Pages


Starting with Pages

  • About the Process View Page

    Overview The Process View Page provides a snapshot of where a process resides. The name and the description of the process display, and its current state is in the upper right of the screen. The current...

  • About Pages

      Overview  A Page displays and organizes data so that it is easy to interpret. Often, a Page displays data collected by a Report or multiple Reports.  A Page may be referred to as a "Dashboard" especially...

  • 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...

  • Creating your First Page

    A dashboard is a page that displays and organizes data so that it is easy to analyze. Dashboards use reports, charts and other components to allow users to quickly and easily interpret information. Customize...

  • Add Page Report

    This tutorial demonstrates how to use Add Page Report action on Folder in Decisions Portal. Add Page Report action changes default Report on Folder View Page. Example: In this example we are...

  • Creating Composite Reports

    A composite report represents the data from one report in multiple formats. A report containing a pie chart, bar chart, and a data view, for example, provides different perspectives on the same data, allowing...

  • Using Form As Page

    This tutorial demonstrates how to use Decisions Form as a Page for the Folder in Portal. This feature was introduced in Decisions 4.0 and allows to design a Page using special Flow with a Form. Example: In...

  • Adding Page to a Specific Folder

    OVERVIEW A page most often is added to a specific folder in order to display the contents of the folder. When a page is added to a folder, it becomes a view-able by clicking its link at the top of the...

  • Add Embedded Web Page

    This tutorial demonstrates how to use a Web Page as an Embedded Folder Page in the Decisions Portal. This feature is introduced in Decisions 4.0. With this functionality we can create a Folder View in...


Layout & Design

  • Add Navigation Links to a Page

    Overview Navigation links allow you to further customize your portal pages, by providing users with quick access to folders, URLs, flows, reports, or the service catalog. Add a Navigation Step to link...

  • Setting a Page's Layout

    Decisions allows an administrator user to create a page with a stack panel layout in a grid. Users can create a horizontal stack or a vertical stack...

  • Adding a Folder Actions Bar and a Folder Actions Button to a Page

    An Actions Bar contains buttons that, when clicked, perform an action or open a menu. An Actions Bar can be configured with primary and secondary actions. When a user clicks a Folder Actions button, a...

  • Adding Folder Data Header to a Page

    A folder data header component appears at the top of a portal or folder page and contains the folder's name and a description. The appearance of the folder header data can be customized for each page. To...

  • Adding Charts to a Portal Page

    Overview Charts represent report results in a graphical form. To add a chart to a portal page, first ensure that a report has had a chart built for it in the Report Designer.  Then, in the Page Designer,...

  • Report Viewer in Tile Mode

    The report viewer can be configured to display report information in a multitude of ways.  This gives the user freedom to choose a view that is appropriate for the situation and information.  Tile Mode...

  • Using the 10x10 grid layout to create page

    Decisions allows an administrator user to create a page using a 10 x 10 grid layout. This example demonstrates adding several columns and rows. This example will also demonstrate...

  • How to Pick Layout (Overview of Layouts)

    There are several layout options when working with forms and pages. This topic provides a description of what each layout provides and shows an example. The layout options are the same for forms and pages....

  • Adding Folder Navigation Buttons to a Page

    When a user clicks a folder navigation button on a page, the folder associated with that button opens. Add folder navigation buttons in the Page Designer by dragging a Folders Bar component to...

  • Using CSS in a Page

    There are two ways to use CSS in Decisions. Existing CSS documents can be uploaded and the custom-defined classes can be mapped to each page element. The other method is to carefully craft your CSS document...

  • Adding Run Flow Links or Buttons to a Page

    Navigation links allow you to further customize your portal pages, by providing users with quick access to folders, URLs, flows, reports, or the service catalog. There are two ways to introduce a flow...

  • Multi Series Charts

    This tutorial demonstrates how to add Multiple Series to the Chart views on the Report. Note: in order to add multiple series to the chart view, several Report Subtotals should be defined. Not any type...

  • Changing the Style and Behavior of Content and Components

    Overview Set the appearance and behavior of some basic components in the portal using the Edit Portal Settings pop-up. Here, select to show or hide the title bar and actions menu, set whether panels can...


Dynamic Content

  • Creating Dynamic Page Content with Tiles

    Portal pages can display dynamic page content with the use of Tile components. Tiles can be placed on any portal page, but the content for each tile must generated by a flow. To display dynamic content,...

  • Business Model

    This tutorial demonstrates how to use Business Model in Decisions. Business Model is introduced in Decisions 5.0. With Business Model in Decisions users are able to design visual workflow diagrams and...

  • Dynamic Form Based On Report Selected Row

    This tutorial demonstrates how to update Form in Flow Run Part on the Page based on Report Selected row on the same Page. Example: In this example we are going to build a Page in Decisions that has a...

  • Change Report Using Tiles Flow Behavior

    This tutorial demonstrates how to change Report in the Report Viewer component on the Page based on the Tile click. In Decisions 4.0 Tile components can send Data on click and Report Viewer component can...

  • Run Flow From Tiles

    This tutorial demonstrates how to Run a Flow on Tile click on the Page. In Decisions 4.0 it is possible to launch a Flow when user clicks on Tile component on the Page. Example: Begin in the...

  • Display HTML on Page Using From URL Parameter

    Overview This tutorial demonstrates how to display HTML page on the Decisions Page using From URL Parameter option. Example: In this example, we are going to show available options on displaying HTML...

  • Embedding a Flow in a Page

    A form from a flow can be embedded into a portal page. Essentially, the flow is embedded, however what the user sees is the first form that is found in that flow (assuming one exists). Embedding a flow...

  • Diagram Tiles

    Overview: Diagram Tiles are a way to capture data and present it in an attractive manner using info-graphics.  Charts, Shapes, Steps, Labels and more are available to add to diagram tiles to display...

  • Report Filter Change using a Flow Run Part

    Overview Utilizing a Flow Run Part on a Dashboard can filter a Report on the same Dashboard. This example will allow users to type in an email address and the report will change and only show the user...


Managing Your Pages

  • Selecting a Data Drill View for the Report Viewer

    Report data in a Report Viewer can be summarized in a variety of formats.  This customization allows users to select the Data Drill View they wish to utilize when the Portal Page is viewed.  Example The...

  • Adding Folder Info Viewer To Page

    A folder viewer displays the contents of a folder on a page. You can set a default report that will display when the folder viewer opens. To add a folder viewer, in the Page Designer, from the Page Elements panel,...

  • Making Page Data Folder-Specific with Folder Pages

    Folder pages are page entities that provide an alternate view of a folder's contents. A folder page will always display the same components, such as a header, an actions bar and a folder data panel, regardless...

  • Report Viewer in Calendar Mode

    The Report Viewer can be configured to display report information in a multitude of ways.  This gives the user freedom to choose a mode that is appropriate for the situation and information.  The Calendar...