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Learn how to design business rules within Decision Tables that can be used in any Process model.
Manage the Decision Tables in your organization.
Manage Decision Table Categories.
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:
Process Categories: Organize your Processes.
Script Categories: Organize your Scripts.
Screen Categories: Organize your Screens.
Data Connector Categories: Organize your Data Connectors (if the Data Connector package is installed).
Decision Table Categories: Organize your Decision Tables (if the Decision Tables package is installed).
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
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.
Understand what a Decision Table is in ProcessMaker Platform.
Decision Tables are Decision Model and Notation (DMN) files. DMN is a standard notation to model and run decisions in business contexts, used by business analysts, developers, and Process designers to manage complex decision-making scenarios.
Decision Tables provide the following benefits versus only use BPMN elements to determine workflow routing:
Design complex sets of business rules more easily and with greater readability and transparency than using Gateway-type elements with Sequence Flow elements to determine workflow routing.
Decision Tables require no coding experience, allow most Process designers to easily design business rules.
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
Click the Designer option from the top menu. The Processes page 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.
See the permissions or ask your Administrator for assistance.
Follow these steps to create a new :
.
Click the +Category button. The Create Category screen displays.
A Decision Table is a two-dimensional grid that outlines the different possible business conditions that can occur for a particular data output. The data output then affects the workflow routing for any Request that references that decision table. The Decision Table represents business rules from which to evaluate how to route for a .
Use to run Decision Tables in your Processes. Specify which Decision Table(s) to run, thereby evaluating their business rules, and then map how data routes between to and from .
Decision Task immediately evaluate the business rules within a specified Decision Table, thereby affecting Request workflow routing in real time with the current conditions and outcomes for all decisions in that Decision Table.
See for more information.
Below is an example of a Decision Table for Loan Request Approval Rules as edited in .
Unlike BPMN elements, Decision Tables function independently of Process models. Similarly to , , and , Decision Tables are referenced from within Process models, thereby making them reusable and more flexible than only using BPMN elements.
Decision Tables are referenced from in a Process model. One Rule Task may reference multiple Decision Tables to determine complex routing decisions.
See the permissions or ask your Administrator for assistance.
Follow these steps to view :
to ProcessMaker Platform.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
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 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 Time zone setting is specified.
​, including how to sort columns or how many items display per page.
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.
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
Click Confirm. The following message displays: The category was deleted.
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
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.
See the permissions or ask your Administrator for assistance.
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 .
Follow these steps to delete a :
.
Select the Delete iconfor the Decision Table Category to delete. A message displays to confirm deletion of the Decision Table Category.
See the permissions or ask your Administrator for assistance.
Follow these steps to edit a :
.
Select the Edit icon for the Decision Table Category to edit. The Edit Category screen displays.
Edit general information about a Decision Table.
The Decision Tables package must be installed.
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.
Follow these steps to configure a Decision Table:
View your Decision Tables. The Decision Tables page displays.
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.
Click Save.
Click the Edit iconor click the Decision Table name. See Decision Table Editor for topics.
Click the Configure iconfor your Decision Table. The Edit Configuration page displays.
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.
Import a Decision Table that has been exported from ProcessMaker Platform Spring 2023 release or later.
Import a Decision Table that has been exported from the same ProcessMaker Platform version. The imported Decision Table contains the same business rules as from the exported Decision Table. The imported Decision Table can then be referenced in Processes.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to import a Decision Table unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Import Decision Tables
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
Follow these steps to import a Decision Table:
View your Decision Tables. The Decision Tables page displays.
Click Browse to locate the Decision Table to import. Decision Tables have the .dmn
file extension because they are Decision Management Notation files.
Click Import. The Import Decision Table screen displays to indicate that the Decision Table imported correctly.
Click List Decision Tables. The Decision Tables page displays the imported Decision Table with the same name as the original Decision Table except with a number "2" suffix.
If the original Decision Table cannot import successfully, the following message displays: Unable to import the Decision Table. Ensure the following:
The .json
file you tried to import is a Decision Table and not another asset type. Other ProcessMaker Platform assets also uses the .json
file extension.
