work for the first time, an archived version of that entity is available. This makes it possible to revert to a previous version. It is possible...

  • Creating checkpoints

    This example creates a checkpoint for a flow. The concept is the same across all entities. Creating a checkpoint simply creates a backup of the entity in its history folder. This makes it possible to...

  • Rolling Back to an Archived/Checkpoint Version

    During any entity creation, once you save your work for the first time, you will automatically have an archived version available for you to use and go back to. From the Action menu on the flow select...

  • Assigning Tasks to Designer Entities

    Tasks can be assigned for Designer entities at the entity level from the Actions > History/Documentation menu option available on the entity. (Note that reports currently do not have this ability...

  • Turning Designer Entities into Templates

    A Designer entity can be made into a template. This is sensible for an entity that has properties you want to use for subsequent entities. Turning an entity into a template flags that entity as "Template"...

  • Assigning Default Designer Templates

    Default Designer templates provide a base design for building an entity. An Adminstrator can set defaults in the Designer Settings. By default, each "base" option is selected as the default; the base...

  • Using a Thumbnail's Action Menu

    Forms, flows and other entities can be previewed, run or edited using the Action menu. To access the Action menu, first select the designer projects folder that contains the entity you wish to view. ...

  • Data Types

    This document overviews commonly used Data Types in Decisions and explains what Data Types should be used for what purposes. Every variable in Decisions or a process that evaluates to a value has its...