Integrations


Modules

  • Installing Modules In Decisions

    This document demonstrates how to install and manage Modules in Decisions. In the Studio navigate to System > Administration > Features folder. Installed Features folder view presents a report of...

  • Adding Comments to the Approval Process

    This topic demonstrates saving approval data to a folder. Specifically, a comment is written to a process folder.

  • SharePoint Module Basics - Setup

    Overview The SharePoint module includes Flow Steps for dealing with Lists and Documents in SharePoint using the Flow Designer.  This module is NOT needed to embed Decisions Forms, Flows,...

  • QR Codes Module

    This tutorial demonstrates how to use QR Codes Module in Decisions. QR Codes Module in Decisions was designed to expand Decisions functionality with QR Codes interaction. With this Module installed we...

  • HubSpot Module Basics - Steps

    Overview The HubSpot module in Decisions allows you to access and update your HubSpot data using steps in a flow that hide the complexities of working with the HubSpot API directly.  Before using these...

  • HubSpot Module Basics - Setup

    Overview The HubSpot Module in Decisions allows you to access and update your HubSpot data using steps in a flow that hide the complexities of working with the HubSpot API directly. Before you can do...

  • Working with PowerShell Script Step Output

    Overview When you include a PowerShell Script Step to a Flow in Decisions, the way that the script operates has a large impact on how to handle its output, and what path the flow takes after that Step. Note:...

  • PowerShell Module Basics

    Prerequisites Before using the PowerShell module you must have PowerShell 3.0 installed on your Decisions server. Please see this document from Microsoft on how to install this PowerShell prerequisit:...

  • Salesforce Module Basics

    Using the Salesforce Module Salesforce has more than one API for developers to use for interacting with their data in Salesforce.  The primary two API systems are: SOAP API REST API The Decisions...

  • Recording a Load Test Scenario

    The Load Test Utility dynamically generates data and makes requests against the system for load testing purposes. Requests and data are defined and configured in recorded scenarios. To record a load test...

  • Introduction to Approval Chain

    Approval Chains are used to approve requests. System administrators choose which requests require approval, and by whom.  This video will guide you through the customization of an Approval Chain. Example To...

  • Reusing approval chains

    Overview Approval Chains let you configure levels of approval that can be quickly implemented in a flow. Instead of configuring a new Approval Chain each time one is needed in a flow, you can set one...

  • Using Main Approval Flow

    Decisions includes a pre-built approval flow. This flow allows you to quickly create a flow that requires approval. In the example below, we will demonstrate how to use this pre-built approval flow to...

  • Advanced Approval Chain

    This topic covers the advanced options available for configuring an approval chain. Advanced settings are for 4.0 and older versions.     Approval chains are configured under System > Designers >...

  • Setting Up Approval Chains Using a Form

    An administrator user can use an approval form to set up an approval chain. Example This example demonstrates how to create an approval chain using an approval form within a flow.    Navigate to...

  • Reporting on statistics

    Although some default reporting on statistics is provided on the App Statistics dashboard, users will likely want to create custom reports to report on specific applications or types of actions. This article...

  • Recording statistics from flow

    In addition to the set of base statistics that Decisions can automatically record (see Turning on portal statistics), individual flows can record statistics too. This can be used to recording specific...

  • Turning on portal statistics

    To turn on portal statistics, navigate to System > Settings and select the Client Statistic Settings. You will now see a check box for each of the areas of statistics that can be enabled in the...

  • Installing Docusign Module

    In the Decisions Portal navigate to the System > Administration > Features Folder, locate the newly added module Decisions.Docusign and select Install Module action. Note: to install...

  • Installing Custom Module

    Begin by compressing the folder that contains the module files. Then place that zip file in C:\Program Files\Decisions\Decisions Services Manager\CustomModules  Note: to install Module in Decisions...

  • USPS module

    The USPS Web Tool Kit Application Program Interfaces (APIs) allow developers of web-based and shrink-wrapped applications access to the online services of the United States Postal Service (USPS). They...

  • MSCRM Module

    In Decisions Portal navigate to the System > Administration > Features Folder, locate Decisions.MSCRM  module and select Install Module action. Note: to install Module in Decisions please...

  • OpenID Integration

    Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with experience available to streamline...

  • MSMQ Module

     Overview MSMQ is Microsoft Windows' built in message queuing system.  It allows for reliable delivery of messages to a software system.  Message services like this are used for application to application...

  • SharePoint Module Basics - Lists

    Overview The SharePoint module in Decisions allows you to access and update SharePoint list data using steps in a flow.  Before using these steps, you must install the SharePoint module. Instructions...

  • SharePoint Module Basics - Documents

    Overview The SharePoint module in Decisions allows you to access and update Documents stored in a SharePoint library using steps in a flow.  Before using these steps, you must install the SharePoint...

  • Installing and Configuring the Okta Module

    Installing the Okta Module Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with...

  • Okta Integration Troubleshooting

    Okta setup: -Create your Okta app: -Applications -> Create New App. Choose Web and SAML 2.0, then click Create. -Choose an app name, then click Next. -Set 'Single sign on URL' to http://<BASE...

  • About Modules

    Overview  Modules in the Decisions software, are not installed by default. These instead are extra features that can be installed on demand.  Decisions is composed of one or more independently developed...

  • About RabbitMQ Message Services

    OVERVIEW Rabbit Message Queue RabbitMQ is a .Net messaging system for application to application communication. The RabbitMQ module adds RabbitMQ capability into the Decisions messaging service and lets...

  • Azure Services

    OVERVIEW Azure Services is a messaging system that can be installed as a module allowing Decisions to integrate application to application communication. Azure Services Queue settings are available and...

  • Apache Kafka

    OVERVIEW Apache Kafka is a messaging system that can be installed as a module allowing Decisions to integrate application to application communication. Kafka Message Queue settings are available and can...

  • Background Processing with Decisions Enterprise

    Work Queues Background processing is handled in Decisions by putting work into queues and having Decisions servers work on tasks in those queues.  If you have the Decisions Enterprise module...

  • Decisions Exchange Web Services Module

    Overview The Exchange Web Services module in Decisions allows you to access Email, Contacts, and Appointments in Microsoft Exchange servers.  It can communicate with Exchange server versions from 2007...

  • Using the Approvals Module

    This tutorial demonstrates how to use Truth Table and simple Approval Chain to create ad hoc approval applications. Example: In this example use a Truth Table that outputs an Approval Chain based on...