The exported Decision Table was exported from the same ProcessMaker Platform version.
Filter all Decision Tables in your organization to find that one you need.
Use the Search function to filter all Decision Tables from the Decision Tables page based on your entered text.
The Decision Tables package must be installed.
Your user account or group membership must have the "Decision Tables: View Decision Tables" permission to search for Decision Tables unless your user account has the Make this user a Super Admin setting selected.
Follow these steps to search for a Decision Table:
View your Decision Tables. The Decision Tables page displays.
Enter in the Search setting the text to filter Decision Tables using any of the following criteria:
Name: Filter by the Decision Table name that displays in the Name column.
Category: Filter by the Decision Table Category name that displays in the Category column.
Description: Filter by the Screen description that displays in the Description column.
As you enter text into the Search setting, Screens display that match your entered text.
If there are no search results, the following message displays: No Results.
Create a new Decision Table that can be referenced from any Rules Task connector in any Process model.
Follow these steps to create a new Decision Table:
In the Name setting, enter 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, enter the description of the Decision Table.
Click Save. The following message displays: The Decision Table was created.
View the Decision Tables in your organization.
ProcessMaker Platform displays all Decision Tables in one location. Any Decision Table developed by any Process designer can be used in any Process. This makes it easy to manage Decision Tables.
Follow these steps to view all Decision Tables in your organization:
Click the Designer option from the top menu. The Processes page displays.
The Decision Tables page displays the following information in tabular format about Decision Tables:
If no Decision Tables exist, the following message displays: No Data Available
Click the Import button. The Import Decision Table displays.
The must be installed.
See the permissions or ask your Administrator for assistance.
. The Decision Tables page displays.
Click the +Table button. The Create Table screen displays.
From the Category drop-down menu, select one or more 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.
The must be installed.
See the permissions or ask your Administrator for assistance.
to ProcessMaker Platform.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
Name: The Name column displays the name of the Decision Table. Click the name to edit the Decision Table in .
Description: The Description column displays the description of the Decision Table. See .
Category: The Category column displays to which the Decision Table is assigned.
Modified: The Modified column displays the date and time the Decision Table was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your Time zone setting is specified.
Created: The Created column displays the date and time the Decision Table was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your Time zone setting is specified.
Use the setting to filter Decision Tables that display.
Click the +Table button. See .
Click the Import button. See .
Click the Edit iconor click the Decision Table name. See for topics.
Click the Configure icon. See .
Click the Copy icon. See .
Click the Export icon. See .
Click the Delete icon. See .
, including how to sort columns or how many items display per page.
Edit a Decision Table to design business rules in your Process models.
Follow these steps to edit a Decision Table:
The must be installed.
See the permissions or ask your Administrator for assistance.
. The Decision Tables page displays.
Click the Edit iconfor the Decision Table to edit. The Decision Table opens in Decision Table Editor. See .
Edit Decision Tables to design complex business rules in an intuitive spreadsheet interface for use in any Process model.
Learn what are the components of a Decision Table in ProcessMaker Platform.
The Decisions Table package must be installed to use Decision Table Editor.
A Decision Table is a two-dimensional grid that outlines the different possible business conditions that can occur for a particular data output. The data output then affects the workflow routing for any Request that references that decision table. The Decision Table represents business rules from which to evaluate how to route Requests for a Process. Below is a Decision Table edited in Decision Table Editor. Decision Tables are Decision Model and Notation (DMN) files.
A Decision Table is a set of decisions. Each row in a Decision Table represents one decision. In the example in the Overview, there are three decisions. As a best practice, describe each decision for greater clarity. Collectively, this set of decisions represents business rules for that use case.
Each decision contains the following:
Condition(s): Conditions are the inputs that must occur for each decision. A decision variable represents one condition in each decision. A decision may be composed of multiple conditions, and therefore affect multiple Request variables. However, each decision must have at least one input. In the example in the Overview, there are four possible inputs, though in the second decision only three inputs are evaluated; the Commercial Industry input is not considered in that decision because it either is not relevant or is not expected to be in that Request's JSON data model to be evaluated. A Decision Table may contain many decisions that apply to multiple intended Process models. Therefore, some inputs or outputs may not apply to all Process models that a Decision Table is to be referenced.
