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* Home
* Forum
* Training
* Step Library
* Home
* Forum
* Training
* Step Library
* Version 9
* Version 9
* Version 8
* Step Library
* Release Notes
* Projects
* Step Library
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* Introduction
* What is Decisions?
* Platform Architecture Updated
* Version 9 Features
* Terms Glossary
* Navigating the Platform
* Visual Designers
* Installation
* Prerequisites
* Installation Requirements Updated
* .NET Versions for Decisions
* Installer Hosting Options
* Prerequisite for IIS Hosting
* SQL Server Database Permissions
* Deployment and Configuration Options
* Basic
* Installation Guide
* Storing Encryption Keys
* Settings.xml Overview
* IIS Hosting Manual Setup
* 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 a Failover (HA) Server
* Configuring Server for HTTPS Redirection
* Installing Decisions Using Azure Service Principal
* Enterprise
* Containers
* Containers Overview
* Decisions Container
* Decisions Environment Variables
* Decisions Environment Variables Updated
* Configuring Settings.xml to Environment Variable
* Deploying Containers on Docker Updated
* Deploying Containers on Azure
* Deploying Containers on Amazon ECS
* Converting and Upgrading a Container
* Deploying Containers on GCP
* Deploying Azure Kubernetes Services (AKS)
* Deploying an AWS Kubernetes Cluster
* Securing Decisions Container Environment
* AWS Container Setup
* Azure Container Setup
* Clustering
* About Clustering
* Decisions Clustering
* Setting up a Cluster server
* Setting Up Redis External Caching
* About Load Balancing
* High Availability
* Configuring Azure Application Gateway
* Understand Scheduled Jobs in Cluster Environment
* Multi Tenancy
* Multi-Tenant Architecture
* Setup
* Setting up a Control Instance
* Setting Up Tenant Instance on Separate Machines
* Muti-Tenant Clustering
* Multi-Tenant Containers
* Licensing Multi-Tenancy
* Upgrade
* Modules
* Multi-Tenant Active Directory Setup and Sync
* Migration
* Migrating a Standalone Database into a Multi-Tenant Instance
* Migrating From a Tenant Instance to a Standalone Database
* Migrating a Control Instance and Tenants to New Databases
* Troubleshooting
* Troubleshooting Multi-Tenant Environments
* Upgrading
* Minor Version Update Guide
* Upgrading Decisions (v8 to v9) Updated
* Upgrading Decisions from v7 or below Updated
* Decisions License
* Self Service Licensing Guide
* Getting Started
* Organization
* Introduction to the App Store
* Searching the Decisions Environment
* Tagging
* Tagging Overview
* Tagging Decisions Objects
* Search by Tags
* Personalization
* Creating Favorite Actions New
* Custom Date & Time Format Strings
* Email Templates
* Changing Your Password
* Versioning
* About Version Control
* History and Documentation
* Checkpoints
* Using The Comparison Utility Updated
* Best Practices
* Decisions Best Practices
* Troubleshooting Designer Elements
* System Information Overview
* Data Designer and Design Pattern Overview
* Creating Reusable Templates from Designed Elements
* HIPAA Compliance in Decisions
* 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
* Projects
* Legacy Projects and Upgrading to v9
* ProjectHub Overview
* Projects Conversion
* Creating a Project
* Info Dashboard
* Project Health Updated
* Project Dependencies Updated
* To-Do
* Project Integrations
* Public
* Catalog
* Public Folders
* Manage
* All Mappings
* Project Constants Updated
* Assignment Roles
* Project Error Handling
* Project SDK Extensions
* Code Compilation in Project Hub
* Database Dashboard
* Project Permissions Updated
* Managing Items within a Project
* Managing Elements within a Project
* Designer Folders
* Actions Glossary
* Customizing Folders
* Adding Documents to the Portal
* Showing Hidden or Deleted Items In a Folder
* Deploying Projects
* Create Folder and Project Documentation
* Production Ready Project Check List
* Deploying Projects
* 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
* 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
* Creating Configuration Extensions
* Creating User Actions
* Adding Validation Rules to Entities
* Creating Entity Events
* Customized Process View Page
* Importing and Exporting Data From Data Structures Updated
* Data Extensions
* Visibility Rules on Data Fields
* Generating a Data Structure Form
* Creating Custom Case Pages
* 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
* Login User UI Flow Behavior
* Process Folder Data Aware Behavior
* Tile Source Flow Behavior
* Turn Flow Statistics On New
* Get Page Variable New
* Report Field Action Handler Flow
* Password Reset Flow
* Creating a BPMN Flow
* Exporting BPMN Flow
* Report Group Action Flow
* Steps
* Step Index
* 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
* Create Type From Data
* Establishing Constant Data (Global Variables)
* Creating Drop Down Lists for Constant Mapping
* Lookup List Flows
* Data
* Data Pairs
* Create Data Pairs
* Merging Data Pairs Using the NVelocity Merge Raw Step
