Flows


Simple Workflows

  • Using Simple Workflows

    Simple Workflow Example An example of a Simple Workflow is if a bank being the client gave its employees access as a user to the Simple Workflow. The User working at the bank would use this for common...


Starting with Flows

  • Creating Your First Form in a Flow

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form. Create a new flow...

  • Creating Your First Flow

    A Flow is a diagram of interconnected components that sequentially execute steps to accomplish a task. Almost all steps result in an outcome, such as true or false, and most output some type of data.

  • Flow Designer Overview

    Flow Designer Wizard is created to ease a flow creation process. This Designer starts up every time we create a new flow. We start this overview from clicking Create Flow in the Designer Folder...

  • About Flow Settings

    This document overviews Flow Settings in Flow Designer. Note: to learn how to build your first Flow, please click here. In the Flow Designer we locate and expand Settings on the Properties panel. We...

  • About Flows

    https://youtu.be/zMqJkZ1IeKs Overview In Decisions,  A Flow is the visual representation of the entire process that you are building. It is the end result of a process or an approval chain created...

  • Undelete an Entity

    Overview This tutorial demonstrated how to Undelete when an Entity has been deleted. The video below shows a quick example of how this task is carried out. This is the same process for any deleted item...

  • About Simple Workflows

    Overview A Simple Workflow is a constrained workflow designer that puts steps in a sequence for the purpose of an individual who has little to no workflow experience. The Simple Workflow gives the user...

  • Ways to Start a Flow

    There are a number of ways to start a flow, these include: Workflow Catalog: https://documentation.decisions.com/adding-service-catalog-category/ Scheduling: https://documentation.decisions.com/running-a-flow-on-a-schedule/ API:  https://documentation.decisions.com/working-task-flow-flow-b/ Message...


Layout & Design

  • About Process Folders

    Overview Process Folders are part of a built-in data storage and management scheme in Decisions. Flows can store and manage data inside of any storage scheme, for example in a database or file system....

  • About Branching and Merging Flows

    Branching and merging allows us to process multiple flow steps in parallel, rather than one after the other. You can create branches and mergers by dragging and dropping the Branch Step and Merge Step...

  • About Sync and Async Sub-Flows

    Overview A Sub-Flow is a Flow that runs like a Step in the course of another Flow. Sub-Flows may also be referred to as a "Child Flow" and the primary Flow as a "Parent Flow." A Sub-Flow may be set to...

  • Connecting Steps and Changing Flow Execution Paths

    This article describes how Flow Designer Wizard helps to simplify Flow Design process. Next, this article briefly describes using GoTo step to jump between flow steps and Catch Exception step to catch...

  • Using Placeholder Steps to Sketch Out Flow Structure

    The Placeholder Step component simulates a working component by providing simulated outcomes or objects. It has no function except to describe a component to be inserted at a later date. Use a placeholder...

  • Using Swim Lanes

    A Swim lane (or swim lane diagram) is a visual element used in process flow diagrams, or flowcharts that visually distinguishes job sharing and responsibilities for sub-processes of a business process....

  • Shape Icons In Flow Designer

    This tutorial demonstrates how to adjust/design Step Shapes in the HTML Flow Designer in Decisions 4.0. Shapes in the Flow Designer in Decisions 4.0 are customizable to satisfy any designer needs. Example: In...

  • Using the Run Flow Async and Wait Property

    This tutorial demonstrates how to use Run Flow Async And Wait configuration for the Sub-Flow steps. Run Flow Async And Wait is an advanced configuration and should be used with caution. It is important...

  • Using Sub-Flows

    Subflows are added to the Flow Designer by a step that represents an existing flow from the Flows category in the Toolbox. A parent flow will initiate a child flow when it reaches it in the process,...


Data & Logic

  • Set Flow Output Values

    This tutorial demonstrates how to use Set Flow Output Values step. This step is introduced in Decisions 4.1. It behaves just like Create Data step but data created in it can be retrieved via API call even...

  • Passing Inputs on a Flow Sourced Report

    This example demonstrates how to pass inputs on a Flow Sourced Report using two different reports and then displaying both reports on a single Page.  The Page will give a view of the Feilds that each...

  • Using Custom Data as Flow Input

    Flows can be configured to use entities of any data type that are available including custom ones. To use an entity with a custom data type, check whether the required data type is available in the respective Designer Projects folder, or under the folder System > Common Data Elements > Data Structure (if not, create the data needed). Once this is done, the custom data type will be available for use in all flows.

