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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.
PM Block Categories: Organize your PM Blocks (if the PM Blocks package is installed).
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).
Manage the Decision Tables in your organization.
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.
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 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.
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.
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.
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.
Click the +Category button. The Create Category screen displays.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
Select the Edit icon for the Decision Table Category to edit. The Edit Category screen displays.
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.
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.
The Decision Tables package must be installed.
Your user account or group membership must have the "Decision Tables: View Decision Tables" permission to view the list of Decision Tables unless your user account has the Make this user a Super Admin setting selected.
See the Decision Tables permissions or ask your Administrator for assistance.
Follow these steps to view all Decision Tables in your organization:
Log on to ProcessMaker Platform.
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:
Name: The Name column displays the name of the Decision Table. Click the name to edit the Decision Table in Decision Table Editor.
Description: The Description column displays the description of the Decision Table. See Configure a Decision Table.
Category: The Category column displays to which Decision Table Category 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 user profile's 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 user profile's Time zone setting is specified.
Use the Search setting to filter Decision Tables that display.
Click the +Table button. See Create a New Decision Table.
Click the Import button. See Import a Decision Table.
If no Decision Tables exist, the following message displays: No Data Available
Control how tabular information displays, including how to sort columns or how many items display per page.
Import a Decision Table that has been exported from ProcessMaker Platform Spring 2023 release or later.
Follow these steps to import a Decision Table:
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.
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.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
Click the Edit iconor click the Decision Table name. See Decision Table Editor for topics.
Click the Configure icon. See Configure a Decision Table.
Click the Copy icon. See Copy a Decision Table.
Click the Export icon. See Export a Decision Table.
Click the Delete icon. See Delete a Decision Table.
Import a Decision Table that has been from the same . 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 must be installed.
See the permissions or ask your Administrator for assistance.
. The Decision Tables page displays.
Click the Import button. The Import Decision Table displays.
The exported Decision Table was exported from the same .
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.
Edit general information about a Decision Table.
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
Follow these steps to configure a Decision Table:
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.
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.
Follow these steps to search for a Decision Table:
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.
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.
The must be installed.
See the permissions or ask your Administrator for assistance.
Click the Edit iconor click the Decision Table name. See for topics.
. The Decision Tables page displays.
Click the Configure iconfor your Decision Table. The Edit Configuration page 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.
. The Decision Tables page displays.
Category: Filter by the Decision Table name that displays in the Category column.
Edit a Decision Table to design business rules in your Process models.
The Decision Tables package must be installed.
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:
View your Decision Tables. The Decision Tables page displays.
Copy an existing Decision Table.
Follow these steps to copy a Decision Table:
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.
Click the Edit iconfor the Decision Table to edit. The Decision Table opens in Decision Table Editor. See Decision Table Editor.
The must be installed.
See the permissions or ask your Administrator for assistance.
. The Decision Tables page displays.
Click the Copy iconfor your Decision Table. The Copy Table screen displays.
From the Category drop-down menu, review which 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.
Delete a Decision Table from being referenced from any Rules Task connector.
The Decision Tables package must be installed.
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, 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:
View your Decision Tables. The Decision Tables page displays.
Click Confirm. The following message displays: The Decision Table was deleted.
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.
Click the Delete iconfor the Decision Table to delete. The Caution screen displays to confirm the deletion of the Decision Table.
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!.
Edit Decision Tables to design complex business rules in an intuitive spreadsheet interface for use in any Process model.
Directly import a Decision Table into Decision Table Editor.
When in Decision Table Editor, import a Decision Table that has been exported from the same ProcessMaker Platform version. 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 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: Edit 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 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.
Learn what are the components of a Decision Table in ProcessMaker Platform.
Each decision contains the following:
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:
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.
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
.
String examples: See the following examples that use strings within conditions:
Concatenate strings by using the +
symbol as follows:
Split strings using the split
function. The next example splits a string by specifying the delimiter symbol, in this case that is space (\\s
).
Date example: The following example uses a date, specifically to get its year by using .year
after the date:
A range where the number is greater than or equal to 100000 and less than 199999:
A range where the number is less than 100000:
Click the Import button. The Import DMN screen displays.
The 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 for a . Below is a Decision Table edited in . Decision Tables are Decision Model and Notation (DMN) files.
A is a set of decisions. Each row in a Decision Table represents one decision. In the example in the , 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.
Condition(s): Conditions are the inputs that must occur for each decision. A 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 , 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.
Label: Both inputs and outputs have labels that briefly describe that aspect of the decision. The label is independent of any labels used in 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 for that input or output:
Input(s): The decision variable provides a value for that input to evaluate that condition. When configuring a , data from the in-progress Request maps to the decision variable for each input so as to evaluate that Request data's condition.
A decision variable represents the value for decision input or output. Decision variables are independent of because a Decision Table can be used in multiple . The name of the decision variable can be identical to that of a Request variable, but is not required. After a references a during its , map the referenced Decision Table's variables to and from the Request variables to transfer 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.
The following are some examples of conditions. Take into account that the uses the Drools engine to evaluate business rules, which is based on the Decision Model and Notation (DMN) and Friendly Enough Expression Language (FEEL) standards. Therefore, to view more condition examples, see and .
Number examples: See the following examples that use number within conditions. These examples use syntax instead AND
or OR
operators, which are not supported by the DMN and FEEL specifications:
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 display 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.
Change the data type for decision input or output variable.
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
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
.
Move an input or output column to the left or right of a Decision Table in Decision Table Editor.
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
Follow these steps to move an input or output column in a Decision Table:
Do one of the following:
Remove an input or output column from a Decision Table in Decision Table Editor.
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
Follow these steps to remove an input or output column from a Decision Table:
Do one of the following:
Click Confirm. The decision column is removed if it was not the only column in that section.
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.|
Each uses the string
data type. See for more information.
The must be installed.
See the permissions or ask your Administrator for assistance.
.
Right-click on the current data type.
Input and output columns 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.
. Decision input columns display immediately below the Inputs section. Decision output columns displays immediately below the Outputs section.
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.
Input and output columns 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.
. Decision input columns display immediately below the Inputs section. Decision output columns displays immediately below the Outputs 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.
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.
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.
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.|
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..
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.
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.
If the Decision Table has unsaved changes, then the Caution screen displays to confirm saving the changes prior to closing the Decision Table.