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* Home
* Forum
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* Step Library
* Home
* Forum
* Training
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* Version 8
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* Step Library
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* Step Library
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* Introduction
* What is Decisions?
* Platform Architecture
* Version 8 Features
* Terms Glossary
* Navigating the Studio/Portal
* Visual Designers
* Introduction to the App Store Updated
* Feature Elimination
* Installation
* Prerequisites
* Installation Requirements
* .NET Versions for Decisions Updated
* Installer Hosting Options
* Prerequisite for IIS Hosting
* SQL Server Database Permissions
* Deployment and Configuration Options
* Basic
* Installation Guide Updated
* Installing on AWS
* Storing Encryption Keys
* Settings.xml Overview Updated
* Advanced
* Installing on an Alternate Port
* Securing a Decisions Installation
* Configuring the Server for SSL (HTTPS) Updated
* Running as a Non-Admin
* Silent Installation
* Installing Decisions Using Azure Service Principal Updated
* Enterprise
* Containers
* Containers Overview
* Decisions Environment Variables Updated
* Deploying Containers on Docker
* Deploying Containers on Azure
* Deploying Containers on AWS
* Deploying Containers on GCP
* Securing Decisions Container Environment
* Clusters
* About Clustering
* Setting Up A Cluster
* Setting Up Redis External Caching Updated
* About Load Balancing
* Load Balancer Health Probes
* Deploying an AWS Kubernetes Cluster
* Deploying Azure Kubernetes Services (AKS)
* Setting the Primary Job Server for a Cluster Updated
* Multi Tenancy
* About Multi-Tenancy
* Multi-Tenant Architecture Updated
* Setup
* Setting up a Control Instance
* Setting Up Tenant Instance on Separate Machines
* Setting Up Same Machine Multi-Tenancy With Provisioning Updated
* Multi-Tenant Containers
* Licensing Multi-Tenancy
* Upgrade
* Upgrading a v8 Multi-Tenancy
* Upgrading a v6 Multi-Tenancy to v8
* Modules
* Multi-Tenant Active Directory Setup and Sync
* OpenID in Multi-Tenancy
* Migration
* Migrating a Standalone Database into a Multi-Tenant Instance
* Migrating From a Tenant Instance to a Standalone Database
* Troubleshooting
* Troubleshooting Multi-Tenant Environments Updated
* Upgrading
* Minor Version Update Guide Updated
* Upgrading Decisions (v7 to v8) Updated
* Upgrading Decisions (v6 to v8)
* Getting Started
* Organization
* Searching the Decisions Environment
* Folders
* Creating a Designer Project
* Customizing Folders
* Designer Folder Actions Glossary Updated
* Adding Documents to the Portal
* Showing Hidden or Deleted Items In a Folder
* Setting Up Notifications for Events within a Folder
* Folder Permission Audit
* Tagging
* Tagging Overview
* Tagging Decisions Objects
* Search by Tags
* Projects
* Assigning a Project to a Designer Element
* Production Ready Project Check List Updated
* Personalization
* Setup Security Questions For Decisions Account
* Creating Favorite Actions
* Custom Date & Time Format Strings
* Email Templates
* Changing Your Password
* Versioning
* About Version Control
* History and Documentation
* Checkpoints
* Using The Comparison Utility
* Workflow Catalog
* Workflow Catalog Overview
* Create a Workflow Catalog and Catalog Item
* Registering URL in the Workflow Catalog
* Adding an Open Page Item to Workflow Catalog
* Show Report in Workflow Catalog
* Best Practices
* Decisions Best Practices
* Troubleshooting Designer Elements
* System Information Overview
* Dependencies Overview
* Data Designer and Design Pattern Overview
* Creating Reusable Templates from Designed Elements
* Accessibility Compliance
* Decisions URL Paths
* URL Navigation in Decisions
* Access Document from its URL
* Mobile Portal
* Mobile Portal
* Setup UI Elements for Mobile and Tablet Devices
* Glossary of Supported Form and Page Controls for Mobile Portal
* Data Structures
* Starting with Data Structures
