---
title: "Actions Glossary"
slug: "actions-glossary"
description: "Explore the Actions Glossary in Decisions to review available actions for Designer Elements, including Folder, Flow, Form, Rule, and Report actions used to manage, run, edit, organize, and deploy project assets."
updated: 2026-07-01T17:10:56Z
published: 2026-07-01T17:10:56Z
canonical: "documentation.decisions.com/actions-glossary"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Actions Glossary

## 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** |
| 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. |
| Rename | Sets the name, description and icon 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](/version-10/docs/creating-reusable-templates-from-designed-elements) | 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** |
| 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. |
| Rename | Sets the name, description and icon 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** |
| 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. |
| Rename | Sets the name, description and icon 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](/version-10/docs/creating-reusable-templates-from-designed-elements) | 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. |
| Rename | Sets the name, description and icon 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](https://documentation.decisions.com/version-10/docs/project-dependencies?highlight=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. |
|  | Rename | Sets the name, description and icon 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](/version-10/docs/creating-reusable-templates-from-designed-elements) | 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. |
| Rename | Sets the name, description and icon 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 Page. |
| Get Page ID | Retrieves and displays the object's unique ID. |
| [Make Template](/version-10/docs/creating-reusable-templates-from-designed-elements) | 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](https://documentation.decisions.com/version-10/docs/exposing-flows-as-actions-in-the-end-user-portal). | [8.16](https://documentation.decisions.com/v99/docs/version-8x) | November 2023 | [DT-039164] |
| Many changes to the organization and availability of actions. | [9.6](https://documentation.decisions.com/v99/docs/version-96x-release-notes) | January 2025 | [DT-042253] |
| Added ability to edit Element Icon within the Rename action | [9.15](https://documentation.decisions.com/v99/docs/version-915x-release-notes) | September 2025 | [DT-044437] |