Overview
Within a Project, there are a variety of actions on stored Designer Elements such as Flows, Forms, Reports, and other items. If looking for a specific Action, the browser/OS's search shortcut is recommended due to this article's length. This will be CTRL +F or COMMAND + F for Windows and Mac computers.
Folder Actions
Overrides the Folder's name to a designated alias for use in URLs. Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder
| Action Name | Description |
|---|
| MAIN |
| Create Folder | Creates a child Folder within the selected Folder. |
| MANAGE |
| Open Containing Folder | Opens the folder that contains the selected Folder. |
| Open in New Tab | Opens the folder in a new browser tab. |
| Permissions |
| Disable Permissions Inheritance | Enables or removes permissions inheritance.
|
| Manage Permissions | Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder. |
| More |
| Delete | Deletes either the Folder or the Folder and its entire contents. |
| Personalize | Opens the Personalize menu. This allows users to set cosmetic details of Folder. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move | Moves the Folder to a specified location. |
| Move to Project | Moves the Folder to a specified Project. |
| Add as Favorite | Adds the Folder to the side bar Favorite's section. |
| OTHER |
| Get Folder ID | Retrieves and displays the object's unique ID. |
| View Integration Details | Opens the Integration Details Page for the Folder. |
| Add |
| To-Do | Add a To-Do for the Folder. |
| Flow As Action | Allows the creation of user actions.
|
| Assignment Roles | Opens the Role menu to add assignment roles. These can come from the Project or System level. |
| Case Folder | Adds an entry of a predetermined Case. By default, there are Application and Person options. |
| Entity [User Defined] | Adds an entity to the folder. |
| PAGES |
Add Alias
| Overrides the Folder's name to a designated alias for use in URLs. |
Add Page
| Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder. |
| Set Default Page | Makes the Page attached to this Folder the default one when opening the Decisions platform. |
| DEPLOYMENT |
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions.
|
| Export | Export the entire Folder.
|
Designer Folder Actions
| Action Name | Description |
|---|
| MAIN |
| Create [Designer Element Type Name] | Creates the selected Designer Element. This is limited to the allowable types of the Designer Folder. |
| MANAGE |
| Designer Element Creation | Shows a list of all elements that can be created in the Designer Folder. |
| Open Containing Folder | Opens the folder that contains the selected Folder. |
| Open in New Tab | Opens the selected item in a new tab. |
| Permissions |
| Disable Permissions Inheritance | Enables or removes permissions inheritance. |
| Manage Permissions | Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder. |
| More |
| Delete | Deletes either the Folder or the Folder and its entire contents. |
| Move | Moves the Folder to a specified location. |
| Move Folder To Project | Move the Designer Folder and its contents to a different Project. |
| Personalize | Opens the Personalize menu. This allows users to set cosmetic details of Folder.
|
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Manage Default Design Patterns | Opens the menu to review, create, and edit Design Patterns. |
| Copy Designer Folder | Makes a copy of the Folder. |
| Add as Favorite | Adds the Folder to the side bar Favorite's section.
|
| OTHER |
| Get Designer Folder ID | Retrieves and displays the object's unique ID. |
| Query Editor | Opens the Query Editor. |
| View Integration Details | Opens the Integration Details Page for the Folder. |
| Add |
| To-Do | Add and assign a To-Do to the Designer Folder.
|
| Flow As Action | Allows the creation of user actions. |
| Assignment Roles | Opens the Role menu to add assignment roles. These can come from the Project or System level.
|
| Create Text | Opens the Text Merge editor. |
| Case Folder | Adds an entry of a predetermined Case. By default, there are Application and Person options.
|
| Entity [User Defined] | Adds an entity to the folder.
|
| PAGES |
| Add Alias | Overrides the Folder's name to a designated alias for use in URLs. |
| Add Page | Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder |
| Set Default Page | Makes the Page attached to this Folder the default one when opening the Decisions platform.
|
| DEPLOYMENT |
| Import/Export |
| Import | Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions. |
| Export | Exports the object. |
| Upload BPMN XML | Uploads a Business Process Modeling Notation (BPMN) graph via XML. |
| Upload DMN XML | Uploads a Decision Model and Notation (DMN) graph via XML. |
Flow Actions
| Action Name | Description |
|---|
| MAIN |
| Edit | Opens the Flow in the Flow Designer. |
| Run | Runs the Flow. |
| MANAGE |
| Set Name and Description | Sets the name and description of the Designer Element. |
| Copy | Copies the object and names the new copy.
|
| Move | Moves the object to a different Designer Folder. |
| Debug Flow | Opens the Flow in the Debugger. |
| Edit in New Tab | Opens the Flow Designer in a new browser tab. |
| Browse Dependencies | Displays previously declared dependencies for the object.
|
| More |
|
| Delete Flow | Deletes the Flow. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move to Project | Moves the object to a different parent Designer Project.
|
| Set Name and Description | Sets the name and description of the Designer Element. |
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the item only, not including the Project it is attached to. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Flow.