* About Data Structures
* Differences Between Data Structures
* About Data Types
* Object Overview
* About FolderID, EntityID and EntityFolderID
* Data Structure Relationships
* Creating Data Structures
* Creating Case Entities
* Creating Entities
* Creating Leased Entities
* Creating External Entities
* Creating Entity Extensions
* Creating Folder Extension Data Structures
* Creating Flow Execution Extension Data Structures
* Creating Flow Structures
* Creating Defined Data Structures
* Creating Database Structures
* Creating Value Lists
* Creating a CSV Data Structure
* Creating Types From JSON Schema
* Creating Types From XSD
* Creating Types From JSON
* Data Fields
* Data Field Settings
* PII Fields on Data Structures
* Type As Lookup List
* Superclasses and Subclasses
* Changing Data Fields
* Building Data Structures CRUD Actions
* Data Structure CRUD Overview
* Case Entity CRUD Actions Updated
* Database Structure CRUD Actions
* Defined Data Structure CRUD Actions
* Entity Structure CRUD Actions
* Entity Extension CRUD Actions
* External Entity CRUD Actions
* Flow Execution Extension CRUD Actions
* Folder Extension CRUD Actions
* Managing Data Structures
* Configuration Folder
* About Configuration Folders
* Creating Configuration Extensions
* Creating User Actions
* Adding Validation Rules to Entities
* Creating Entity Events
* Entity Action Visibility Rules
* Customized Process View Page
* Importing and Exporting Data From Data Structures
* Data Extensions
* Visibility Rules on Data Fields
* Generating a Data Structure Form
* Replace Data In Configurations (Advanced) Action
* Creating Custom Case Pages
* Understanding Decisions Code Compilation
* Flows
* Create Flows
* Flow Behaviors
* About Flow Behaviors
* Building and Using Converter Flows
* Flow Step Trigger (After, Before, Error) Flow Behavior
* Folder Count Flow Behavior
* Login User Flow Behavior
* Post to Flow Handler Behavior Updated
* Login User UI Flow Behavior
* Tile Source Flow Behavior
* Turn Flow Statistics On
* Get Page Variable
* Report Field Action Handler Flow
* Password Reset Flow
* Creating a BPMN Flow
* Exporting BPMN Flow
* Report Group Action Flow
* Steps
* About Steps
* Step Index Updated
* Toolbox Overview
* Step Help
* Shape Icons In Flow Designer
* Step Outcomes
* Simple Flows
* About Simple Flows
* Creating Simple Flows
* Renaming Simple Flow Steps
* Default Simple Flow Steps
* Sub Flows
* Sub Flows
* Champion Challenger for Flows
* Create Sub Flows using Existing Steps
* Using Runtime Selection
* Configure Flows
* Mapping
* Using the Mapping Editor
* Input and Output Mapping Type Overview
* Using the Mapping Step
* Set Flow Output Data
* Establishing Constant Data (Global Variables)
* Creating Drop Down Lists for Constant Mapping Updated
* Lookup List Flows
* Data
* Data Pairs
* Create Data Pairs
* Files
* File Type Overview
* Getting File Data From a Document
* Process Folders
* Best Practices for Process Folders
* Creating a Process Folder
* Using Process Folders
* Caching
* Caching Overview
* Caching Systems
* Cache Definitions
* Cache Steps
* Cache Fetch Flow Behavior
* Outcome Caching
* Caching Data Structures
* Changing Cache Configuration Settings
* Writing to a Time Cache Definition
* Debug Flows
* Running Unit Tests on a Flow
* Unit Testing (Advanced)
* Using the Flow Debugger
* Using Testing Simulation in the Debugger
* Unit Test Results Page
* Implement Flows
* Running a Flow from a URL
* Running a Flow as a Scheduled Job
* Exposing Flows as Actions in the Portal Updated
* Best Practices
* Refactoring In-Flight Flows Updated
* Saving Flow Step Configuration as a Template
* Using Swim Lanes
* Exception Handling Best Practices
* Forms
* Create Forms
* Form Controls
* Data Grids
* Displaying Lists of Objects in a Data Grid
* Using Grid Mode in Data Grid/Advanced Data Grid
* Editing Data Grid Items with the Property Grid
* Advanced Data Grids
* Data Grid vs Advanced Data Grid
* Data Repeaters
* Data Repeaters
* Mixed Type Repeater
* Dropdown Lists
* Creating a Dropdown List
* Creating a Flow Output Dropdown List