  • How Branching and Merging Works

    Branching and Merging is the process that use in Decisions to allow a flow to run multiple steps at the same time. This is commonly used in very specific examples. When there are multiple people that...

  • Adding Outcome Data to Step Output

    When a step is placed within a flow, its outputs are automatically given path names that follow some basic default rules. To help you make these path names more meaningful, the Flow Designer offers controls...

  • Using Data Flow In a Form

    Having a Data Flow in a form allows a more personalized user interaction. A field on the form will change based off of what the user inputs. The flow within the form will run and have new data...

  • Using the Mapping Editor

    Each step in your application's flow accepts input data and returns output data. The output data can be used by other steps with in the flow. For some steps, input data can be provided from multiple...

  • Building and Using Converter Flows

    Converter flows are flows designed to transform one type of data into another, and which are implemented as a mapping type. To use a converter flow in the Mapping Editor, select the input or output

  • Using Converters When Fetching Data From Database

    Overview This example demonstrates how to create a database table within Decisions and use a converter in a flow to retrieve from the database table. Database entities represent external databases which...

  • Establishing Constant Data (Global Variables)

    Overview The Portal provides the ability to store constant values for reuse in flows. This is a way of creating "global data." It is useful because when a change is needed, the data itself is updated...

  • Expose Step as a Rule

    This tutorial demonstrates how to expose a step as a rule. This configuration is available for any step in Decisions that has a True/False outcome. The configuration, Expose Step as a Rule, is helpful...

  • Setting a Process's State and State Reason

    Process folders allow process states, files and other flow data to be stored in a way that is easy to manage through the portal. Process folders can also contain files input by users, forms, outside systems, or any other entity capable of outputting them.

  • Outputting Data Objects From Rule Steps

    Rule Steps can be configured to return data objects rather than simple outcomes. For example, you can create a rule that outputs an account object that can then be displayed in a form. In the Properties...

  • Mapping a Complex Object

    Use the Mapping Editor to create a complex object from multiple step inputs. For example, map the output of data entered in form fields to the inputs of an internal service to transform user-entered information into a Knowledge Base article.

  • Using Rule Steps in a Flow

    Rule Steps evaluate a data input and return an outcome of true or false. This outcome depends on whether or not the input satisfies the conditions of the rule(s) they contain. Rule Steps can contain entirely...

  • Moving Folder Entities with the Flow Designer

    Overview Folder entities can be moved with the Move Entity component. It can be found in the Toolbox tab, under the category Integration > Entity Framework. Example In our example flow, we will use...

  • Cache Steps

    This tutorial demonstrates how to use Cache Steps in Decisions. With Cache Steps we can store and retrieve some Data values in memory for defined time. In Decisions we are able to define different types...

  • Saving a Document to a Process Folder

    Process folders allow process states, files and other flow data to be stored in a way that is easy to manage through the portal. Process folders can also contain files input by users, forms, outside systems, or any other entity capable of outputting them.

  • Saving a Comment to a Process Folder

    Process folders allow process states, files and other flow data to be stored in a way that is easy to manage through the portal. Process folders can also contain comments - purely descriptive notations that can, but are not required to, contain any of the data actually handled by the flow.

  • Creating a Report of Process Folder Flow States

    Process folders allow process states, files and other flow data to be stored persistently in a way that is easy to manage through the portal. Processes that are expected to run for an extended period of time can be monitored and measured with process state reports.

  • Appending CSV File Using String Builder

    This tutorial demonstrates how to append new rows to the CSV file using String Builder steps. These steps can be found in Data > Text > Builder category in the ToolBox. Example: We begin...

  • Lookup List (Data Pair)

    Lookup list Data Pairs are used to search for a specific set of data that can be accessed and used within a Flow or a Rule. This tutorial demonstrates how to create and use Lookup Lists in Decisions....

  • Dynamic Form Features Overview

    There are numerous ways in which Form Designer can make the Form dynamic in Decisions 3.2. In other words, it is possible to change Form Components, Visibility, and Behavior based on Form Input Data and...

  • Generating a Unique ID

    The Generate GUID component creates a unique identifier for use in your flows. It can be found in the Toolbox panel, under the Data category. Example Our example flow will generate a unique identifier...

  • Using the Runtime Selection Enabled Property

    Flows can call sub-flows. The choice of which sub flow is called can be made at design time (see: Using Sub-Flows) or at run time. To set your Flow to allow subflow selection at runtime, use the Runtime...

  • Setting up a Process Folder to Save Data

    Overview Flows can store and manage data inside of any storage scheme. As a convenience, the platform also offers internal tools for representing and managing persistent flow data within the portal. In...


