Modules


Sharepoint

  • 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,...

  • 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...


Approval Chain

  • 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...

  • 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...

  • 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...

  • Adding Comments to the Approval Process

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

  • 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...


HubSpot

  • 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...


Enterprise Module

  • Worker Queues, Workers and Threads

    Decisions supports “Work Queues” which represents physical threads that can be used for multi-threaded processing. Background Work:                Scheduled Jobs.               ...

  • 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...


Telephony

  • Recording and Transcription

    Call Recording and Transcription Using the Decisions Telephony module, you can record and transcribe phone conversations. This article explains how. Example If you haven’t already done so,...

  • Creating a Telephony Handler

    Creating a Telephony Handler All inbound telephony communication relies on having a Telephony Handler configured in the portal. This Handler defines what phone numbers will be used to receive...

  • Creating an Outbound SIP Flow

    Creating an Outbound SIP Flow Outbound calls made through SIP credentials rely on having an additional outbound flow added to the handler. In Decisions, Sip credentials can be used to call through...

  • 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...

  • Respond to Inbound Telephony Conversation

    Respond to Inbound Telephony Conversation Using a Telephony service like Twilio or Plivo, Decisions can respond to inbound calls using the IVR (Interactive Voice Response) requests. This document explains...

  • Setting Up Carriers for SMS Notifications

    The system can send notifications in the form of an email, a popup message within the portal, or a SMS text. To allow a user to receive notifications using SMS, the user's carrier must be added to the...


HL7 Flow

  • HL7 Modules: Receiving and Processing Messages

    Receiving Messages Once you have enabled a Receiver to start receiving messages the new messages will display under Recent Messages on the left side of the Interface dashboard.  Messages that have...

  • HL7 Modules: Setting up Receivers & Emitters

    In Decisions, an HL7 Interface is a set of processing instructions, or flows, that determine what is done with a message when it is received and how it is transformed before it is sent to another system....

  • HL7 Module: Overview

    What is HL7? HL7 is a specification for allowing medical software and hardware systems to communicate with one another.  For more information on the HL7 standard, it's origin, and details please see...