Output(s): The output sets the value to a specified Request variable when the input(s) for each decision occur. This output Request variable then affects workflow routing in that Request. A decision may have multiple outputs, and therefore affect multiple Request variables. However, each decision must have at least one output. Outputs in a Decision Table are denoted with blue coloring in the table header. In the example above, there is one output.
Each input and output for a decision has the following:
Label: Both inputs and outputs have labels that briefly describe that aspect of the decision. The label is independent of any labels used in Screen design for a control label or a Process model element label since Decision Tables are independent of Processes. Labels are in bold in the Decision Table header.
Decision variable name: Both inputs and outputs must have a decision variable for that input or output:
Input(s): The decision variable provides a value for that input to evaluate that condition. When configuring a Decision Task connector, data from the in-progress Request maps to the decision variable for each input so as to evaluate that Request data's condition.
Output(s): The decision variable value in that decision outputs that value to the in-progress Request's JSON data model, thereby affecting workflow routing for that Request. Therefore, it is important to understand the names of the decision variables and how they would correspond with an intended Request variable.
Request variables display below their labels in the header.
A decision variable represents the value for decision input or output. Decision variables are independent of Request variables because a Decision Table can be used in multiple Processes. The name of the decision variable can be identical to that of a Request variable, but is not required. After a Decision Task connector references a Decision Table during its configuration, map the referenced Decision Table's variables to and from the Request variables to transfer Request data to and from the Request. Therefore the decision variable names can be the same or different from the names of Request variables intended to transfer data.
By default, decision variables are of string
data type. A decision variable may be of any of the following data types:
boolean: The decision variable represents one of two possible values (usually denoted TRUE
and FALSE
).
date: The decision variable represents a date. The date is in the following format: YYYY-MM-DD
. Example: "2020-07-01"
.
datetime: The decision variable represents a datetime. The datetime is in the following format: YYYY-MM-DD HH:MM:SS
. Example: "2020-07-01 14:25:15"
.
number: The decision variable represents a number.
string: The decision variable represents a string.
time: The decision variable represents a time. Example: 14:25:15
.
Copy an existing Decision Table.
The Decision Tables package must be installed.
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:
View your Decision Tables. The Decision Tables page displays.
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.
In the Description field, edit the description of the original Decision Table.
Click Save.
Delete a Decision Table from being referenced from any Rules Task connector.
Deleting a Decision Table from the Decision Tables page cannot be undone.
Follow these steps to delete a Decision Table:
Click Confirm. The following message displays: The Decision Table was deleted.
Click the Copy iconfor your Decision Table. The Copy Table screen displays.
From the Category drop-down menu, review which 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.
The must be installed.
See the permissions or ask your Administrator for assistance.
When a Decision Table is deleted, Process models that use that Decision Table in are not affected. However, that Decision Table can no longer be referenced from other Process models thereafter.
. The Decision Tables page displays.
Click the Delete iconfor the Decision Table to delete. The Caution screen displays to confirm the deletion of the Decision Table.
Change the data type for decision input or output variable.
Each decision variable uses the string
data type. See Components of a Decision Table for more information.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to change the data type for a decision variable in 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 change the data type for a decision variable:
Locate the decision input or output variable in which to change its data type. The current data type displays in the lower-right corner of the decision variable.
Select one of the following data types:
boolean: The decision variable represents one of two possible values (usually denoted TRUE
and FALSE
).
date: The decision variable represents a date. The date is in the following format: YYYY-MM-DD
. Example: "2020-07-01"
.
datetime: The decision variable represents a datetime. The datetime is in the following format: YYYY-MM-DD HH:MM:SS
. Example: "2020-07-01 14:25:15"
.
number: The decision variable represents a number.
string: The decision variable represents a string.
time: The decision variable represents a time. Example: 14:25:15
.
Export a Decision Table that may be imported to another ProcessMaker Platform instance.
