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Manage Decision Table Categories.
Manage the Decision Tables in your organization.
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.
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.
Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
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.
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.
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.
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.
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:
Do one of the following:
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
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.
The must be installed.
See the permissions or ask your Administrator for assistance.
to ProcessMaker Platform.
Click the Designer option from the top menu. The displays.
From the Assets pane in the Designer Welcome Screen, mouse-hover over the Decision Tables icon, and then select View All Decision Tables.
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 icon or 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.
Create a new Decision Table that can be referenced from any Rules Task connector in any Process model.
The Decision Tables package must be installed.
Your user account or group membership must have the following permissions to create a new Decision Table unless your user account has the Make this user a Super Admin setting selected:
Decision Tables: Create Decision Tables
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:
View your Decision Tables. The Decision Tables page displays.
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.
See an example of how to create a Decision Table that uses a Collection and variables and inputs.
Click the +Table button. The Create Table screen 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.
From the Project drop-down menu, optionally select the Project(s) 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 theicon for that selection or press Enter
when the drop-down is visible.
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.
ProcessMaker Platform ignores any Projects to which the importing Decision Table was assigned when it was exported.
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.
Click the Import button. The Import Decision Table displays.
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.
Add a Decision Table as an asset to a Project. Any members of that Project may then use that asset toward the goals of that Project.
Adding a Decision Table to a Project adds that Process as an asset to that Project. Any Project member may then use that asset toward the goals of that Project.
Your user account or group membership must have one of the following:
the View Decision Tables permission in the Decision Tables category of permissions
a member of any Project
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:
View your Decision Tables. The Decision Tables tab displays.
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.
Click Add. The Decision Table is added as an asset to the selected Project(s).
Click the ellipses icon, and then select the Add to Project option. The Add to a Project screen displays.
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 theicon for that selection or press Enter
when the drop-down is visible.
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.
From the Project drop-down menu, optionally select the Project(s) 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 theicon for that selection or press Enter
when the drop-down is visible.
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.
Click the ellipses icon, and then select the Edit option for the Decision Table to edit. The Decision Table opens in Decision Table Editor. See Decision Table Editor.
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.
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.
Click Save.
Click the ellipses icon, and then select the Copy option for 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.
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 ellipses icon, and then select the Export option for 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!.
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 Decision 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.
Click the ellipses icon, and then select the Delete option for the Decision Table to delete. The Caution screen displays to confirm the deletion of the Decision Table.