Description of a Problem: Two systems are changing similar data and this data needs to be compared using Rules and Reconciled. Approach: Three types of flow to solve problem: Extracting data from...
An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a email server. During the setup...
Decisions includes a pre-built approval flow. This flow allows you to quickly create a flow that requires approval. In the example below, we will demonstrate how to use this pre-built approval flow to quickly create a simple vacation request...
The portal enables a report to be generated according to a schedule and emailed to users and groups having accounts in the portal. To run a job that will create a report and email it to your users...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...
Decisions flows can be exposed as an external web service. This allows external applications to utilize this flow via a standard SOAP web service call. Example Create a new flow. Click on any blank...
A named session makes it possible to pass in a specific user account when invoking a workflow via REST without exposing the user account information. Instead, a session ID is used in the URL. To create...
Prerequisites Before using the PowerShell module you must have PowerShell 3.0 installed on your Decisions server. Please see this document from Microsoft on how to install this PowerShell prerequisit:...
Decisions Studio was implemented in Decisions 3.5. This is basically an alternative Portal for Designers. If we are logged in User Portal, we can switch to the Studio by clicking Open Studio link on the...
The "favicon" is the icon that appears in the URL field of the browser window. (By default, it is a Decisions icon.) The favicon is located in three places: C:\Program Files\Decisions\Decisions Web...
In this Example we are going to create a simple Starter Splash Screen. This Screen shows up when user starts Decisions before the Portal Initialization. By default this Screen looks like this:...
A security question offers additional security when resetting or recovering a password for an account. When a user sets up a security question and provides an answer, the user can use that information...
A password grants an account access to the system, and should be changed regularly for security purposes. Note that the changing password capability is not available for any user synced from Active Directory,...
The Contact Info Entity is a folder entity which collects addresses, phone numbers, email addresses and other contact details into a single entity. It can be created within a flow, or by opening a portal...
Static navigation can be created by pinning a folder to the address bar. Subfolders will be displayed as links and actions as menu items in a section of the address bar that will not change, no matter...
Users can set a profile picture in the Portal. This is a feature managed by each user. Note that setting a profile picture does not actually display the picture anywhere in the portal; it simply makes...
You can add a notification to a folder contextually, assigning the notification type and notification mode directly to a folder. The platform has a wide variety of default notification types, the events...
User accounts can be configured to use a specific language. This will cause their portal to display in the selected language while not changing the language other users see. Prerequisite: Setting...
Using the Salesforce Module Salesforce has more than one API for developers to use for interacting with their data in Salesforce. The primary two API systems are: SOAP API REST API The Decisions...
A service catalog is a repository of flows, reports, URLs and other processes that can be requested outside of the portal. Since there can be hundreds of services, it is best to organize them by category. To...
Flows that are registered in the service catalog can be executed by users outside of the portal, but still be controlled with the same access rules and permissions. To add a flow to the service catalog,...
URLs that are registered in the service catalog can be easily opened by users and processes within the system. To add a URL to the service catalog, navigate to the Service Catalog folder, or Service...
When adding a flow or report to the Service Catalog to run as a service, user permissions to access that entity can be based on the permissions set in the entity's folder. Access to the services in...
Reports that are registered in the service catalog can be retrieved by users outside of the portal, but can still be controlled with the same access rules and permissions. To add a report to the service...
Folders that contain more than one report can be registered as a service, allowing all of the reports within that folder to be run as services as well. To add a report folder to the service catalog,...
Control access to a flow or report service in the service catalog by managing the permissions of the entity to which the service refers. To secure a flow or report service, navigate to the folder where...
Decisions offers a dynamically generated page for Service Catalog items (see: Service/Workflow Catalog Overview). However, a user may want a Service Catalog page with more flexibility than the dynamically...
You can invite groups and users to a chat session. The chat session first needs to exist. Example Begin by navigating to the folder containing the chat session and selecting the chat session in the...
You can post a document to a chat session. The chat session needs to already exist. Example In this example, add a document to an existing chat session. Begin by navigating to the folder containing...
A comment is intended to contain any notes of interest to the user, for example, a description about the folder containing the comment. Add a comment manually by selecting any folder, clicking the Add...
The Add Comment component allows you to create and view comments on a folder page. To add an Add Comment component to a page, in the Page Designer, in the Toolbox panel, expand the Integration category...
Root folders are folders which exist at the top-most level of the Folders tree. For example: Favorites, Recent, My Home and System are all root folders. You can also add a root folder. Add a document...
Add a document to a root folder quickly by drag it from the its original location to the root folder. Example To begin, we navigate to the destination root folder. Next, in Windows Explorer, we open...
Documents stored in the platform can be accessed using the document's URL. To access the URL, select the document name in the folder data panel, then select Manage > Show Document URL in the entity...
You can create chats within tickets, allowing the transcript of that chat session to be a part of the ticket record in the Chat panel. When a user is invited to a chat session, the invitation will appear...
A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...
After a tag has been added to an entity, a user can perform a search using this tag. The search results will list all entities that have the tag. To search using tags, click the search icon to...