Export a Decision Table to your local computer. The exported Decision Table may then be imported to the same or another ProcessMaker Platform instance of the same version. An exported Decision Table may then be shared with others so they can import your Decision Table for their Processes.
The exported Decision Table contains the same values as the original at the time the original Decision Table was exported.
The exported Decision Table has the .json
file extension .dmn file extension because it is a Decision Management Notation file.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to export a Decision Table unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Export Decision Tables
Decision Tables: View Decision Tables
See the Decision Tables permissions or ask your Administrator for assistance.
Follow these steps to export a Decision Table:
View your Decision Tables. The Decision Tables page displays.
Click Download. The file downloads in .json
format.
Optionally, rename the default file name if necessary, though do not change the file extension. As a best practice, specify in the file name that this is an exported Decision Table to distinguish it from other exported assets.
Directly import a Decision Table into Decision Table Editor.
Your user account or group membership must have the following permissions to import a Decision Table unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Import Decision Tables
Decision Tables: Edit Decision Tables
Decision Tables: View Decision Tables
Follow these steps to import a Decision Table previously exported directly from Decision Table Editor:
Click the Select file from computer link or drag-and-place the file into the Import DMN screen. Decision Tables have the .dmn
file extension.
Click Import. The file imports into Decision Table Editor.
Right-click on the current data type.
Click the Export iconfor your Decision Table. The following message displays: You are about to export the TableName Decision Table. TableName is the name of the Decision Table being exported. Below is an example.
Click Export. ProcessMaker Platform prepares your Decision Table for export. When the file is ready, the following message displays: Your file is ready!.
When in Decision Table Editor, import a Decision Table that has been from the same . Decision Tables edited in Decision Table Editor are in .dmn
format because they are Decision Management Notation files. Importing a Decision Table overwrites the existing Decision Table.
The must be installed.
See the permissions or ask your Administrator for assistance.
.
Click the Import button. The Import DMN screen displays.
Remove an input or output column from a Decision Table in Decision Table Editor.
Input and output columns are components of a decision in a Decision Table. See Components of a Decision Table for more information.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to remove an input or output column from 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 remove an input or output column from a Decision Table:
Edit the Decision Table from which to remove an input or output column. Decision input columns display immediately below the Inputs section. Decision output columns displays immediately below the Outputs section.
Do one of the following:
Click Confirm. The decision column is removed if it was not the only column in that section.
Click the label of the decision column to be removed, and then click the icon. Below is an example of removing a column from the Inputs section. Note that the Inputs and Outputs sections must have at least one decision input and output in each section. Attempts to remove a decision column when it is the only column in that section are ignored.
Right-click on the label of the decision column to be removed, and then select the Remove option. Below is an example of removing a column from the Outputs section.
The Caution screen displays to confirm the removal of the decision column.
Move an input or output column to the left or right of a Decision Table in Decision Table Editor.
Input and output columns are components of a decision in a Decision Table. See Components of a Decision Table for more information.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to move an input or output column in 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 move an input or output column in a Decision Table:
Edit the Decision Table into which to move an input or output column. Decision input columns display immediately below the Inputs section. Decision output columns displays immediately below the Outputs section.
Do one of the following:
Add a new decision to a Decision Table in Decision Table Editor.
Decisions are components of a decision in a Decision Table. See Components of a Decision Table for more information.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to add a decision to 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 add a decision to a Decision Table:
Edit the Decision Table into which to add a new decision. Each decision displays as a row in the Decision Table. Dots above each column separator indicate where to add a new column to the right of the existing column.|
Do one of the following:
Select one of the following options:
Add a new decision above the selected decision: Select the Add Row Above option.
Add a new decision below the selected decision: Select the Add Row Below option.
The new decision row displays.
Enter the business rule for the new decision.
Add a new input or output column to a Decision Table in Decision Table Editor.
Input and output columns are components of a decision in a Decision Table. See Components of a Decision Table for more information.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to add an input or output column to 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 add an input or output column to a Decision Table:
Edit the Decision Table into which to add the input or output column(s). Decision input columns display immediately below the Inputs section. Decision output columns displays immediately below the Outputs section. Dots above each column separator indicate where to add a new column to the right of the existing column.|
Do one of the following:
Select one of the following options:
Add a new column to the left of the selected column: Select the Add Column Left option.
