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...