Files

  • Appending HTML Lines Using String Builder

    Appending HTML Lines using a String Builder Step requires a few steps to get the data from the database and then select the information needed to Append an HTML line into Text. The String Builder Steps...

  • Create Excel Data from Object Data

    Data objects can be exported to CSV format within a flow by using the Custom Merge [NVelocity] and Create Text File components. Part 1 of this example will first show how to create data for an Excel...

  • Writing a File to the Local File System

    The Create Text File component saves a plain text file to the local file system. Add it to a flow in the Flow Designer. In the Toolbox panel, under the category Integration > File, drag a Create Text File component to the workspace.

  • Upload File with FTP

    File Transfer Protocol (FTP) is a secure method to transfer files across a network. Some FTP servers allow an anonymous connection, but many require that you enter the user name and password for the FTP server when connecting. Use a flow to upload a file to an FTP server, using the authentication information you specify.

  • Allow Runtime CSS File Name

    This tutorial demonstrates how to allow different CSS documents at runtime on the Form. This feature is implemented in Decisions 4.0. With this feature we can style our Forms dynamically at runtime. Example: In...

  • Loading an Excel File into a Flow

    The Import Excel or CSV flow component loads tabular data from CSV or Excel-formatted files. The function of this step is to import an excel or csv file into a data type.

  • Converting an Excel File to CSV

    The Convert Excel to Csv component converts Excel-formatted tabular data to CSV format. To use the Convert Excel to Csv component in the Flow Designer, drag it to the workspace from the Components panel's Data > List > Excel and CSV category.

  • Using For Each Excel Or CSV Row Step

    This tutorial demonstrates how to use For Each Excel Or CSV Row step. This step can be found in Data > List > Excel and CSV category in the ToolBox. Example: In this example we are going to create...

  • Edit And Update Excel Document

    This tutorial demonstrates how to use specific Steps in the Flow Designer to get values from an Excel Document, and how to Update values in the Excel Document (Set Values, Replace Values, Delete Row, etc.)...

  • Converting CSV to an Excel File

    The Convert Csv to Excel component converts CSV tabular data to the Excel format. To use the Convert Csv to Excel component in the Flow Designer, drag it to the workspace from the Toolbox panel's Data > List > Excel and CSV category.

  • Creating And Styling Excel Document

    This tutorial demonstrates how to Create an Excel Document in the Flow. Additionally, this tutorial demonstrates how to apply different Styles to this Excel Document. Create New Excel File step can be...

  • Splitting Excel Columns by a Custom Delimiter

    Using the Split Excel Column component in a flow, the data in an Excel spreadsheet's column that is separated by a delimiter can be split into several columns and then displayed in a data grid or converted into a CSV file.

  • Fetching Data From Database to CSV File

    Overview Database entities represent external databases which can be integrated with a flow and then displayed on a CSV file. In this example, we are going to fetch data from the database into a CSV file....

  • CSV To Object Mapping Step

    This tutorial demonstrates how to use CSV To Object Mapping step. This step can be found in Data > List > Excel and CSV category in the ToolBox. Example: In this Example we are going to...

  • Editing CSV Records in a Form

    The CSV Editor form component allows for the editing of CSV-formatted tabular data, such as a spreadsheet.

  • CSV To List Mapping Step

    This tutorial demonstrates how to convert data from Excel Document to a Simple List of Strings using CSV To List Mapping step from Integration > Excel and CSV category in the ToolBox. Example: We...

  • Using Run Flow For CSV Step

    This tutorial shows how to use Run Flow For CSV step. This step can be found in Data > List > Excel and CSV category in the ToolBox. Example: In this Example we will use Run Flow For CSV...

  • Using Split Excel Column Step

    Using the Split Excel Column component in a Flow, the data in an Excel spreadsheet’s column that is separated by a delimiter can be split into several columns and then displayed in a data grid or converted...

  • Filling in PDF Forms Using Flow

    The Set PDF Form Fields component in a flow can populate a PDF form template with data. When used in a flow, this step reads a PDF form template to identify its fields, then provides input fields for...

  • Turning RichText/HTML into PDF

    The HTML to PDF component in a flow can convert text to PDF format. When used in a flow, this step reads in an HTML or text file, then converts it to PDF. This step does not actually create the file; it...

  • Retrieving and Processing PDF Form Fields in a Flow

    Overview PDF form field values can be extracted and used as variables in a flow using the Get PDF Form Fields component. This component is found in the Toolbox panel under the Data > PDF category. Example In...

