Manage a Decision Table

Edit general information about a Decision Table.

Configure General Settings

Permissions

Your user account or group membership must have the following permissions to configure a Decision Table unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: Edit Decision Tables

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Edit Your Decision Table

Follow these steps to configure a Decision Table:

1. View your Decision Tables. The Decision Tables page displays.

2. Click the menu for the Decision Table to configure.
3. Click the Configure option. The Edit Configuration page displays.

   

   Configuration tab to configure a Decision Table
4. Edit the following information about the Decision Table as necessary:

   • In the Name setting, edit the name of the Decision Table. Decision Table names must be unique in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

   • In the Description setting, edit the description of the Decision Table.

   • From the Category drop-down menu, select one or more Decision Table Categories to associate with this Decision Table. In doing so, Decision Table Categories may be sorted from the Decision Tables page. To remove a Decision Table Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting.
   • From the Project drop-down menu, optionally select the Project(s) that this Decision Table becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter when the drop-down is visible.
5. Click Save.

Edit a Decision Table

Permissions

Your user account or group membership must have the following permissions to edit a Decision Table unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: Edit Decision Tables

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to edit a Decision Table:

1. View your Decision Tables. The Decision Tables page displays.

2. Click the menu for the Decision Table to edit.
3. Click the Edit option. The Decision Table opens in Decision Table Editor. See Decision Table Editor.

Copy a Decision Table

Permissions

Your user account or group membership must have the following permissions to copy a Decision Table unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: View Decision Tables

• Decision Tables: Create Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to copy a Decision Table:

1. View your Decision Tables. The Decision Tables page displays.

2. Click the menu for the Decision Table to copy.
3. Click the Copy option. The Copy Table screen displays.

   
4. Edit the following information from the original Decision Table as necessary:

   • In the Name setting, edit the name of the copied Decision Table. After the original Decision Table is copied, the word Copy is suffixed to the original Decision Table's name. This is a required setting.

   • From the Project drop-down menu, optionally select the Project(s) that this Decision Table becomes an asset.

   • In the Description field, edit the description of the original Decision Table.

5. Click Save.

Delete a Decision Table

Permissions

Your user account or group membership must have the following permissions to delete a Screen unless your user account has the Make this user a Super Admin setting selected:

• Screens: Delete Screens

• Screens: View Screens

See the Decision Tables permissions or ask your Administrator for assistance.

When a Decision Table is deleted, in-progress Cases using that Decision Table are not affected. However, the Decision Table cannot be referenced in new Cases or other Process models afterward.

Deleting a Decision Table from the Decision Tables page is irreversible.

Follow these steps to delete a Decision Table:

1. View your Decision Tables. The Decision Tables page displays.

2. Click the menu for the Decision Table to delete.
3. Click the Delete option. The Caution screen displays to confirm the deletion of the Decision Table.

   
4. Click Confirm. The following message displays: The Decision Table was deleted.

Add a Decision Table to a Project

Adding a Decision Table to a Project adds that Process as an asset to that Project. Any Project member may then use that asset toward the goals of that Project.

Permissions

Your user account or group membership must have one of the following:

• the View Decision Tables permission in the Decision Tables category of permissions

• a member of any Project

• your user account has the Make this user a Super Admin setting selected

Ask your Administrator for assistance if necessary.

Follow these steps to add a Decision Table to a Project:

1. View your Decision Tables. The Decision Tables tab displays.

2. Click the menu for the Decision Table to add.
3. Click the Add to Project option. The Add to a Project screen displays.

   

   Add a Decision Table to a Project as an asset
4. From the Select Project drop-down, select to which Project(s) this Decision Table becomes an asset. To remove a Project that is currently selected, click theicon for that selection or press Enter when the drop-down is visible.
5. Optionally, select the Use a copy of this asset option to use a copy of this Decision Table as the Project asset instead of the original. When selecting this option, any revisions made to the original Decision Table do not affect yours in your Project(s), and vice versa. Consider this option a best practice to use, especially if you intend to make changes from the original Decision Table that may not be an asset in any Project.

6. Click Add. The Decision Table is added as an asset to the selected Project(s).

Related Topics

Decision Table Home

Decision Table Categories

Create a New Decision Table

Import from Excel or CSV

Import and Export a Decision Table

Test a Decision Table