Decision Table Categories
Understand what Decision Table Categories are and how they can help organize your Decision Tables.
What is Decision Table Categories?
Use Decision Table Categories to organize your Decision Tables. Organizing your Decision Tables into Categories makes it easier to search for a Decision Table based on its assigned Category. Assign multiple Decision Table Categories to a Decision Table if necessary. For example, assign a Decision Table named "Business Rules for Loan Approval" to the "Banking" and "Loans" Decision Table Categories.
Decision Table Categories can be in active or inactive status. Following is a description of each status:
Active: Active Decision Table Categories can have Decision Tables assigned to them.
Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.
The Categories tab displays the following information in tabular format about Decision Table Categories:
Name: The Name column displays the name of the Decision Table Category. The Decision Table Category named Uncategorized is the default Category.
Status: The Status column displays the status of the Decision Table Category. Below is a description of each status:
Active: Active Decision Table Categories can have Decision Tables assigned to them. The Decision Table Category named Uncategorized is active by default.
Inactive: Inactive Decision Categories cannot have Decision Tables assigned to them.
Decision Table: The # Decision Table column displays how many Decision Tables in your organization have been assigned to that Decision Table Category.
Modified: The Modified column displays the date and time the Decision Table Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Created: The Created column displays the date and time the Decision Table Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Create a New Decision Table Category
Follow these steps to create a new Decision Table Category:
In the Category Name setting, enter the name of the new Decision Table Category. The Decision Table Category name must be unique from all other Decision Table Category names in your organization and can only use apostrophe characters (
'
) and spaces. This is a required setting.From the Status drop-down menu, select one of the following options for the Decision Table Category's status:
Active: Active Decision Table Categories can have Decision Tables assigned to them.
Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.
This is a required setting.
Click Save.
View Decision Table Categories
Follow these steps to view Decision Table Categories:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer Welcome Screen displays.
Click the Categories tab. The Decision Table Categories display.
The Categories tab displays the following information in tabular format about Decision Table Categories:
Name: The Name column displays the name of the Decision Table Category. The Decision Table Category named Uncategorized is the default Category.
Status: The Status column displays the status of the Decision Table Category. Below is a description of each status:
Active: Active Decision Table Categories can have Decision Tables assigned to them. The Decision Table Category named Uncategorized is active by default.
Inactive: Inactive Decision Categories cannot have Decision Tables assigned to them.
Decision Table: The # Decision Table column displays how many Decision Tables in your organization have been assigned to that Decision Table Category.
Modified: The Modified column displays the date and time the Decision Table Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Created: The Created column displays the date and time the Decision Table Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
No Decision Table Categories?
If no Decision Table Categories exist, the following message displays: No Results.
Search Decision Table Categories
Use the Search setting to filter Decision Table Categories by their names.
Display Information the Way You Want It
Control how tabular information displays, including how to sort columns or how many items display per page.
Search for a Decision Table Category
Follow these steps to search for Decision Table Categories:
Enter in the Search setting the text to filter Decision Table Categories by name.
As you enter text into the Search setting, Decision Table Categories display that match your entered text.
If there are no search results, the following message displays: No Results.
Edit a Decision Table Category
Follow these steps to edit a Decision Table Category:
Edit the following information about the Decision Table Category as necessary:
In the Category Name setting, edit the name of the new Decision Table Category. The Decision Table Category name must be unique from all other Decision Table Category names in your organization and can only use apostrophe characters (
'
) and spaces. This is a required setting.From the Status drop-down menu, change the following options for the Decision Table Category's status:
Active: Active Decision Table Categories can have Decision Tables assigned to them.
Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.
This is a required setting.
Click Save.
Delete a Decision Table Category
Follow these steps to delete a Decision Table Categories:
Click Confirm. The following message displays: The category was deleted.