General


Setting up a User's Timezone

A user's account can be assigned a timezone. Once saved, the user's timezone will show up in audit history, in reports, when creating and completing tasks, and elsewhere. Example To set a time zone for...

Creating New Template

Templates help define the look and feel and content of a CMS site.

Configuring User Account to Receive SMS Text Messaging

The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. If a user would like to receive notifications via SMS then, the user's phone...

System Settings Overview (settings.xml)

The system settings are stored in the settings.xml file which is found at  C:\ProgramFiles\Decisions\Decisions Services Manager  in a default Decisions installation. LogFileMaxSize - (Number in...

Time Zones in Decisions

Time zones in Decisions are derived from the Time Zones recorded in Host Server OS. When time-shifting dates and times between time zones, be sure to use the Time Zone Value rather than the Display Name. Note...

Report of all Running Flows

The Portal provides a Running Flows data source that can be used to build a report that shows all running flows. Additionally, the Portal contains a previously built report using this source and a...

System Folders Tree

This article overviews the System folder tree in the Decisions. If we navigate and expand the System folder in the portal, we should be able to see the following folders: Administration, Applications,...

Password Encryption Setting

Decisions provides users with several options of password encryption. Password encryption settings can be changed in the Settings.xml file. This file is found at C:\Program Files\Decisions\Decisions Services...

Changing the Portal Base URL

Notifications sent from the platform contain a link back to the base URL for the portal. For example, the system may send a default notification due to an error, or a task notification to a user. The...

IP Address Filtering

For security purposes, portal access can be restricted to specific IP addresses. This can be done at the account level. To be more specific, the account level is checked first....

Setting Up Date/Time Translation

  Overview Decisions lets you turn on date/time translation with a simple setting. Turning on translation lets users see all date/time values in their local time zones instead of the timezone of the...

Setting Up a New Language

To set up a new language, first enter a custom translation string, which is the text that should be translated. This text can be one or multiple words. Then, you add the language for translation. Finally,...

Setting Up Notifications for Events Anywhere in the Portal

Add notifications for events that display to members of designated groups through a variety of methods, including email, SMS, a popup message and Twitter. The platform contains an extensive list of default...

Setting up Portal Lock Based on Time

The Portal can be customized to be locked based on inactivity after a determined amount of seconds, minutes, hours and days that have passed. If the Administrator knows that computers accessing the Portal...

Changing Cache Configuration Settings

Check On Interval Span - This defines the Time Interval at which the Cache should be checked for Stale Objects. Interval - This Defines how long an object should be kept in Cache. ​ Policy...

System Settings Overview

The Settings folder allows an Administrator to alter the settings of the portal, and many entities and processes that the platform supports. You can change settings related to Active Directory, the portal,...

Configuring Locations

The Locations folder stores information about various companies and divisions within companies. You can store address information of the company or division, its business days, and business hours. These...

Configuring Server for HTTPS Redirection

The Decisions portal can be configured to force users to use SSL (HTTPS) connections by redirecting HTTP requests to HTTPS. The following describes how to configure your server to do HTTPS redirection. Example IIS...

Changing the Encryption Key

The portal includes a keys.dat file used for data encryption. This file is not created until an encryption option is selected and thus an encryption key made. As a precaution, it is recommended to create...

Set Owner

This tutorial demonstrates how to Set Owner of the entity in Decisions. This feature is implemented in Decisions 4.1. After the owner is set on the entity, he or she will be notified when somebody makes...

Replace Data In Configurations (Advanced)

This tutorial demonstrates how to use the Replace Data In Configuration (Advanced) action on a Designer Folder in Decisions. This allows a user to replace data across all entities in Designer Folder...

Writing File Using Agent

This tutorial demonstrates how to Write File to the Client machine using Agent in Decisions. To learn what the Agent is and how to set it up in Decisions please follow this document: How To...

Updating Database Value Using Agent

This tutorial demonstrates how to Update Database Value using Agent in Decisions. To learn what the Agent is and how to set it up in Decisions please follow this document: How To Set Up An Agent. Example: In...

How To Set Up An Agent

Warning: Setting up Agent involves very detailed settings and every provider and customer environment is different.  If Agent is new to you, it may take time and several attempts to get all of the identifying...

Stored Workflows

The Decisions Portal has many helpful tools for managing  and controlling your processes. One of these is the Stored Workflows report located in the Administration section. This Report shows all stored...

View Integration Details

This document illustrates how to use Integration Details for entities in Decisions. Integration Details page contains information on different ways to integrate with selected entity. First, we are going...

Login Page Customization

This document demonstrates how to customize Login page in Decisions. Example: In this example, a new logo has been selected under System > Settings > Portal Settings > Logo. But the logo is...

Single Sign-On With SAML

Warning: Setting up Single Sign On involves very detailed settings and every provider and customer environment is different.  If SSO is new to you, it may take time and several attempts to get all of...

Logging Overview

Overview This tutorial demonstrates how to write into the Log file, manage Logs, and create custom categories for logs. You can use the Log step in the Decisions Flow Designer for debugging purposes....

Troubleshooting Using the Profiler

The Decisions Profiler is designed to help you find problems in your flows. The profiler writes out all step executions with the count of executions and time those executions took. To begin a profiling...