* Adding Outside Values to a Dropdown List
* Multi Select Dropdown List Component
* Handling Large Dropdown Lists
* Javascript Controls
* Creating JavaScript Form Controls
* Creating JavaScript Form Controls (Advanced)
* JavaScript Control Using Library
* Form Control Glossary
* Form Control Behavior Overview
* Form Control Key Triggers
* Adding a Timeline to a Series of Forms
* Color Picker
* Copy-able Label
* Creating Help Text Messages for Form Fields
* Masked Textbox Control
* Currency Box and Number Box/Spinner
* Document Viewer
* Multiple File Upload and Download Controls
* Tree View Control
* User Controls
* Video Control
* Latitude and Longitude Control
* HTML Display Control
* Create Form with Property Grid
* Editing Data Objects in a Wizard Property Grid
* Progress Bar Overview
* Editing CSV Records in a Form
* Simple Forms
* About Simple Forms
* Simple Form Control Glossary Updated
* Configuring Date Time Field
* Configuring Buttons in Simple Forms
* Configure Forms
* Layout & Design
* Creating Form Backgrounds
* Layouts Overview
* Form Organization
* Grid Layout
* Canvas Layout Updated
* Header Container Layout
* Horizontal and Vertical Stacks
* Split Panel Layout
* Responsive Containers and Grids Updated
* Tabs Container Layout
* Using the Tab Editor to Set Tab Order
* Side Menu Containers Updated
* Creating End Forms
* CSS
* Using CSS in Forms
* Pre-Defined CSS Classes for Forms
* Responsive GridLayout with CSS
* CSS Properties on Form Controls
* Data & Logic
* Validations Overview
* Customizing Validations in Decisions
* Setting Required Value For Outcome Path
* Active Form Flows - Validations Updated
* Validation Rule
* Active Form Flows Overview
* Mapping Form Data Inputs and Outputs
* Active Form Flow - Visibility
* Setting Form Control Values
* Displaying Flow Data on Forms
* Sub Dialog Data Flow
* Form Expiration and Auto Resume
* Legacy
* Controlling Form Fields with Visibility Rules
* Using Data Flow In a Form
* Using Form Outcome Rules
* Validating Form Data with a Rule
* Validating Form Data with a Flow
* Form Settings in the Flow Designer
* Implement Forms
* Assignments
* About Assignments
* Starting with Assignments
* Assignment Settings and Configuration
* Create an Assignment
* Create a Custom Assignment Notification Email
* Configuring Assignees
* Configuring Assigned Form Task Assignees
* Creating and Using Assignment Roles
* Redirecting Assignments With Change Assignment
* Using Guest Account for Anonymous Tasking
* Managing Assignments
* Setting Assignment Escalation Dates
* Auto Complete Assigned Form
* Completing Assignments Using API
* Setting Up Email Response Scheduled Job
* Email Response Handling
* Handling Email Response Replies
* Parallel Approvals
* Branching and Merging Flows
* Processing Lists of Items with the Branch ForEach Step
* External Form Communication
* Basic External Form Process
* Passing Data to External Forms (Basic)
* Embed Decisions Form in a Web App
* Rules
* Create Rules
* Creating Statement Rules
* Creating an Expression Rule
* Creating a Truth Table
* Creating an External Truth Table
* Creating a Rule Table
* Creating a Matrix Rule
* Creating a Tree Rule
* Creating a Rule Set
* Creating an Interceptor Rule
* Creating a Rule Chain
* Creating a Sequential Rule
* Leveraging Default Rules
* Rule Verbs Updated
* Configure Rules
* List Container Rules
* Running Flow Actions From A Rule
* Missing Result on Rules
* Outputting Data From Rule Steps
* How to Use Rule Audit History
* Champion Challenger for Rules
* Rule Extension
* Truth Tables
* About Truth Tables
* Truth Table Actions
* Overriding Verbs in Truth Tables
* Set Otherwise Action
* Returning Multiple Values in Truth Tables
* Changing Truth Table Execution Results
* Debug Rules
* Implement Rules
* Using Random Rule and Sampling Rule Steps Updated
* Evaluate Dynamic Expression As Rule
* Creating Rules From Intercepted Data
* Triggering Outcomes on Intercepted Data
* Truth Tables in Rule Set
* Expose Step as a Rule
* Page Visibility Rule
* Reports
* Create Reports