  • Reading Text Files from a File System

    The Read Text File component reads and outputs the contents of a file as plain text. Add it to a flow in the Flow Designer, in the Toolbox panel, by expanding the category Integration > File and dragging a Read Text File component to the workspace.

  • Listing Files in a File System

    The List Files in Directory component creates a list of filenames for a given directory. Create a flow to list the files in the Flow Designer. In the Toolbox panel, under the category Integration > File, drag a List Files in Directory component to the workspace.

  • HTML to Word Document Step

    This tutorial shows how to use Html To Word Document step. This step can be found under Data > Html category in the ToolBox in the Flow Designer. This step can be used to convert Html Document into...

  • Appending Word Documents

    Overview This tutorial demonstrates how to append Word documents by using a Combine multiple Word documents Step within a Flow. Example Begin in a designer Folders and Create a Flow. Name your...

  • Unit Testing (Advanced)

    Unit Tests can be used using various techniques within Decisions designer studio. Unit Test's can be created using a flow and a rule to test data as it passes through. Advanced Unit Test's have advantages...

  • Download File with SFTP

    Secure File Transfer Protocol (SFTP) is a secure method of transfering files across a network. You can use a flow to download a file from an SFTP server with the proper authentication information. To...

  • Download File with FTP

    File Transfer Protocol (FTP) is a secure method to transfer files across a network. Some FTP servers allow an anonymous connection, but many require that you enter the user name and password for the FTP server when connecting. Use a flow to download a file from an FTP server, using the authentication information you specify.

  • Creating a File Watcher Event

    A File Watcher event monitors a specified directory, then tells the system to perform an action when a file is added to that directory. The system can delete, move, or rename the file. Use the Schedule...

  • Replace Bookmarks With Text

    Overview This tutorial demonstrates how to use Replace Bookmarks With Text step from Data > Documents category in the ToolBox. This step gets bookmarks from the Constant Word Document, replaces them...

  • Replacing Bookmarks With Text (Dynamic)

    Overview This tutorial shows how to replace Bookmarks in a Word Document with desirable Text. The Step that can be used for this function is called a Replace Bookmark With Text (Dynamic) Step. A Word...


Communication

  • Sending an Email from a Flow

    Add a Send Email component to the Flow Designer workspace to send an e-mail message from the flow. Designate the To and From email address and the subject of the message in the Mapping Editor.

  • Sending Reminder Email for Task Assignment

    When a task is initially assigned, the default behavior of the portal is to send a popup notification to the assignee(s), in addition to an email containing the task name, description, and an assignment...

  • Email Templates

    This tutorial demonstrates how to use and modify Email Templates in Decisions. Email Templates were introduced in Decisions 4.0. Email Templates are HTML documents that can be composed and used for advanced...

  • Setting Up Email Response Scheduled Job

    An Email Response Job is used for handling email responses to assigned forms. For an explanation of how to configure email responses to assignments, please see Handling Task Assignment Via Email Response...

  • Listing Email From Server [IMAP]

    Using the Get Email component, a flow can retrieve messages from a mail server. The flow can display the messages in a list on a form or use them in other ways.

  • Downloading Email From a Mail Server [POP]

    Using the Get Email component, a flow can retrieve messages from a mail server. The flow can display the messages in a form or use them in other ways.

  • Downloading Email From a Mail Server [IMAP]

    Amazon Web Services' S3 offers cloud-based storage that can be integrated with your system.

  • Deleting Emails From a Mail Server [IMAP]

    Flows can download, list and delete email messages from either an IMAP or POP mail server. You can configure the Delete component to delete emails that meet certain criteria.

  • Setting Up a Flow to Handle Email Events (IMAP)

    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 Post Office Protocol (POP3) server...

  • Setting Up a Flow to Handle Email Events (POP3)

    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 Post Office Protocol (POP3) server...

  • Sending SMS Text Notification Within a Flow

    The portal supports notifications in the form of an email, popup within the portal, SMS text, Instant Message, Twitter, and a custom notification method. In order for the system to know a user's email...

  • Hooking up Inbound SMS Conversation

    Using a Telephony service like Twilio or Plivo, Decision can respond to inbound SMS messages. This document explains how to configure Decisions to respond to a received message.   Example If you haven't...

  • Creating or Editing Flows for Handling Events

    The Decisions tool lets you set up events, such as watching a folder for a file or watching for an email sent to a certain address, and optionally kick off a flow when the event happens. Here are the...

  • Creating Custom Modes of Notification with Notification Flows

    A user can create a special kind of flow, called a notification flow, which can be configured like any other flow, but has one special feature.After a notification flow has been saved, it is available to be used as a notification mode, along with email, popup or SMS message, when creating a notification.

