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...