Designer Studio


  • Creating a Designer Folder

    Designer Folder are collections of entities (such as portal pages, reports, forms, and flows) within specially configured folders. These folders are designed to make building your project faster, easier...

  • Toolbox Visibility Rules

    Overview This tutorial demonstrates how to filter Categories and Subcategories in the Designers’ Toolbox. Visibility Rules can be applied to Rules, Forms, Pages, Flows and Reports. This example...

  • Turning Designer Entities into Templates

    A Designer entity can be made into a template. This is sensible for an entity that has properties you want to use for subsequent entities. Turning an entity into a template flags that entity as "Template"...

  • Using The Comparison Utility

    This tutorial shows how to use Comparison Utility in Decisions. Comparison Utility was implemented for Administrative purposes. It can be used to compare Flows and Rules. There are two options in this...

  • Rolling Back to an Archived/Checkpoint Version

    During any entity creation, once you save your work for the first time, you will automatically have an archived version available for you to use and go back to. From the Action menu on the flow select...

  • Assigning Default Designer Templates

    Default Designer templates provide a base design for building an entity. An Adminstrator can set defaults in the Designer Settings. By default, each "base" option is selected as the default; the base templates...

  • Changing Comment Policy on Save

    Administrators can enforce Designer users to enter a comment every time a Designer entity is saved. Additionally, an Administrator can make the comment optional or required for the very first save on an...

  • Setting Projects up to Create Archives Automatically

    By default during any entity creation, once you save your work for the first time, an archived version of that entity is available. This makes it possible to revert to a previous version. It is possible...

  • Creating checkpoints

    Overview Creating a checkpoint in a flow will create a backup of the entity in its history folder. This makes it possible to restore from the checkpoint backup file. The difference of a checkpoint vs....

  • Assigning Tasks to Designer Entities

    Tasks can be assigned for Designer entities at the entity level from the Actions > History/Documentation menu option available on the entity. (Note that reports currently do not have this ability however.)...

  • Create Your First Text Merge

    Decisions includes a number of built-in text merge fields like “Capitalize”, “Lower”, and “Insert Current Date.” These merge fields can be used to dynamically manipulate strings or insert data...

  • Viewing Portal Services

    Access a list of services in the portal to view and manage services.

  • Organization

    Overview Everything in Decisions is organized in the Design Studio and the User Portal. After a user has signed into Decisions Studio or Portal the user will find Decisions folders and catalogs organized...

  • Copy Designer Folder

    This tutorial demonstrates how to ‘Deep Copy’ Designer Folder. This feature was introduced in Decisions 4.0 and allows designers to copy Designer Folder with all entities in that Folder. Example: In...