* Files
* File Type Overview
* File References
* File Reference Entity
* Getting File Data From a Document New
* Process Folders
* Best Practices for Process Folders
* 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
* Caching Patterns
* Caching Tips
* Debug Flows
* Running Unit Tests on a Flow
* Unit Testing (Advanced)
* Using Testing Simulation in the Debugger
* Unit Test Results Page
* Implement Flows
* Running a Flow from a URL New
* Running a Flow as a Scheduled Job Updated
* Exposing Flows as Actions in the Portal
* Designer Extensions
* Best Practices
* Refactoring In-Flight Flows
* Saving Flow Step Configuration as a Template
* Using Swim Lanes
* Exception Handling Best Practices
* Forms
* Create Forms New
* 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
* 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
* 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 Updated
* 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
* Configuring Date Time Field
* Configuring Buttons in Simple Forms New
* Configure Forms
* Layout & Design
* Creating Form Backgrounds
* Layouts Overview
* Form Organization
* Grid Layout
* Canvas Layout
* Header Container Layout
* Horizontal and Vertical Stacks
* Split Panel Layout
* Tabs Container Layout
* Using the Tab Editor to Set Tab Order
* Creating End Forms
* Data & Logic
* Configuring Autofill Data for Forms
* Validations Overview
* Customizing Validations in Decisions
* Setting Required Value For Outcome Path
* Active Form Flows - Validations
* 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
* Using Data Flow In a Form
* Using Form Outcome Rules
* Validating Form Data with a Rule
* Validating Form Data with a Flow
* CSS
* Using CSS in Forms
* Pre-Defined CSS Classes for Forms
* Responsive GridLayout with CSS
* CSS Properties on Form Controls
* Form Settings in the Flow Designer
* Implement Forms
* Assignments
* About Assignments Updated
* Starting with Assignments
* Assignment Settings and Configuration
* Create an Assignment
* Create a Custom Assignment Notification Email
* Assignment Database Tables
* 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
* Email Response Handling
* Handling Email Response Replies
* Parallel Approvals
* Branching and Merging Flows
* Processing Lists of Items with the Branch ForEach Step New
* Cancelling Branch Assignments
* External Form Communication
* Basic External Form Process
* Embed Decisions Form in a Web App
* Formulas New
* Create Formulas
* Building Formulas New
* Function Glossary Updated
* Rules
* Create Rules New
* 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
* Configure Rules
* Rule Verb Extension
* 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 via Flow
* Truth Tables
* About Truth Tables
* Truth Table Actions
* Overriding Verbs in Truth Tables
* Set Otherwise Action
* Creating Composite Type in Truth Table
* Returning Multiple Values in Truth Tables
* Changing Truth Table Execution Results
* Debug Rules
* Implement Rules
* Using Random Rule and Sampling Rule Steps
* 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
* 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
* Reports Sharing Filters At Runtime
* Reports Filtered by Row Selection
* 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
* Creating a Chart with a Flow
* Calculated Columns
* Calculated Column Overview
* Embedded Links in Reports
* Using Flow Inline Fields to Extend Report Data
* Merging Report Fields
* Report Views
* Configuring Report View Modes
* Calendar 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
* 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 New
* Downloading/Exporting a Report
* Report Output Template
* Report Output Handler Flow
* Extending Report Distribution Options
* Pages / Dashboards
* Create Page / Dashboard
* Page Controls
* Charts
* Adding and Customizing Charts on a Page
* Using Gantt Charts on a Diagram Tile
* Charts Use Flow Mode
* Tiles
* About Tiles
* Diagram Tiles
* Diagram Tile Bar Graph
* Diagram Tile Refresh on Selection Bus
* Run Flow From Tiles
* Form Tiles
* Simple Tiles
* JavaScript Page Controls
* 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 an Image to a Page/Dashboard
* 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
* Configure Page
* Setting a Page Layout
* Portal Page Settings
* Using CSS on a Page
* Implement Page
* Navigating a Page
* Business Metrics
* About Business Metrics
* Networking
* Decisions Cloud Hosted Guide
* Adding Custom HTTP Headers to a Decisions Installation
* Adding Custom HTTP Headers to an IIS Installation
* Integrations
* Starting with Integrations
* About Integration
* View Integration Details
* User Interface Integration
* Making Integrations Server Specific
* Named Sessions
* Running a Flow using an Alias
* Integration Settings
* Testing with JMeter
* Calling a Flow as a REST Service
* Agents
* Database Integration via Agent
* Database Integrations
* Database Integrations Overview
* Integrating an External Database with a Flow