A tag report lists all of the tags used in the portal. Use the report to identify redundant tags, to estabish naming conventions for tags, or to ensure that tags exist for all entities you wish to be...
The Tag Browser lists all the tags used in the system, including documents that are tagged. Add a Tag Browser to a portal page in the Page Designer by dragging a Tag Browser component, found...
A tag name may become redundant or obsolete and can be changed. Change a tag's name and the update is reflected throughout the system. Every entity assoicated with the tag will then have the...
A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...
This tutorial demonstrates how to use Report Distribution functionality. This feature was implemented in Decisions 3.5. Report Distribution allows to create and manage how Reports could be distributed...
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Add a previously created page to a project folder to reuse the information on that page, or to grant accounts and groups with different permissions access to the same information. Add an existing...
The portal offers multiple search options. Search for entities using the integrated incremental search features of the address bar, or use the advanced search options to apply filters to your search...
Root folders are folders which exist at the top-most level of the Folders tree. For example: Recent, My Home and System are all root folders. They are called this because, in computing parlance, they...
To directly access a folder through its URL, retrieve the folder's URL and then use the URL to access the folder through a browser. Example Note: This method is not available in Decisions...
It is possible to add a custom action to any "normal" folder, except the service catalog. ("Normal" refers to a root folder, or plain sub folder, which will be of Folder data type.) A custom action can...
The Dashboards folder is a centralized location to create and store dashboards. A dashboard is a portal page that displays and organizes complex data so that it is easy to analyze. Dashboards use reports,...
When an entity (i.e. a flow, report, rule, folder, etc.) is deleted, it is "logically deleted," meaning that the entity is removed from the Portal interface yet the entity still exists in the database...
To let somebody directly access to the Portal Folder, we can use Send Designer Folder URL in Email option from Folder’s Actions. Example: Navigate to the desirable Designer Folder and pick Send Designer...
A report can be exported to PDF, HTML, or Excel format. To export a report to PDF, while viewing the report, click the Print Report button, select the PDF option and click Print. The report is...
This tutorial demonstrates how to use, configure and create Excel Template for Report output. Example: We begin with creating a simple Report for this example. In the Designer Folder we click...
This tutorial demonstrates how to create and use Report Post Processing Flow. This Flow type is used as a Report Output Handler. With this Flow configured, users will get a new option of saving Report...
Creating a favorite action may make sense for those actions that are used on a consistent basis. When an action is made a favorite, it shows as a new name in bold, if a new name was given. The action...
To Dos are actionable notes for communicating priorities and assignments. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them listed in...
To Dos are actionable notes that can be assigned to users, group, roles or folders. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them...
Assignments can have status change to "Escalated" by setting the Escalation Date property. To set an assignment's Escalation Date, open the Assignment entity's Action menu and select Manage > Set...
Assignments requiring an immediate response can be configured to appear in a pop-up when a user first logs into the portal. To configure an assignment to appear at startup, select the assignment...
To Dos are actionable notes that can be assigned to users, group, roles or folders. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them...
Assignment start dates can be configured in the Action menu by selecting Manage > Set Start Date. The Start date for an assignment (task) is automatically set as the creation date when a task is...
What do you do when you have a lot of tasks in your queue and you have to work them 1 by 1? This is the typical situation in a workflow environment where a certain level of approval has to go to a...
When a task is initially assigned, the default behavior of the portal is to send a popup notification to the assignee(s), in addition to an email containing the task name, description, and link. A follow-up...
The Load Test Utility dynamically generates data and makes requests against the system for load testing purposes. Requests and data are defined and configured in recorded scenarios. To record a load test...
The Load Test Utility dynamically generates data and makes requests against the system for load testing purposes. Requests and data are defined and configured to run as scenarios. To run a load test scenario,...
The Load Test Utility dynamically generates data and makes requests against the system for load testing purposes. Entities created by a load testing scenario can be uniquely identified by setting their...
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Decisions includes a pre-built approval flow. This flow allows you to quickly create a flow that requires approval. In the example below, we will demonstrate how to use this pre-built approval flow to...
An administrator user can use an approval form to set up an approval chain. Example This example demonstrates how to create an approval chain using an approval form within a flow. Navigate to...
This topic demonstrates saving approval data to a folder. Specifically, a comment is written to a process folder.
Approval Chains are used to approve requests. System administrators choose which requests require approval, and by whom. This video will guide you through the customization of an Approval Chain. Example To...
This topic covers the advanced options available for configuring an approval chain. Approval chains are configured under System > Flow Management > Approval Chains. To configure...
Instead of configuring a new approval chain each time one is needed in a flow, approval chains can be configured in a central area and then loaded by flows to be used. The document Introduction to Approval...
To turn on portal statistics, navigate to System > Settings and select the Client Statistic Settings.You will now see a check box for each of the areas of statistics that can be enabled in the portal....
In addition to the set of base statistics that Decisions can automatically record (see Turning on portal statistics), individual flows can record statistics too. This can be used to recording specific...
Although some default reporting on statistics is provided on the App Statistics dashboard, users will likely want to create custom reports to report on specific applications or types of actions. This...