About Configuration Folders
  • 28 Jul 2022
  • 3 Minutes to read
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About Configuration Folders

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Article Summary


The Configuration Folder is a Designer Folder behavior that allows users to create additional configurations on Data Structures. The types of configurations could be Entity Actions, Visibility Rules, and Access Patterns. The Data Structures that can use Configuration Folders are:  

Do Not Store Data In Configuration Folders
Configuration Folders are meant to store designer elements that add additional abilities to the Data Structures they are tied to. They are not for storing process data. Do not use them for data storage.

Configuration Folder Action Bar

Configuration Folders can contain Actions. Users may configure actions to modify the data within the Data Structure and/or to better organize their data.

Certain Actions within the Configuration Folder Action Bar may/may not be present depending on its Data Structure. Below is a table stating every Action visible throughout each variation.

Action NameSupported Data StructuresBrief Description
Add Access Pattern
Database Structures and Entities
Generates a custom step to retrieve data based on a criteria.
All supported Data Structures
Creates custom right-clickable user actions.
Case Entities, Database Structures, and Entities 
Allows for Rules to ensure created data is valid.
Case Entities, Database Structures, and Entities
Flows created for notification on the deletion or creation of an Entity.
State Triggers
All supported Data Structures
Flows that run when an Entity enters a particular state.
Case Entities, Entities, and Flow Execution Extensions
A defined message description to generate from a Flow.
All supported Data Structures
Rules created to hide user Entity actions.
Create Reporting Data Flow
Database Structures and Entities
Used to create Flows that can be used as report data sources.
Create Page
Case EntitiesCreate a variety of Pages for the Case Entity
Legacy Create Report/Page
Flow Execution ExtensionsCreate a Page for the Flow Execution Extension
Create Diagram Tile [Flow Execution]Flow Execution ExtensionsCreate a Diagram Tile for the Flow Execution Extension

Add Access Pattern

Add Access Patterns are similar to querying a database; a user may define a custom Fetch for the Entity. The Access Pattern retrieves a list of field results that fulfill user-specified criteria with search conditions such as Equals, Contains, Greater Than, Less Than, etc.

For example, if a user passes the default Fetch by Id, then the corresponding Entity will be returned.

To set up the Add Access Pattern:

  1. Select ADD ACCESS PATTERN from the Action Bar in a supported Data Structure.
  2. A dialog will display requesting the user to configure which fields to filter on and the step name. 
    Access Pattern Configuration Restrictions
    • Access step names cannot contain spaces or special characters. Use pascal or camel casing when naming access pattern steps.
    • Access patterns can only be used with primitive types, such as Int32, String, DateTime, Decimals, and Boolean types. User composite types cannot have access patterns because they are serialized in the database.

  3. After saving the Access Pattern, a new step is under User Defined Types > Data Structure Name. For this example, an Entity Data Structure was used.
  4. The Flow step now exists under User Defined Types > ExampleEntities.
  5. Inputs need to be configured to use Access Pattern steps. 
QueryType performs the same function as Match Type. If both are configured, the system will use the Match Type selection and ignore the QueryType.

State Triggers

State Triggers are Flows auto-triggered when a specific state is in place. When something moves from one state to a specified state, a Flow can be triggered to run as soon as that application or assignment moves to a specific stage.

  • Create Auto Trigger Flow: Runs a Flow when a specific state is in place.
  • Use Shared Auto Trigger Flow: Runs a Flow that is used for multiple specified states.

State Editor

This page is available for Flow Execution Extension data structures and provides the user a centralized location to view and manage states for this data structure, similar to how the Case Editor page functions for Case Entities.

For further information on Data Structures, visit the Decisions Forum.

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