Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Improve your Decision Table organization by creating Categories to which to assign them.
Your user account or group membership must have the following permissions to create a new Decision Table Category unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Create Decision Table Categories
Decision Tables: View Decision Table Categories
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
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.
Click the +Category button. The Create Category screen displays.
Understand what Decision Table Categories are and how they can help organize your Decision Tables.
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.
ProcessMaker Platform has multiple Category types for different types of assets. Each Category type is distinct from the others and can only be used for its type of ProcessMaker Platform asset. Following is a description of each Category type:
Project Categories: Organize your Projects.
Process Categories: Organize your Processes.
PM Block Categories: Organize your PM Blocks.
Script Categories: Organize your Scripts.
Screen Categories: Organize your Screens.
Data Connector Categories: Organize your Data Connectors.
Decision Table Categories: Organize your Decision Tables.
Edit the name and/or status of a Decision Table Category.
Your user account or group membership must have the following permissions to edit a Decision Table Category unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Edit Decision Table Categories
Decision Tables: View Decision Table Categories
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
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.
Select the Edit icon for the Decision Table Category to edit. The Edit Category screen displays.
Manage Decision Table Categories.
Delete a Decision Table Category when it is no longer needed.
Your user account or group membership must have the following permissions to delete a Decision Table Category unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Delete Decision Table Categories
Decision Tables: View Decision Table Categories
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
Follow these steps to delete a Decision Table Categories:
Click Confirm. The following message displays: The category was deleted.
Search for a Decision Table Category.
Your user account or group membership must have the following permissions to search Decision Table Categories unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: View Decision Table Categories
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
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.
View the Decision Table Categories in your organization.
Your user account or group membership must have the following permissions to view Decision Table Categories unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: View Decision Table Categories
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
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.
If no Decision Table Categories exist, the following message displays: No Results.
Use the Search setting to filter Decision Table Categories by their names.
​Control how tabular information displays, including how to sort columns or how many items display per page.
To delete a Decision Table Category, no Decision Tables can be assigned to it. If any Decision Tables are assigned to the Decision Table Category, its Delete icondoes not display. Reassign those Decision Tables to another Decision Table Category.
Select the Delete iconfor the Decision Table Category to delete. A message displays to confirm deletion of the Decision Table Category.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.