  • Registering Telephony Service in Portal

    In order for the Portal to be able to send and receive SMS text messages, a telephony service is required. The Portal supports Plivo and Twilio. The Telephony module must also be installed. (It can be...


Integration

  • External Database Integration

    Setup an External Database to integrate data within Decisions Studio in Flows, Forms, Rules, Data Structures and more.  Example For this example, we will integrate with a simple External Database...

  • Create Excel Data from Object Data

    Data objects can be exported to CSV format within a flow by using the Custom Merge [NVelocity] and Create Text File components. Part 1 of this example will first show how to create data for an Excel...

  • Use Flow Steps to Integrate with an External Database

    After an External Database has been created and integrated into Decisions, use specific Flow Steps to integrate the external data into the flow. When integrating with a Database in Decisions use Flow...

  • Integrating With Sybase Database

    Database entities represent external databases which can be integrated with a flow. To add a database within the portal, navigate to the folder System > Designers > Integrations > Databases,...

  • Integrating a REST Web Service That Returns JSON Data

    Overview The Decisions portal can integrate with web services that return JSON formatted data. The steps for retrieving and using the JSON data are as follows: Integrate the service within the Decisions...

  • Integrating With WCF Services

    Overview This tutorial demonstrates how to integrate with a WCF Service in Decisions and use this service in a workflow. For more information on WCF bindings, please visit https://msdn.microsoft.com/en-us/library/dd936243.aspx *Note:...

  • Integrating an External Database with a Flow

    Database entities represent external databases which can be integrated with a flow in a number of ways. To add a database within the portal, navigate to the folder System > Flow Management > Databases, click the Add Database button, and supply the necessary details.

  • Alternate Access Pattern For Table Integrations

    This tutorial demonstrates how to use Alternate Access Pattern for database table integrations. Alternate Access Pattern generates a step that can be used in the workflow to retrieve information from the...

  • Integration with External Web Service

    Webservice references represent web services which can be integrated into a flow in a number of ways. To add a web service within the portal, navigate to the folder System > Flow Management > External...

  • Setting up Amazon WebServices Integration

    Amazon Web Services' S3 offers cloud-based storage that can be integrated with your system.

  • Adding a Query to External Database

    It is possible to add queries, procedures, tables, and views to a database. You can do this during the database integration set up, or after the fact using the functions found in the folder created when...

  • Return Dynamic Data Rows When Fetching Data From Database

    OVERVIEW Database Entities represent external databases which can be integrated with a flow. To add a database within the portal, navigate to the folder System>Designers>Integrations>Databases,...

  • Parameterized Queries

    This tutorial demonstrates how to use Parameterized Queries in Decisions. Parameterized Queries is the best way to prevent SQL Injections. In these types of queries we define Parameters that become Variables...

  • 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...

  • Integrating an Internal Web Service [WSDL] within a Flow

    Webservice references represent web services which can be integrated into a flow in a number of ways. To add a web service within the portal, navigate to the folder System > Flow Management > External Services, click the Add WebService Reference button, and supply the necessary details.

  • External Applications: Calling Rules (REST)

    Summary A rule can be made into a REST web service that supports either HTTP GET or POST methods. REST calls to a rule require either (1) valid user session ID, or (2) valid user authentication ID. The...

  • External Applications: Calling Flows (REST)

    OVERVIEW A flow can be made into a REST web service that supports either HTTP GET or POST methods. REST calls to a flow require either (1) valid user session ID, or (2) valid user authentication ID. The...

  • External Applications: Calling Flows

    OVERVIEW   There are two ways that flow can be executed from an external application: (1) via call to a generated service (specific to this flow), or (2) via call to a generic Flow Execution Service.   Example CALLING...

  • Using POST Method With REST Service Integration

    This tutorial demonstrates how to define custom Rest Headers for Post method with Rest Service Integration. Example: In this example we are going to create a simple Rest Service Integration with Post...

  • Calling a flow as a REST Service

    Summary A flow can be made into a REST web service that supports either HTTP GET or POST methods. REST calls to a flow require either (1) valid user session ID, or (2) valid user authentication ID. The...

  • Calling Stored Procedure From Flow To Write Data

    This tutorial demonstrates how to add Stored Procedures while integrating with Database in Decisions. Next, we will call Stored Procedure from the Flow to write data to the Database we integrated with. Example: Note:...

  • Conditionals (if statements) using NVelocity

    This example simulates the lookup of a customer's account balance. The NVelocity step uses conditional statements to evaluate the account balance dollar amount and produces a custom message to communicate...