* Create a Report From a CSV/XLS File
* Configure Reports
* Properties
* Report Properties
* Setting Column Properties
* Setting Report Row Colors
* Allowing Inline Editing on a Report
* Using Conditional Formatting
* Overriding Action Contexts on Reports
* Row Click Action Types
* Configuring Report Snapshots
* Using Icons On Reports
* Using a Flow to Source a Report
* Filter
* Report Filter Glossary
* Adding Filters to a Report
* Rule Filter On Report
* Report Filtering Options During Runtime Updated
* Reports Sharing Filters At Runtime
* Reports Filtered by Row Selection
* Parent-Child Report Filtering Using a Bar Chart
* URL Aware Text-Based Filters on Reports via REST API
* Charts
* Adding Charts to a Report
* Multi Series Charts
* Adding Ad Hoc Charts to a Report at Runtime
* Calculated Columns
* Calculated Column Overview
* Embedded Links in Reports
* Decrypting PII Data Fields with a Report
* Using Flow Inline Fields to Extend Report Data
* Merging Report Fields
* Report Views
* Configuring Report View Modes
* Calendar View
* Columns View
* Hierarchy View
* Text List and Rich Text Report Views
* Creating and Drilling Down into Report Matrix Data
* Adding a Tiles View to a Report
* Implement Reports
* Using Reports As Flow Steps
* Refreshing Report Data Automatically Based on Portal Events
* Refreshing Report Data Using a Flow
* Report Row Selection Using Selection Bus
* Resetting Report Viewer Settings
* Output Reports
* Downloading/Exporting a Report
* Report Output Template
* Report Output Handler Flow
* Extending Report Distribution Options
* Pages / Dashboards
* Create Page / Dashboard
* Page Controls Updated
* Charts
* Adding and Customizing Charts on a Page
* Creating and Using Pie Charts and Ring Charts
* Tiles
* About Tiles
* Diagram Tiles
* Diagram Tile Bar Graph
* Run Flow From Tiles
* Form Tiles
* Simple Tiles
* Selecting a Data Drill View for the Report Viewer
* Report Viewer Control
* Flow Run Part
* Folder Activity Panel
* Folder Viewer
* Tag Browser
* Adding Folder Navigation Buttons to a Page
* Horizontal Folder Timeline
* Adding Run Flow Links or Buttons to a Page
* Adding User Actions with a Page/Dashboard with the Action Bars
Component
* Date Range Filter on Pages
* Filtering Reports via Page Control
* Adding an Image to a Page/Dashboard
* Configure Page
* Setting a Page Layout
* Portal Page Settings
* Using CSS on a Page
* Implement Page
* Add Page Report
* Add Embedded Web Page
* Using a Flow (Form) as a Page/Dashboard
* Business Metrics
* About Business Metrics
* Integrations
* Starting with Integrations
* About Integration
* View Integration Details Updated
* User Interface Integration
* Making Integrations Server Specific
* Named Sessions
* Creating WebHooks
* Running a Flow using an Alias
* Integration Settings
* Testing with JMeter
* Calling a Flow as a REST Service
* Agents
* Introduction to Agents
* Agent Setup and Testing
* Database Integration via Agent
* Database Integrations
* Integrating an External Database with a Flow
* Creating Database Table Relationships Updated
* Creating a Database in MSSQL for Decisions
* External Database Integration Updated
* Advanced Postgres Connection
* Integrate with Database Table
* Fetching External Data to a CSV
* Connecting with an ODBC
* Return Dynamic Data Rows When Fetching Data From Database
* Creating Access Pattern For Table Integrations
* Calling Stored Procedure From Flow to Write Data
* Raw SQL Step
* Integrating Decisions with External Oracle Database
* Connect to MySQL Updated
* External Service for OData
* Adding a Query to a Database
* Add Query (Parameterized Queries)
* Using Transaction Steps Updated
* Connecting to Amazon Redshift
* Integrating with Snowflake
* Managing Database Connection Timeouts
* Troubleshooting Database Connection Response Times
* External Webservices
* Integration with External Web Service
* JWT
* How to Set Up and Use JWT
* OAuth
* Establishing an OAuth Provider
* Creating OAuth Tokens
* Using OAuth with REST Integration
* Integrate with Microsoft Teams
* Connecting to Azure Blob Storage