* Creating a Database in MSSQL for Decisions
* External Database Integration
* Advanced Postgres Connection
* Connecting with an ODBC
* Integrate with Database Table Updated
* Fetching External Data to a CSV
* Return Dynamic Data Rows When Fetching Data From Database
* Creating Access Pattern For Table Integrations New
* Using Stored Procedure in Flows
* Raw SQL Step
* Integrating Decisions with External Oracle Database
* Connect to MySQL
* Connecting to Amazon Redshift
* External Service for OData
* Add Query (Parameterized Queries)
* Using Transaction Steps
* Integrating with Snowflake
* Managing Database Connection Timeouts
* Troubleshooting Database Connection Response Times
* External Services
* Integration with External Web Service
* OpenAPI Integration
* 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 Fiddler with Decisions
* 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
* Using Decisions in External Applications
* Decisions Platform in an iFrame Updated
* External UI Integration
* Embed an Edit Session of a Designer in an IFrame
* Handling Cross Origin Requests Updated
* Services
* Decisions Core Services
* Query Editor
* Query Editor
* Decisions Backend
* Database
* Database Indexing
* Full Text Search New
* Backup of Decisions Database and File System
* Setting a Fail-Over Connection String
* Security
* Encryption Overview
* Encryption Key Rotation
* How to Restart the Decisions Application
* Understanding Decisions Code Compilation
* Process Mining
* Start Process Mining
* Introduction to Process Mining
* Process Mining Requirements
* Importing/Exporting Process Mining Data
* Navigating to Process Mining
* Process Mining Periodic Report
* Process Mining Flow Data Structure
* Troubleshooting Process Mining
* 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
* Running Control Flow Compliance Checks
* Running Constraints Compliance Checks
* Compliance Checker Overview
* Variant Explorer
* Discovering Variants with Variant Rules
* Variant Explorer Overview
* 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
* Available Modules
* Installing Modules
* Generating Certificates with OpenSSL
* Active Directory
* Active Directory Module Steps Updated
* Setting up Active Directory (AD) Server Authentication
* Adobe Sign
* Adobe Sign Module
* AI.Common
* AI Common
* AWS
* Amazon Web Services Module
* S3
* EC2
* SageMaker
* SQS
* SNS
* Kinesis
* Lambda
* CloudWatch
* Elastic Load Balancer
* AWS Bedrock
* AWS Bedrock
* Azure
* Azure Storage Module
* Azure Key Vault
* Box Module
* Box Module
* Datamatics
* TruBot Module
* TruCap+
* Docker
* Docker Module
* Docusign
* The DocuSign Module
* Dropbox
* Dropbox Module
* 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
* Google Vertex
* Google Vertex AI
* 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
* Jira
* Jira Module Steps
* Logging.WindowsEvent
* Logging.WindowsEvent Module
* Messaging
* About Messaging
* Setting Up Message Handlers
* ActiveMQ Module
* Apache Kafka
* Azure Services Module
* IBM MQ Message Services Updated
* SolaceMQ Module
* RabbitMQ Module
* MongoDB
* MongoDB Module Overview
* Integration with Cosmos DB
* MSCRM
* MSMQ Module
* MS OneDrive
* MS OneDrive Module Steps
* OpenAI
* OpenAI Module
* Okta
* Installing and Configuring the Okta Module Updated
* Okta Integration Troubleshooting
* OpenID
* OpenID Integration Updated
* PGP
* PGP Module
* Plaid
* Plaid Module
* PowerShell
* PowerShell Module Basics
* Working with PowerShell Script Step Output
* Python
* Python Module
* QR Codes
* QR Codes Module
* R Module
* R Module Overview
* Remedy
* Remedy Module
* Salesforce
* Salesforce Module Basics
* Using SOQL With Salesforce
* SAML
* Single Sign-On With SAML Updated
* Single Logout with SAML
* Sharepoint
* SharePoint Module Updated
* Slack
* Slack Module
* SSH
* SSH Module
* Symantec
* Symantec Module
* Telephony
* Registering Telephony Service in Portal
* Creating a Telephony Handler
* SMS
* Setting Up Carriers for SMS Notifications
* Hooking up Inbound SMS Conversation
* Voice Calls
* Creating an Outbound SIP Flow Updated
* Respond to Inbound Telephony Conversation
* Recording and Transcription
* Twitter
* Integrating a Twitter Account
* Posting a Twitter Message Using a Flow
* USPS
* USPS Module
* Word To PDF
* WordToPDF
* X12
* X12 Interchange
* SDK
* Getting Started
* Software Development Kit (SDK) Overview
* Getting Started in Visual Studio
* Adding to the Product
* SDK: Building a Module (Advanced)
* SDK: Referencing Third Party Libraries New
* Flow and Rule Steps
* SDK: Flow Steps (Basic)
* SDK: Flow Steps (Advanced)
* SDK: ISync Flow Steps (Advanced)
* SDK: Rule Steps (Basic)
* SDK: Rule Steps (Advanced) New
* SDK: Default Parameters and Custom Editors (Basic)
* SDK: Default Mappings (Advanced) Updated
* SDK: Custom Validation(Advanced)
* SDK: Consuming Data (Advanced)
* 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
* Calling Decisions Services from .NET
* Controlling the Product
* SDK: Creating Custom Flow and Rule Behavior
* SDK: Rule Behavior