  • Running DOS / Batch Commands

    Decisions allows you to run commands or batch files using steps in Decisions.  These steps allow you to use all the power of workflow, rules, tasking, alerting, job scheduling, etc. with traditional scripting.  Note:...

  • Calling a .NET Library Function From a Flow

    The .NET Library contains a wide range of common functions, classes, and methods that can expedite the development process.

  • Starting new server using flow components

    The Amazon EC2 services allow you to run virtual machines in the cloud by creating machine images and then starting instances of those images. These EC2 machine instances can be started using the Start...

  • Using Foreign Exchange Components

    Decisions has a module that provides Foreign Exchange components. Before beginning, the Foreign Exchange module must be installed by going to System> Administration> Features   These components...


Flow Behaviors

  • About Flow Behaviors

    Flow Behaviors tell the portal how you intend to use your flow. You have the option to set a flow's behavior when you create the flow or by right-clicking a flow in its Designer Folder and clicking Edit...

  • Flow Run Part

    This example will demonstrate how to use a Flow Run Part on a page. The Flow Run Part is a step that uploads information displays the information from the form and will run the flow with that form each...

  • Using Flow Inline Fields to Extend Report Data

    Example: A Flow that has Reporting Inline Field Flow Behavior can be added as a data field in Reports. In this Example, create a Flow that will display the accounts first and last name in a field from...

  • Report Output Handler Flow

    This tutorial demonstrates how to create and use a Report Post Processing Flow. This Flow type is used as a Report Output Handler. With this Flow configured, users will get a new option of saving a Report onto...

  • Text Merge Behavior

    Similar to Flow Behavior and Folder Behavior, Text Merges can be given a behavior with predefined inputs, limit whether or not inputs are visible to the user, and/or add additional actions in the Text...

  • Cache Fetch Flow Behavior

    This tutorial demonstrates how to use Cache Fetch Flow Behavior. This Flow Behavior can be used to fill the cache in with data that needs to be kept for a certain time. Additionally, this tutorial demonstrates...

  • Folder Aware Flow Behavior

    This document demonstrates how to use Folder Aware Flow behavior. In this tutorial, we will use Folder Aware Flow Behavior to create a Page that can be used on different Folders to display Comments...

  • Flow Step Trigger (After,Before,Error) Flow Behavior

    This tutorial demonstrates how to use Flow Step Trigger Flow Behavior in Decisions. This Flow Behavior may be used for Flow debugging purposes. There are 3 types of such Flow Behavior: After, Before, and...

  • Login User Flow Behavior

    This tutorial demonstrates how to trigger some processes in Decisions based on User Login event. This functionality was introduced in Decisions 4.0. Example: In this example we are going to create a...

  • Folder Count Flow Behavior

    This tutorial demonstrates how to create a Folder Counter in Decisions 4.0. This can be achieved with Folder Count Flow Behavior. Example: In this example we are going to demonstrate how to create a...

  • Using the Form Assignment Handler Flow Behavior

    Overview Automated actions, such as tagging a Form assignment, can occur at the moment a form is assigned by utilizing our Form Assignment Handler flow behavior. Example This example demonstrates how...


Business Metrics

  • About Business Metrics

    Overview Business Metrics are quantifiable values that measure the success and efficiency of a given business process. Different process goals call for different metrics to measure their success. The...

  • Capturing Business Metrics in a Flow

    Overview Business Metrics are quantifiable values that measure the success and efficiency of a given business process. For more information, see About Business Metrics. Example In this example, Decisions...


Debugging

  • Unit Testing & Debugging

    When creating a flow there is the ability to create Sample Data to make sure that the flow is operating correctly. Sample Data or automated tests are called Unit tests and can be located and created from...

  • Using the Flow Debugger

    Flows can span multiple systems, such as POP, IMAP, Application Servers, and Database Servers, and may or may not involve an end user. A flow can run an approval process, check or send email, handle an incident, or turn on a server. To ensure the flow runs without errors and has no performance issues, debugging is highly recommended throughout the development stages.

  • Running Unit Tests on a Flow

    Overview You can run unit tests on flows from the Flow Designer. Unit tests run like regular tests in the debugger, but they let you define boilerplate flow input data (so you don't have to enter it manually...

  • Flow Debugging

    Overview This tutorial demonstrates Flow Debugging in Decisions 4.0. The Flow Debugger has been completely redesigned in the HTML version of Decisions. Example In this example we are going to build...