* Enabling OAuth Authentication for IMAP/POP3/SMTP
* REST Service Integration
* REST Service Integration Overview
* Creating a REST Method
* Using GET Method With REST Service Integration
* Using POST Method With REST Service Integration
* Sending Composite Data through REST
* Accessing HTTP Headers via Flow
* HTTP and Response Code Error Handling
* Using Decisions in External Applications
* Decisions Platform in an iFrame
* External UI Integration
* Embed an Edit Session of a Designer in an IFrame
* Handling Cross Origin Requests
* Services
* Decisions Core Services
* Query Editor
* Query Editor
* Process Mining
* Start Process Mining
* Introduction to Process Mining
* Process Mining Requirements
* Importing/Exporting Process Mining Data
* Navigating to Process Mining Updated
* Process Mining Periodic Report
* Process Mining Flow Data Structure
* Process Map Analyzer and BPMN Modeler
* Process Map Analyzer Overview
* Filtering the Process Map
* Simulating Process Changes
* Process Mining Insights
* BPMN Modeler Overview
* Process Dashboards
* Process Dashboard Overview
* Creating a Custom Process Dashboard
* Compliance Checker
* Compliance Checker Overview
* Running Control Flow Compliance Checks
* Running Constraints Compliance Checks
* Variant Explorer
* Variant Explorer Overview
* Discovering Variants with Variant Rules
* Examining Variants
* Diagnoser
* Diagnoser Overview
* Configuring the Impact Analyzer
* Configuring the Root-Cause Analyzer
* Cost Analyzer
* Cost Analyzer Overview
* SPC Analyzer
* SPC Analyzer Overview
* Modules
* About Modules Updated
* Available Modules
* Installing Modules Updated
* Modules in GitHub Updated
* Uploading and Installing Custom Modules Updated
* Updating Custom Modules Updated
* Generating Certificates with OpenSSL
* Active Directory
* Active Directory Module Steps Updated
* Setting up Active Directory (AD) Server Authentication
* Adobe Sign
* Adobe Sign Module
* AWS
* Amazon Web Services Module
* S3
* EC2
* SageMaker
* SQS
* SNS
* Kinesis
* Lambda
* CloudWatch
* Elastic Load Balancer
* Azure
* Azure Storage Module
* Azure Key Vault
* Box Module
* Box Module
* Docusign
* The DocuSign Module
* Dropbox
* Dropbox Module
* Enterprise Module
* Background Processing with Decisions Enterprise
* Equifax
* Equifax Module
* Exchange Web Services
* Exchange Web Services Module
* Experian
* Experian Module
* FHIR
* FHIR Module
* Financial
* Financial Module
* Foreign Exchange
* Foreign Exchange Module
* Google Drive
* Google Drive Module
* Google Cloud
* Google Cloud Module Updated
* HL7
* HL7 Module Overview
* Setting up Receivers & Emitters
* Receiving and Processing Messages
* HL7 Module FAQ
* HubSpot
* HubSpot Module Basics - Setup
* HubSpot Module Basics - Steps
* iCal
* iCal Module
* Messaging
* About Messaging
* Setting Up Message Handlers
* ActiveMQ Module
* Apache Kafka
* Azure Services Module
* IBM MQ Message Services
* SolaceMQ Module Updated
* RabbitMQ Module Updated
* SQS
* MongoDB
* MongoDB Module Overview
* MS OneDrive
* MS OneDrive Module Steps
* OpenAI
* OpenAI Module
* Okta
* Installing and Configuring the Okta Module
* OpenID
* OpenID Integration
* PGP
* PGP Module
* PowerShell
* PowerShell Module Basics
* Working with PowerShell Script Step Output
* Python
* Python Module
* QR Codes
* QR Codes Module
* R Module
* R Module Overview
* Salesforce
* Salesforce Module Basics
* Using SOQL With Salesforce Updated
* SAML
* Single Sign-On With SAML
* Single Logout with SAML
* Sharepoint
* SharePoint Module
* Slack
* Slack Module
* Telephony
* Registering Telephony Service in Portal
* Creating a Telephony Handler
* SMS
* Setting Up Carriers for SMS Notifications
* Datamatics
* TruCap+ Updated
* USPS
* USPS Module
* Logging.WindowsEvent
* Logging.WindowsEvent Module
* SDK
* Getting Started
* Software Development Kit (SDK) Overview
* Handling Custom .DLL Files
* Troubleshooting a Custom .DLL File
* Adding to the Product
* SDK: Building a Module (Advanced) Updated
* Flow and Rule Steps
* SDK: Flow Steps (Basic)
* SDK: Rule Steps (Basic)
* Data Sources and Reports
