Advanced


Adding Common Data Elements

Common data elements are used throughout Decisions OS in reports, flows, forms, rules, and other location. Common data elements include assignment roles, canned chat messages, data structures, and document...

Enabling Single Sign On with Active Directory

Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with experience available to streamline...

Creating an Active Directory (AD) Sync Job

Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with experience available to streamline...

Setting up Active Directory (AD) Server Authentication

An Active Directory (AD) server can be used to synchronize users, computers, groups, or organizational units to the Portal's account base. An account can either be a person or a machine.

Designer Extensions

Within any flow, you can add different Actions to designer extensions from the Folder Tree. Locate the folder and add an action on a different element.  Start by Navigating to Systems>Designers>Toolbox...