Add a new column to the right of the selected column: Select the Add Column Right option.
The new column displays. By default, decision variables use the string
data type.
Replace the placeholder values for the input/output label and its decision variable with those for your decision. Optionally, change the data type for that decision variable.
See the example in Use of Quotation Marks in Decision Output for String
Data Type when using quotation marks as punctuation in the output string.
Remove a decision from a Decision Table in Decision Table Editor.
Your user account or group membership must have the following permissions to remove a decision from 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
Follow these steps to remove a decision from a Decision Table:
Do one of the following:
Click Confirm. The decision is removed if it was not the only decision in that Decision Table.
Move a decision input column to the left or right of other input columns: Right-click on the decision input's label, and then select the Move Column Left option or the Move Column Right option to move that column to the left or right of its current position in its section, respectively. Note that decision input columns cannot be moved outside of the Inputs section. Attempts to move a decision input column to the right of the Output section are ignored.
Move a decision output column to the left or right of other output columns: Right-click on the decision output's label, and then select the Move Column Left option or the Move Column Right option to move that column to the left or right of its current position in its section, respectively. Note that decision output columns cannot be moved outside of the Outputs section. Attempts to move a decision output column to the left of the Input section are ignored.
Add a new decision below a selected decision: Mouse-hover over the dot in which to add a new below the existing decision, and then click the icon. Below is an example.
Add a new above or below a selected decision: Right-click on the decision in which to add the new decision. Below is an example.|
Add a new column to the right of a selected column: Mouse-hover over the dot in which to add a new column to the right of the existing column, and then click the icon. Below is an example of adding a new column in the Inputs section.
Add a new column to the left or right of a selected column: Right-click on the decision input or output label in which to add the new column in that section. Below is an example of adding a new column in the Outputs section.|
are components of a decision in a Decision Table. See for more information.
The must be installed.
See the permissions or ask your Administrator for assistance.
. Each decision displays as a row in the Decision Table.
Click the index number for that decision row to be removed, and then click the icon. Below is an example. Note that the Decision Table must have one row. Attempts to remove a decision row when it is the only decsion displays the following message: It cannot be delete because there should always be a rule..
Right-click on the index number for that decision row to be removed, and then select the Remove option. Below is an example.
The Caution screen displays to confirm the removal of the decision.
Save a Decision Table in Decision Table Editor.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to save 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 save a Decision Table:
Click Save. The following message displays: The Decision Table was saved..
Close Decision Table Editor.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to close 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 close a Decision Table:
Click Close.
Click Confirm to save changes prior to closing the Decision Table.
Export a Decision Table directly from Decision Table Editor.
When in Decision Table Editor, export a Decision Table that may be imported directly into Decision Table Editor of the same ProcessMaker Platform version. Decision Tables edited in Decision Table Editor are in .dmn
format because they are Decision Management Notation files.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to export a Decision Table unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Export Decision Tables
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 export a Decision Table directly from Decision Table Editor:
Save the Decision Table. If the Decision Table is not saved prior to attempting to export, the following message displays: You have not saved the data. Save your changes before exporting the DMN file..
Click the Export button. Decision Table Editor exports the Decision Table.
Follow best practices, and avoid worst practices, when designing Decision Tables.
Follow these best practices when designing Decision Tables in Decision Table Editor.
String
Data TypeWhen using the string data type in an output column that displays quotation marks intended as punctuation in the output, do the following to avoid an error while processing that data:
Precede each quotation mark intended as punctuation in the output with a backward slash (\
) to indicate that this character is intended as punctuation and not to denote the beginning of the string output.
Place a space (
) between the last quotation mark intended as punctuation and the closing quotation mark that denotes the end of the string output.
Example: "\"This is text to display verbatim.\" "
If the Decision Table has unsaved changes, then the Caution screen displays to confirm saving the changes prior to closing the Decision Table.