  • Using Debugging Steps

    When debugging a flow, it is sometimes useful to create debugging steps, which can provide information about or gather data from a certain step in the flow before the flow has finished running. Debugging steps can record information in system logs, output the current step's flow data, output a message, or output a string.


Steps

  • About Steps

    Overview Steps are the discrete points of action within a Flow. They are graphical representations of code; each Step does something to contribute to the goal. In Decisions, there is a ready-made library...

  • Create Excel Data from Object Data

    Data objects can be exported to CSV format within a flow by using the Custom Merge [NVelocity] and Create Text File components. Part 1 of this example will first show how to create data for an Excel...

  • Branch ForEach Step: Avoid Unexpected Validation Warnings

    When using a Branch For Each Step, a common error can be avoided which occurs only when Forms are added into the flow following the Branch ForEach Step. If you run into a validation warning for this...

  • Script Form Step For External Forms

    A Script Form Step was designed for doing additional work with javascript before processing an External Form. This tutorial shows a simple example of how to configure and use the Script Form step in a flow. Simple...

  • Batch Insert Step

    When an object is created in Decisions whether it is a Case Entity,  Database Structure, Defined Data Structure, Entity, Entity Extension, Flow Data Extension or Folder Extension a Batch Insert Step takes...

  • Using the End Form Session Step to navigate

    Flows can be used to control portal navigation. This example will show how to navigate to a specific folder/page using a flow.   Example Before creating a flow, you need to know the id of the folder...

  • Reset For Each Step

    This tutorial demonstrates how to use Reset For Each Step in Decisions. This step resets a for each's loop iteration. This is important in cases when Workflow process has to be designed to quit looping...

  • Running Steps Asynchronously with the Go Async Component

    The Go Async component allows subsequent flow steps to be run asynchronously, returning control immediately to the flow's calling entity (such as a parent flow, user or process). In other words, any steps...

  • Processing Lists of Items with the Branching ForEach Step

    The Branching ForEach Step component iterates through every item in a collection, passing them to one or more next steps. It is similar to a non-branching ForEach Step component, with two major differences....

  • Processing Lists of Items using ForEach Step

    The For Each Step passes individual items from a collection to a flow loop. The flow loop will then perform the same actions on each item. When every item has been processed, the loop forwards the...

  • Pausing a Flow's Progression with the Pause Flow Component

    The Pause Flow component delays processing the next step of a flow until a specific date and time, or until a time duration has elapsed.

  • Jumping Position in a Flow with the GoTo Step

    Overview The Go To Step component jumps the current position of a flow to a step elsewhere in the flow. It can be found in the Flow Designer, in the Toolbox panel, under Flow Management. To configure...

  • Using Reports As Flow Steps

    Once a report is created and saved, it will be available to use in a flow.  For example, the user could create a flow that runs a report and displays the report data on a form. To add a report to a...

  • Wait On External System

    This tutorial demonstrates how to use Wait On External System step in Decisions. This step is an Assigned Form for the External System (Service, External Database etc.). This step monitors External System,...

  • Rule Collection Filter Step

    This tutorial demonstrates how to use Rule Collection Filter Step. This step designer is able to create a custom Rule to filter collection of any type in Decisions. Example In this example we are going...

  • Xpath Query

    XPath uses path expressions to select nodes or node-sets in an XML document. The node is selected by following a path or steps. This tutorial demonstrates how to use XPath Query step in Decisions to be...

  • Raw SQL Step

    This tutorial demonstrates how to use Raw SQL Step in Decisions. This step requires the designer to be able to write and understand SQL queries. Raw SQL Step is an advanced step. It can be used in places...

  • Search And Replace Regex

    This tutorial demonstrates how to use Regex Replace Step in Decisions. The Regex Replace step is intended to look up text input by a regular expression pattern and replace text that matches the pattern. Example: We...

  • Flow Parameters

    This tutorial demonstrates how to use Create Flow Parameters step in the Workflow in Decisions 4.0. This step behaves similarly to Create Data step, but data (parameters) created within this step could...

  • Get Page Variable

    This tutorial demonstrates how to use Get Page Variable Step located in Page Context category in the Tool Box. With this step we can get some Page parameters to the Flow based on the context of the Page...

  • Getting File Data From a Document

    This tutorial demonstrates how to get data from the Document entity in Decisions. Example: In this example we are going to get data from the Document and display it on the Form. First, we need to get...

  • Run Flow For List Step

    This tutorial demonstrates how to use the Run Flow For List step. This step works in a similar manner to the For Each step. The main difference with this step is that it is able to create a Flow to...