|
| Get Flow ID | Retrieves and displays the object's unique ID |
| Advanced |
| Clear Flow Steps Cache | Clears memory within Cache Steps within the Flow. |
| Clear All Flow Step Caches | Clears the memory for all Step Caches in all Flows within the Project. |
| Set Flow Behavior | Displays a list of Flow Behaviors to assign to the Flow |
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results |
| Compare Flow Versions | Opens the Compare Versions window to display different saved versions of the Flow visually |
| View History | Compares the selected Flow to other versions in its History. It will also automatically produce Result data. |
| Publish To Workflow Catalog | Adds the Flow to the Workflow Catalog. |
| View Integration Details | Opens the Integration Details Page for the Flow. |
| Templates |
| Make Design Pattern |
|
| Make Template | Create Templates for future iterations of the same element type. |
Form Actions
| Action Name | Description |
|---|
| MAIN |
| Edit | Opens the Form in the Form Designer. |
| Preview Form | Displays Form as it would appear for the end-user. |
| MANAGE |
| Set Name and Description | Sets the name and description of the Designer Element. |
| Copy | Copies the object and names the new copy. |
| Move | Moves the object to a different Designer Folder. |
| Edit in New Tab | Opens the Form Designer in a new browser tab. |
| Browse Dependencies | Displays previously declared dependencies for the object |
| More |
| Delete Form | Deletes the Form. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move to Project | Move the Form to another Project. |
| Set Name and Description | Sets the name and description of the Designer Element. |
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the item only, not including the Project it is attached to. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Form. |
| Get Form ID | Retrieves and displays the Form's unique ID. |
| Advanced |
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results. |
| View History | Compares the selected Form to other versions in its History. It will also automatically produce Result data. |
Rule Actions
| Action Name | Description |
|---|
| MAIN |
| Edit | Opens the Rule in the Rule Designer. |
| MANAGE |
| Set Name and Description | Sets the name and description of the Designer Element. |
| Debug Rule | Opens the Rule in the Debugger. |
| Copy | Copies the object and names the new copy. |
| Move | Moves the object to a different Designer Folder. |
| Edit in New Tab | Opens the Rule Designer in a new browser tab. |
| Browse Dependencies | Displays previously declared dependencies for the object. |
| More |
| Delete | Deletes the Rule. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move to Project | Move the Rule to another Project. |
| Set Name and Description | Sets the name and description of the Designer Element.
|
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the item only, not including the Project it is attached to. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Rule.
|
| Get Rule ID | Retrieves and displays the Rule's unique ID. |
| Advanced |
| View Inputs/Outputs | Displays inputs and outputs of the object similar to debugging results. |
| View History | Compares the selected Rule to other versions in its History. It will also automatically produce Result data. |
| Set Rule Behavior | Displays a list of Rule Behaviors to assign to the Rule. |
| View Integration Details | Opens the Integration Details Page for the Rule. |
| Templates |
| Make Design Pattern | Make a Design Pattern for the Rule. |
| Make Template | Create Templates for future iterations of the same element type. |
Formula Actions
| Action Name | Description |
| MAIN |
| Edit | Open the Formula Designer |
| MANAGE |
| Set Name and Description | Sets the name and description of the Designer Element.
|
| Copy | Makes a copy of the Formula. |
| Move | Move the Formula to a different Designer Folder within the same Project. |
| Browse Dependencies | Displays previously declared dependencies for the object.
|
| More |
| Delete Formula | Delete the Formula. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects.
|
| Move to Project | Move the Formula to another Project. |
| Set Name and Description | Sets the name and description of the Designer Element.
|
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
|
| RUN |
| Debug |
| Add Unit Test | Users can create and attach a Unit Test to the Formula. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the selected Formula. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Formula.
|
| Get Formula ID | Get the Formula's unique ID. |
| Advanced |
| View Inputs/Outputs | See the Formula's inputs and outputs.
|
| View History | Compares the Formula to other versions in its History.
|
| View Integration Details | Opens the Integration Details Page of the Formula.
|
Report Actions
| Action Name | Description |
|---|
| MAIN |
| Edit | Opens the Report in the Report Designer. |
| Run | Runs the Report. |
| MANAGE |
| Copy | Copies the object and names the new copy. |
| Move | Moves the object to a different Designer Folder. |
| Edit in New Tab | Opens the Report Designer in a new browser tab. |
Browse Dependencies
| Displays previously declared dependencies for the object |
| More |
| Delete Report | Deletes the Report.
|
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move To Project | Move the selected Report to another Project. |
| Set Name and Description
| Sets the name and description of the Designer Element.
|
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the selected Report. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Report.
|
| Get Report ID | Retrieves and displays the object's unique ID.
|
Make Template
| Create Templates for future iterations of the same element type.
|
| Advanced |
| View Inputs/Outputs | See the Report's inputs and outputs.
|
| View History | Compares the Report to other versions in its History.
|
| View Integration Details | Opens the Integration Details Page of the Report.
|
Page/Dashboard Actions
| Action Name | Description |
|---|
| MAIN |
| Edit | Opens the Page in the Page Designer. |
| MANAGE |
| Set Name and Description | Sets the name and description of the Page. |
| Copy | Copies the object and names the new copy. |
| Move | Moves the object to a different Designer Folder. |
| Edit in New Tab | Opens the Page Designer in a new browser tab. |
| Browse Dependencies | Displays previously declared dependencies for the object |
| More |
| Delete Page | Deletes the Page. |
| Manage Tags | Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object. It is best used when compartmentally organizing large Projects. |
| Move to Project | Move the Page to another Project. |
| Set Name and Description | Sets the name and description of the Page. |
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. |
| DEPLOYMENT |
| Import/Export |
| Export | Export the item only, not including the Project it is attached to. |
| OTHER |
| Add To-Do | Add and assign a To-Do to the Page.
|
| Get Page ID | Retrieves and displays the object's unique ID. |
| Make Template | Create Templates for future iterations of the same element type. |
| Advanced |
| View Inputs/Outputs | See the Page's inputs and outputs. |
| View History | Compares the Page to other versions in its History. |
Feature Changes
| Description | Version | Release Date | Developer Task |
|---|
| After v8.16, users can only select a special Flow behavior: "User Action Flow [Folder Aware]" to pick on Add Flow as Action. | 8.16 | November 2023 | [DT-039164] |
| Many changes to the organization and availability of actions. | 9.6 | January 2025 | [DT-042253] |