* SDK: Text Merge Behavior
* SDK: Text Merge Extensions
* SDK: Creating Custom Folder Behavior
* SDK: Property Editor Basics Changing Property Classification
* 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
* Advanced
* Guide of Decisions Entities Locations in SQL Tables
* API and Authentication
* Modifying an Application Servers SMTP Settings
* Using Selenium and NUnit for Front-end Testing
* Changing the Portal Base URL
* Securing Decisions and Web Application Firewalls (Azure)
* Troubleshooting
* Best Practices for Performance Troubleshooting
* Global Debugger
* Maintenance Mode
* App Server Health Monitor
* Decisions Developer Debug Mode
* Server Performance Testing
* Optimizing a Decisions Install for Performance
* 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
* Setting Up Azure Log Analytics Integration
* Enabling Auditing
* Configuring Decisions with Grafana Loki
* Troubleshooting Using the Profiler
* Usage Logs
* Understanding Thread Jobs and Processes
* About Thread Jobs
* Understanding Processes
* Multi-Threading Flow Design
* Thread Pool Settings
* Decisions Disaster Recovery Architecture
* Administrators
* User Management
* Accounts & Groups
* Creating Accounts
* Creating Groups
* 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
* MFA (Multi-Factor Authentication) Overview
* Setting Up 2FA (Two Factor Authentication)
* IP Address Filtering
* AD (Active Directory)
* Integrating Active Directory with Decisions
* Creating an Active Directory (AD) Sync Job
* Enabling Single Sign On with Active Directory
* SSO (Single Sign-On)
* SSO Basics
* Setting up SSO using Microsoft Entra ID
* Setting up SSO for Multi Tenant Environment
* Handling Multiple Identity Providers (IDP)
* Deployment
* Import & Export
* Importing and Exporting Projects
* Import Resolutions
* Import and Export BPMN
* 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 New
* Repository Revisions
* Repository Branches New
* Repository Action Flows
* Customization
* Localization
* Localization Overview
* Managing Languages
* Timezones Overview
* Setting Up Date/Time Translation
* 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
* Enabling and Disabling Job
* Interval Job
* Flow Step Run Data Scheduled Job
* Allowing a Job to Specify Thread Pool
* Permissions
* Setting Permissions Updated
* Limiting Designer Access to Specific User Groups
* System Folders
* System Settings
* System Settings Overview
* Import/Export Studio Settings
* App Store Settings
* Archive Entities
* Designer Studio Settings
* Document Module Settings
* Portal Settings
* Login Page Settings
* System Folders Tree
* Controlling Assignment Notification Types for Server
* Flow Management Dashboard
* System Validation Folder
* Turn Portal Statistics On
* Configuring Locations
* Stored Workflows
* Setting Up Notifications for Events
* Edit Flow Data While A Flow Is Running
* Toolbox Visibility Rules
* Email and SMTP in Decisions
* File Archiving and Deletion
* Integration Activities
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What is Decisions?
* 18 Dec 2023
* 1 Minute to read
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WHAT IS DECISIONS?
* Updated on 18 Dec 2023
* 1 Minute to read
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Article summary
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Decisions is an intelligent process automation platform designed to
revolutionize business operations. The Workflow and Rules engine streamlines
processes, while Process Mining optimizes operations by analyzing process data.
Integration capabilities seamlessly connect with existing infrastructure,
maximizing organizational resources. Reporting tools provide insightful
analytics, empowering informed decision-making.
Decisions provides a robust environment for application building. Visual
Designers enable easy creation and editing of Flows, Rules, Forms, Dashboards,
Reports, and more. Its Data Structure Designer simplifies database communication
and user data management. This no-code approach empowers technical and
non-technical users to effortlessly craft and maintain intricate business logic.
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 a core aspect of Decisions. 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 utilizes HTML5 and
CSS3 technologies and is optimized for browsers such as Edge and Chrome.
For organizations considering implementing Decisions, reviewing the Installation
Requirements article is important. This resource provides detailed information
about the system requirements and configurations needed to ensure a smooth setup
and operation of the platform.
Decisions stands as a robust solution catering to diverse business logic needs,
empowering users through its intuitive Studio, seamless integration
capabilities, and web-based delivery model. Its adaptability, ease of use, and
comprehensive features make it a formidable asset in enhancing organizational
efficiency and productivity.
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