  • Leased Entities

    This tutorial demonstrates how to create and use Leased Entities in Decisions. Leased Entity is a simple Database Structure (User Defined) that can be used instead of regular Database Structure (User Defined)...

  • Using Collection Sort Step

    This tutorial demonstrates how to configure and use Collection Sort Step. This step can be found under All Steps [Catalog] > Data > List category in the Flow Designer. This step can implement the...

  • Avoid Unexpected Results With Branch For Each Step

    This tutorial demonstrates how to avoid unexpected results while using Branch For Each step. Example: In this example we are going to demonstrate unexpected results that may occur using Branch For Each...

  • Using the Mapping Step

    The Mapping step lets you map data from one object into another object. For example, if a flow has empty objects and you want to populate attributes of those objects, the Mapping step could meet this...

  • Evaluate Dynamic Expression

    Overview Expression Steps are designed to evaluate calculations in one step. This step can be found under All Steps [Catalog] > Data > Numbers > Evaluate Dynamic Expression. The Evaluate...

  • Evaluate Expression

    Expression Steps are designed to evaluate calculations in one step within a Flow. These Steps can be found under Data > Numbers Category in the ToolBox in the Flow Designer. Example In this Example...

  • Checking if an Object is Null

    The Object Is Null component checks whether a given input is "null," or non-existent. Based on its determination, the component returns a "True" outcome if the input is null, or a "False" outcome if the...

  • Using the Create Data Step

    The Create Data component can be used to create or copy data objects (or lists of objects). These objects can be used elsewhere in the flow. For example, select the Create Data component. Using the Mapping...

  • Retrieving Entities with the Fetch Entities Flow Step

    The Fetch Entities step is a flow step that allows for fetching of any entity within the system, such as folders, native data types, stored database types, and custom data types. The Fetch Entities step...

  • Using Random Rule and Sampling Rule Steps

    The Random Rule and Sampling Rule components provide a way to test for probability with in a flow. Within certain boundaries both components will randomly return one of two outcomes "True" or "False."...


Best Practices

  • About Exception Handling

    Exception handling is the process of responding to the occurrence, during computation, of exceptions – anomalous or exceptional events requiring special processing – often changing the normal flow of program execution.

  • Adding a Step Outcome for Exceptions

    Even under the best conditions, inputs can be unreliable. To handle missing or invalid data without crashing, steps need paths to account for errors or exceptions. We can add these outcome paths by selecting...

  • Catching All Unhandled Exceptions

    Overview An exception is an anomalous or unexpected situation in a flow that requires special steps to handle it. In other words, it usually means something went wrong in your flow. Using exception handling is...

  • Catching All Unconnected Outcomes

    Overview The Catch Outcome step catches outcome paths that are unconnected from the rest of the flow. It provides a universal mechanism for handling them. Usually this step is used to simplify or clean...

  • Using the No Data Result Path

    If a flow step requires input that is not provided, the flow will stop running. For example, if a step requires input data from a user-completed form and the user submits the form with no data in the...

  • Adding Validation rules to Decisions Entities

    A folder entity can have validation applied, set up in the form of rules or a flow created by the entity's action folder. Setting up validation rules is particularly useful if the Action menu is to...


Managing Your Flows

  • Running a Flow using an Alias

    It is possible to run a flow, either as a service or by showing forms and Decisions user interface in a web browser, just by accessing its URL. This URL can be used to allow execution of the workflow from...

  • Versioning

    OVERVIEW Decisions has a built-in history and audit mechanisms that save every change that is made in Decisions. The application server always has an office file auto save that storing data. View, maintain...

  • Flow Step Browser Overview

    The Flow Step Browser is an Administrative Tool in Decisions. The Flow Step Browser conveniently displays a list of all long-running flows stored in Decisions. Each flow can be selected and the steps...

  • Running a Flow from a URL

    It is possible to run a flow, either as a service or by showing forms and Decisions user interface in a web browser, just by accessing its URL. This URL can be used to allow execution of the workflow from...

  • Adding Forms, Flows, and Reports to a Designer Folder

    Every Designer folder contains buttons that allow you to create entities in that folder, such as forms, flows, or reports. To add an entity to a Designer Folder, navigate to its folder, click the respective...

  • Running a Flow On a Schedule

    Some flows should capture or transform data on a regular basis. Your application may require that flows run on an hourly, daily, weekly or monthly schedule. The Job Schedule dialog steps you through the...

  • Using Annotation Components

    Annotation components are only used to identify and label parts of the flow. They are only visible in the workspace. Annotation should be used to add design notes, to list components and paths yet...