--- title: "Manage a Decision Table" slug: "manage-a-decision-table" updated: 2024-08-13T05:05:35Z published: 2024-08-13T05:05:35Z canonical: "docs.processmaker.com/manage-a-decision-table" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # 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](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) permissions or ask your Administrator for assistance. ### Edit Your Decision Table Click the **Edit** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/32cc97a0-55ce-4511-9d04-652362fd1433.png)or click the Decision Table name. See [Decision Table Editor](/v1/docs/decision-tables) for topics. Follow these steps to configure a Decision Table: 1. [View your Decision Tables](/v1/docs/decision-tables#view-all-decision-tables). The **Decision Tables** page displays. 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1ecf7c62-a538-4ce6-a603-59f50a1f7d98.png) menu for the Decision Table to configure. 3. Click the **Configure** option. The **Edit Configuration** page displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ee2616ab-57de-479e-936c-1d2d645d63fd.png)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](/v1/docs/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 the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/030284e5-64e1-4b80-890c-218abb1b63fd.png)icon 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)](/v1/docs/projects) 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 the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/030284e5-64e1-4b80-890c-218abb1b63fd.png)icon 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](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) permissions or ask your Administrator for assistance. Follow these steps to edit a Decision Table: 1. [View your Decision Tables](/v1/docs/decision-tables#view-all-decision-tables). The **Decision Tables** page displays. 2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1ecf7c62-a538-4ce6-a603-59f50a1f7d98.png) menu for the Decision Table to edit. 3. Click the **Edit** option. The Decision Table opens in Decision Table Editor. See [Decision Table Editor](/v1/docs/decision-tables). ## 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](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) permissions or ask your Administrator for assistance. Follow these steps to copy a Decision Table: 1. [View your Decision Tables](/v1/docs/decision-tables#view-all-decision-tables). The **Decision Tables** page displays. 2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1ecf7c62-a538-4ce6-a603-59f50a1f7d98.png) menu for the Decision Table to copy. 3. Click the **Copy** option. The **Copy Table** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9dc45b2e-0199-4c40-b750-9dc3a320d9e4.png) 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 **Category** drop-down menu, review which [Decision Table Categories](/v1/docs/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 the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/030284e5-64e1-4b80-890c-218abb1b63fd.png)icon 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. - 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](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) permissions or ask your Administrator for assistance. > [!WARNING] > When a Decision Table is deleted, Process models that use that Decision Table in Rules Task connectors are not affected. However, that Decision Table can no longer be referenced from other Process models thereafter. > > Deleting a Decision Table from the **Decision Tables** page cannot be undone. Follow these steps to delete a Decision Table: 1. [View your Decision Tables](/v1/docs/decision-tables#view-all-decision-tables). The **Decision Tables** page displays. 2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1ecf7c62-a538-4ce6-a603-59f50a1f7d98.png) menu for the Decision Table to delete. 3. Click the **Delete** option. The **Caution** screen displays to confirm the deletion of the Decision Table. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/db728077-8616-443f-9c9c-ab9e814cb82b.png) 4. Click **Confirm**. The following message displays: **The Decision Table was deleted.** ## Add a Decision Table to a Project Adding a [Decision Table](/v1/docs/decision-tables) to a [Project](/v1/docs/projects) 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](/v1/docs/permission-descriptions-for-users-and-groups#decision-tables) category of permissions - a member of any [Project](/v1/docs/projects) - 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](/v1/docs/decision-tables#view-all-decision-tables). The **Decision Tables** tab displays. 2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/1ecf7c62-a538-4ce6-a603-59f50a1f7d98.png) menu for the Decision Table to add. 3. Click the **Add to Project** option. The **Add to a Project** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/4968b11b-d03e-4e91-904d-306620946029.png)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 the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/030284e5-64e1-4b80-890c-218abb1b63fd.png)icon 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 - [Decision Table Best Practices](/decision-table-best-practices.md) - [Decision Table Categories](/decision-table-categories.md) - [Create a New Decision Table](/create-a-new-decision-table.md) - [Import and Export a Decision Table](/import-and-export-a-decision-table.md) - [Test and Use a Decision Table](/test-a-decision-table.md)