Designer Folder Actions Glossary
  • 14 Jul 2022
  • 8 Minutes to read
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Designer Folder Actions Glossary

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Overview 

Within a Designer Project, there are a variety of actions on stored Designer Elements such as Flows, Forms, Reports, and other child Projects. 

If looking for a specific Action, it is recommended to use your browser/OS's search shortcut due to this article's length. This will be CTRL +F or COMMAND + F for Windows and Mac computers respectively.



Shared Element Actions

Moving Objects to Configuration Folders
Users may move objects between Folders and Designer Projects, however, objects cannot be moved in or out of Configuration Folders.

These Actions are shared between the majority of Designer Elements and Entities. 

Action NameDescription
Add > Setup > Manage Tags
Opens a dropdown 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
Dependencies > Manage Declared Dependencies
Displays previously declared dependencies for the object

Update Dependencies
Updates dependencies for the object

Update Dependencies [All Objects]Updates dependencies for all objects within the Designer Project

DeclareManually declares a dependency on the object
Designer Repository > Add to Project Manually adds an object to the new Project or to a pre-existing Project

Checkout ProjectChecks out Project from the Repository server to be brought into another environment

Open Repository ServerOpens the login window to the Repository server
Edit > Copy [Designer Element]Copies the object and names the new copy

Edit [Designer Element]
Opens the object in its appropriate Element Designer

Set Name and Description
Sets the name and description of the Designer Element
Edit > Advanced > Make TemplateCreates a template out of the selected object
History/Documentation Actions > Add CommentAdds a comment to the object's History

Open/ViewOpens the object's History Folder to view comments, documents, links, versions, and other documentation notes

Add DocumentAdds a document to the object's History

Add External LinkAdds an external link to the object's History
Import/Export > ExportExports the object assuming it has been attached to a Project. If not, it will also prompt to add the object to a Project
Manage > Get [Designer Element] IDRetrieves and displays the object's unique ID

Move To
Moves the object to a different parent Designer Project

Replace Data in Configuration (Advanced)
Views auditing history of an object; redirects to System > Administration > Auditing

See Audit History
If auditing is enabled, opens the history of audit transactions involving the object

See Entity Details
Displays an objects Validation, Dependencies, Actions, Properties, and Tags

Set Execution Order
Determines the order of completion when multiple objects define their order

Set Owner
Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.

View Inputs / Outputs
Displays inputs and outputs of the object similar to debugging results



Flow Specific Actions

Action NameDescription
Edit Flow
Opens the Flow in the Flow Designer
Run FlowRuns the Flow
Compare Versions
Opens the Compare Versions window to visually display different saved versions of the Flow
Delete Flow
Deletes the Flow
Compare > Compare to FlowCompares the selected Flow to another Flow either created or picked and automatically produces Result data

Compare to History
Compares the selected Flow to other versions in its History. It will also automatically produce Result data
Edit > Edit FlowOpens the Flow in the Flow Designer

Publish to Workflow CatalogAdds the Flow to the Workflow Catalog
Edit > Advanced > Create URL Alias
Creates a URL Alias for the Flow which can help shorten long names

Make Design PatternMake a Design Pattern for the Flow

Set Flow BehaviorDisplays a list of Flow Behaviors to assign to the Flow
Manage > Clear Flow Step Caches
Clears memory within Cache Steps within the Flow

Clear Flow Step Caches [All Flows]Clears memory within Cache Steps for all Flows within the Designer Project

Define Valid StatesOpens Rich Text Box to set valid states separated by each line

Set Forms Title Style
Configures default style of Forms' Titles within the Flow



Form Specific Actions

Action NameDescription
Edit Form
Opens the Form in the Form Designer
Delete Form
Deletes the Form
Preview Runtime Flow
Displays Form as it would appear for the end-user
Run Form
Runs the Form
Edit > Advanced > Make Design PatternMake a Design Pattern for the Form



Rule Specific Actions

Action NameDescription
Edit Rule
Opens the Rule in the Rule Designer
Delete RuleDeletes the Rule
Edit > Advanced > Set Rule BehaviorDisplays a list of Rule Behaviors to assign to the Rule
Compare > Compare to Rule
Compares the selected Flow to another Flow either created or picked; automatically produces Result data

Compare to HistoryCompares the selected Flow to other versions in its History; automatically produces Result data
Run [Advanced] > Debugging > Add Unit TestCreates a new unit test for the Rule

Debug Rule
Opens the Rule in the Debugger
Run [Advanced] > Integration > View Integration DetailsOpens the Integration Details Page for the Rule



Report Specific Actions

Action NameDescription
Edit Report
Opens the Report in the Report Designer
Run ReportRuns the Report
Delete ReportDeletes the Report
Compare > Compare to Report
Compares the Report to another Report either created or picked; automatically produces Result data

Compare to HistoryCompares the Report to other versions in its History; automatically produces Result data
Edit > Advanced > Regenerate Reports Run Service and Steps
Regenerates a type within a Report; alternatively done by resaving the Report
Run [Advanced] > Integration > View Integration Details
Opens the Integration Details Page of the Report



Page/Dashboard Specific Actions

Action NameDescription
Edit PageOpens the Page in the Page Designer
Delete PageDeletes the Page
View > Preview PagePreviews Page at runtime

Show Page in New WindowOpens Page in a new window



Folder/Designer Project Specific Actions

Designer Project actions are marked with an asterisk (*).

