End User Portal


Personalization

  • Set Folder Look And Feel

    This tutorial demonstrates how to Set Look And Feel for a Designer Folder in Decisions. This feature is implemented in Decisions 4.0 to allow Designers to set custom Icons and Thumbnails for each Designer...

  • Decisions Studio

    OVERVIEW Decisions Studio was implemented in Decisions 3.5. This is basically an alternative Portal for Designers. If we are logged in User Portal, we can switch to the Studio by clicking Open Studio...

  • Change Starter Splash Screen

    In this Example we are going to create a simple Starter Splash Screen. This Screen shows up when user starts Decisions before the Portal Initialization. By default this Screen looks like this: To...

  • Change Favicon

    The "favicon" is the icon that appears in the URL field of the browser window. (By default, it is a Decisions icon.) We are going to replace the default favicon with a custom favicon.   The...

  • Setting Up Notifications for Events within a Folder

    You can add a notification to a folder contextually, assigning the notification type and notification mode directly to a folder. The platform has a wide variety of default notification types, the events...

  • Changing Your Password

    A password grants an account access to the system, and should be changed regularly for security purposes. Note that the changing password capability is not available for any user synced from Active Directory,...

  • Set Language for User

    User accounts can be configured to use a specific language. This will cause their portal to display in the selected language while not changing the language other users see. Prerequisite: Setting...

  • Creating Static Navigation by Pinning a Folder

    Static navigation can be created by pinning a folder to the address bar. Subfolders will be displayed as links and actions as menu items in a section under the Search bar that will not change, no matter...

  • Setting Up a Security Question for Your Account

    A security question offers additional security when resetting or recovering a password for an account. When a user sets up a security question and provides an answer, the user can use that information...


Scenarios

  • Reconciliation Pattern

    Description of a Problem: Two systems are changing similar data and this data needs to be compared using Rules and Reconciled. Approach: Three types of flow to solve problem: Extracting data from...

  • Create a Report and Email it Through a Job

    The portal enables a report to be generated according to a schedule and emailed to users and groups having accounts in the portal. To run a job that will create a report and email it to your users follow...

  • Creating an Email Event and Flow that uses Email Data

    An email event is a change in state on an email server, such as when the server receives or relays an email. The system can be configured to handle email events for a email server. During the setup...


Decisions URL Paths

  • Using a URL Link to Access Documents in Decisions

    OVERVIEW Decisions URL's paths system were designed to provide the user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using a wide variety...

  • Using URL Paths With Rules

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

  • Portal Chrome Options In URL Paths

    Decisions URL's paths system were designed to provide the user with powerful navigation control in the Decisions System. Navigation can be done between Folders, Flows, Rules, Pages, Reports, Forms and...

  • Edit Entity Using URL Paths

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

  • Using URL Paths With Pages

    Overview Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety...

  • Using URL Paths With Reports

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

  • Using URL Paths With Flows

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

  • Folders Navigation Using URL

    Overview Decisions URL paths system were designed to provide a user with powerful navigation control in the System between Folders, Flows, Rules, Page, Reports, Forms and much more. The navigation has...

  • Platform Features Using URL

    Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...


Invoking Flows Externally

  • Create Named Session

    A named session makes it possible to pass in a specific user account when invoking a workflow, via REST, without exposing the user account information. Instead, a session ID is used in the URL. Create...

  • Exposing Flow as a Web Service

    Decisions flows can be exposed as an external web service. This allows external applications to utilize this flow via a standard SOAP web service call.   Example Create a new flow. Click on any blank...


Workflow & Service Catalog


Chat, Comments, and Documents

  • Using the Add Comment Component in Folder Page

    The Add Comment component allows you to create and view comments on a folder page. To add an Add Comment component to a page, in the Page Designer, in the Toolbox panel, expand the Integration category...

  • Adding Documents the to Portal

    Add a document to a root folder quickly by dragging it from its original location to the root folder or navigate through actions on a root folder.   Example To begin, navigate to the destination root...


Tagging

  • Tag an Entity via Flow

    A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...

  • Search by Tags

    After a tag has been added to an entity, a user can perform a search using this tag. The search results will list all entities that have the tag. To search using tags, click the search icon to the...

  • Globally Update a Tag

    There are times when a 'tag' that you have created for classifying Decisions created objects needs to be updated. This document will walk you through the locations to make these changes.   Change...

  • Create Tag Report

    A tag report lists all of the tags used in the portal. Use the report to identify redundant tags, to establish naming conventions for tags, or to ensure that tags exist for all entities you wish to be...

  • Add Tag Browser to Page

    The Tag Browser lists all the tags used in the system, including documents that are tagged.   Add a Tag Browser to a portal page in the Page Designer by dragging a Tag Browser component, found in...

  • Add Tag Action

    A "tag," a short, easily remembered name, can be assigned to entities such as documents, reports, forms, and flows. Users can enter tags when searching for an entity. Assigning the same tags to similar...


Pages, Reports, and Folders

  • Advanced Portal Search

    This tutorial demonstrates advanced searching techniques in Decisions Portal. These search optimizations are introduced in Decision 4.1. Because this search enhancement is implemented using Full-Text Search...

  • Set Folder Order In Tree

    This tutorial demonstrates how to change Folder Order in Folder Tree in Decisions Portal. By default Folders are sorted in alphabetical order (except MyTasks and Folders created from installed Modules). To...

  • Changing Page Name And Order On Folder View

    This tutorial demonstrates how to change the Name and the Order of the page attached to the Folder. To learn how to create Pages in Decisions, please click here. To learn how to add Page to the Folder...

  • Report Distribution

    This tutorial demonstrates how to use Report Distribution functionality. Report Distribution allows users to create and manage how Reports can be distributed (download, send over email, etc.). Example: In...

  • Report Output Template

    This tutorial demonstrates how to configure the settings for Report Data to Output information onto an Excel Template.  Note: A Report should already be created in order to upload Report Data onto an...

  • Send Portal Folder URL in the Email

    Overview This example shows how to simply use a send designer Folder URL in an email. This step can be performed through the designer folders action menu.  Example Navigate to the desirable...

  • Creating Favorite Actions

    Creating a favorite action may make sense for actions that are used on a consistent basis. When an action is made a favorite, it shows as a new name in bold, if a new name was given. The action also appears...

  • Searching For Items in the Portal

    The portal offers multiple search options. Search for entities using the integrated incremental search features of the address bar, or use the advanced search options to apply filters to your search results. Example In...

  • Export Report as PDF

    A report can be exported to PDF, HTML, or Excel format.  To export a report to PDF, while viewing the report, click the Download/ Send Report button, select the PDF option in format and click Proceed. ...