* Create Custom Data Types with SDK
* Reporting Data Source Factory
* Custom Reporting Data Source (Basic)
* Custom Reporting Data Sources
* Custom Reporting Data Filters
* Custom SQL Reporting Overview
* Integrations
* Installing Decisions SDK with NuGet in Visual Studio Updated
* Calling Decisions Services from .NET
* Controlling the Product
* SDK: Creating Custom Flow and Rule Behavior
* SDK: Creating Custom Folder Behavior
* Initialize and Customize
* Setup
* Accessing System Settings (User Settings)
* SDK: Creating Settings Objects
* Custom Element Serialization [Writable] (Advanced)
* Designer Behaviors
* SDK: Custom Login Page
* Security & Permissions
* Accessing and Updating System Settings via Settings.xml
* ORM
* ORM Basics
* Using Simple ORM Objects
* ORM: Creating Custom Folder Entities
* ORM Basics Adjusting SQL Data Types
* References
* AutoRegister Attribute Glossary
* Common Property Editors
* Administrators
* User Management
* Accounts & Groups
* Creating Accounts Updated
* Creating Groups Updated
* Enabling a Guest Account
* Deactivating and Activating a User Account
* Enable User Self Registration
* Account Impersonation
* Add Sync Groups
* Using Linked Groups
* Security and Passwords
* Changing Password Policy
* Changing Password From Administrator & User Account
* Force User to Change Password
* Password Encryption Setting
* Setting Up 2FA (Two Factor Authentication)
* IP Address Filtering
* AD (Active Directory)
* Integrating Active Directory with Decisions
* Creating an Active Directory (AD) Sync Job
* SSO (Single Sign-On)
* SSO Basics
* Setting up SSO using Microsoft Entra ID Updated
* Setting up SSO for Multi Tenant Environment
* Handling Multiple Identity Providers (IDP)
* Deployment
* Import & Export
* Importing and Exporting Projects
* Import Resolutions
* Create Folder and Project Documentation
* Import and Export DMN
* Best Practices for Decisions Deployment
* Repository
* Repository Overview
* Repository Installation
* Connecting a Decisions Server to a Repository Server
* Repository Settings
* Using The Repository
* Configuring CICD Process Using Azure DevOps Updated
* Configuring Repository with Repo-SSO Updated
* Troubleshooting Repository Updated
* Repository Revisions
* Repository Branches
* Sub Project Overview
* Repository Action Flows
* IT Ops Resources
* Advanced
* Guide of Decisions Entities Locations in SQL Tables
* Database Indexing
* Designer Extensions
* Thread Pool Settings
* API and Authentication
* Using Selenium and NUnit for Front-end Testing
* Changing the Portal Base URL
* Encryption Overview
* Encryption Key Rotation
* Proxy Configuration
* Securing Decisions and Web Application Firewalls (Azure)
* Full Text Search
* Understanding Decisions Cookies
* Maintenance
* How to Restart the Decisions Application
* Best Practices for Performance Troubleshooting
* Global Debugger
* Maintenance Mode Updated
* App Server Health Monitor
* Server Performance Testing
* Backup of Decisions Database and File System
* File Storage Structure
* Decisions Disaster Recovery Architecture
* Decisions License
* Self Service Licensing Guide Updated
* Setting a Fail-Over Connection String
* Understanding Thread Jobs and Processes
* About Thread Jobs
* Understanding Processes
* Multi-Threading Flow Design
* Logging & Auditing
* Logging Overview
* Logging Settings
* Reading Logs
* Using the Log Step
* Writing To Log Files
* Creating Custom Log Files
* Setting up AWS Cloudwatch Logging Updated
* Setting Up Azure Log Analytics Integration
* Enabling W3C Logging
* Enabling Auditing
* Viewing Audit History
* Troubleshooting Using the Profiler
* Configuring Decisions with Grafana Loki Updated
* Customization
* Localization
* Localization Overview
* Managing Languages
* Timezones Overview
* Setting Up Date/Time Translation Updated
* User Culture
* Appearance
* Theme Editor
* Uploading CSS
* Uploading Custom Images
* Uploading Custom Fonts with CSS
* Custom URL Parameters
* Login Page Customization
* Change Favicon
* Changing Portal Name
* Restricting Data By Rules
* Jobs and Events