Folder specific Actions are marked with an obelus (†).

Action NameDescription
Create FolderCreates a child Folder within the selected Folder
Add > CaseAdds an entry of a predetermined Case. By default, there are Application and Person options
Add > Setup > Assignment RolesManages assignment roles for the Folder

NotificationCreates a notification that can distinguish between the type of notification, who to notify, and how to notify them. A Do Not Notify List is available to specify which account will not receive notifications.

Notification To MeCreates a notification to the initiating user
Add > Entity [User-Defined]Adds an entry of a user-defined Entity

CommentCreates a Comment within the Folder

DocumentCreates a Document within the Folder

Schedule DataCreates a Data Schedule within the Folder

To DoCreates a To Do Task that may be assigned to an account, group, folder, or role

To Do (Assigned to Me)Creates a To Do Tasks automatically assigned to the initiating user
Add > Data FormsDisplays configured Data Forms; by default there are System Defaults
*Global Debugger > Edit SettingsEdits Global Debugger settings such as session cache expiration, grouping style, and ignored root entities

Show Global DebuggerDisplays the Global Debugger
Import / Export > ImportImports a Project and/or objects via .dec, .obj, and/or .zip file extensions

*Check Export ConsistencyChecks previously exported .dec, .obj, and/or .zip files for missing dependencies before importing into the environment (i.e. it checks the files for import issues without saving them)

*Application and Template StoreNavigates to Application and Template Store for free installs of Decisions provided Projects; installed Projects reside in the Designer Project

*Create [Folder Name] Folder DocumentationCreates documentation of the Designer Project via an HTML Report. Lists the total number of Designer Elements such as Flows, Forms, etc and lists them by name.

*Upload BPMN XMLUploads a Business Process Modeling Notation (BPMN) graph via XML

*Upload DMN XMLUploads a Decision Model and Notation (DMN) graph via XML
† Manage > [User Portal Visibility] HideHides the Folder from the Portal

[User Portal Visibility] Show
Displays the Folder in the Portal

† [User Portal Visibility] Reset
Clears any previously configured Portal Visibility Actions

*Copy Designer Project
Copies the Designer Project

*Manage Default Design Patterns
Configures design patterns in the Designer Project by adding and removing them

Delete FolderDeletes either the Folder or the Folder and its entire contents

Make This My Home PageDesignates the Folder as the initiating user's home page. The folder will immediately open once the initiating user logs in

Manage Permissions
Decides which accounts and/or groups can view, access, edit, add, delete, etc inside the Folder

Move Folder to RootMoves the Folder to the root directly, it will no longer be nested inside any other Folder(s)

Permissions: Disable/Enable Permissions InheritanceEnables or removes permissions inheritance

Pin to Top MenuPins the Folder to the top of the Folder navigation tree

Set Folder BehaviorDisplays a radio list of Folder Behaviors to assign to the Flow

Set Look and FeelSets the appearance of Folders such as color, thumbnail, and icon

Page/Dashboard > Add Alias To FolderOverrides name of Folder to a designated alias for use in URLs


Add Embedded Web PageAdds a specified embedded web page to the folder that can configure the URL it navigates to and if it passes SessionID, UserID, Email, etc


Add Flow (Form) PageAdds a Page and PageData based on a Flow. Its name appears as a tab to the top right of the folder, and it instantly runs the Flow once selected. Any Forms within the Flow will display.


Add Flow as ActionCreates a new action for the folder based on a specified Flow's logic


Add Navigation as ActionCreates a new action for the folder that navigates to a specified folder


Add Page ReportCreates a Report to display Page data


Add Page/DashboardCreates a Page and Page Data in the folder making it accessible as a tab at the top right of the folder
Open > [New Tab] Open Folder : [Folder Name]Opens the folder in a new tab in the browser

Open Folder : [Folder Name] 
Opens the Designer Project

*[New Tab] Open Columns
Opens the Designer Project in Columns View in a new tab in the browser

*[New Tab] Open Folder ViewOpens the Designer Project in Folder View in a new tab in the browser 

*[New Tab] Open ListOpens the Designer Project in List View in a new tab in the browser 

*[New Tab] Open Unit Test ResultsOpens unit test results created in the Designer Project in a Report Viewer in a new tab in the browser 

*Open ColumnsOpens the Designer Project in Columns View

*Open Folder ViewOpens the Designer Project in Folder View

*Open ListOpens the Designer Project in List View

*Open Unit Test ResultsOpens unit test results created in the Designer Project in a Report Viewer
Test > Entity [User-Defined] > Create Test DataCreates test data for use in the debugger in the Folder
*Other > Create Text
Creates an SDK Behavior, by default Text Merge, or a Template

*Query Editor
Opens the Query Editor

*Recompile Data StructuresRecompiles any Data Structures within the Designer Project and keeps them up-to-date
*Unit Test > Run for Current FolderRuns unit tests within the current Designer Project

*Run for Current Folder & Sub FoldersRuns unit tests within the current Designer Project and its child Projects

For further information on the Portal, visit the Decisions Forum.

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