* Understanding Scheduled Jobs Updated
* Enabling and Disabling Job Updated
* Interval Job
* Flow Step Run Data Scheduled Job
* Permissions
* Setting Folder Permissions
* Folder Portal Visibility
* Limiting Designer Access to Specific User Groups
* Custom Permissions Overview
* System Folders
* System Settings
* System Settings Overview
* Import/Export Studio Settings
* App Store Settings
* Archive Entities
* Designer Studio Settings
* Document Module Settings
* Portal Settings Updated
* Login Page Settings
* System Folders Tree
* Customizing System Page
* Controlling Assignment Notification Types for Server
* Creating Custom Modes of Notification with Notification Flows
* Event Viewer
* Flow Management Dashboard
* System Validation Folder
* Turn Portal Statistics On
* Configuring Locations
* Stored Workflows
* Setting Up Notifications for Events
* Toolbox Visibility Rules
* Email and SMTP in Decisions Updated
* File Archiving and Deletion
* Integration Activities
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What is Decisions?
* 07 Aug 2023
* 1 Minute to read
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WHAT IS DECISIONS?
* Updated on 07 Aug 2023
* 1 Minute to read
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Article Summary
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Decisions is an intelligent process automation platform that is designed to
streamline and automate business processes and applications. It offers a wide
range of capabilities that encompass Workflow and Rules engine, Integration,
Reporting, and Process Mining. This comprehensive suite of features enables
organizations to optimize their operations and drive efficiency.
The Studio, which is a key component of Decisions, provides users with a
powerful environment for building applications. Within the Studio, users have
access to a suite of Visual Designers that allow them to create and edit Flows,
Rules, Forms, Dashboards, Reports, and more. This visual approach to application
development simplifies the process and reduces the need for extensive coding
knowledge. Additionally, the Data Structure Designer allows users to create
customized objects with specific properties, facilitating communication with
databases and enabling the management of user and application data. This means
that business users, whether they are technical or non-technical, have the
flexibility to create and maintain complex business logic with ease using a
No-code approach.
Decisions caters to a wide range of business logic requirements, adapting to the
specific needs of organizations. Some common use-case examples include; Approval
Tracking for processes like Purchase Requests, Insurance Claim Handling, and
Travel Requests; Evaluating Data Against Rules for tasks such as Loan
Applications, Risk Management, Financial Aid Inquiries, and Inventory
Management; and Document Processing for activities like Clinical Trials,
Employee On-Boarding, and Compliance Audits.
Integration is another core aspect of Decisions, and the Studio provides
multiple options to connect with existing infrastructure seamlessly. By
leveraging REST API services, Decisions ensures that integration with external
systems and data sources is smooth and efficient. This connectivity empowers
organizations to leverage their existing investments and create a unified
ecosystem.
One of the advantages of Decisions is its web-based delivery model. The software
operates entirely within modern browsers without needing plugins or custom
technology. This approach ensures compatibility across platforms and simplifies
the deployment and maintenance of the solution. Decisions utilize HTML5 and CSS3
technologies and is optimized for browsers such as Edge and Chrome.
For organizations considering implementing Decisions, it is important to review
the Installation Requirements article. This resource provides detailed
information about the system requirements and configurations needed to ensure a
smooth setup and operation of the platform.
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