Introduction to Portal and Folder Organization
  • Updated on 13 Mar 2019
  • 2 minutes to read
  • Print
  • Dark
    Light

Introduction to Portal and Folder Organization

  • Print
  • Dark
    Light

Portal Introduction

Everything in Decisions is organized in the Design Studio and the User Portal . The Designer Studio and the User Portal may look very similar however they are used for very different functions. The Designer Studio is where all of the building and design of a project takes place. The User Portal is where the finished project can be viewed and utilized by the End User.
The Decisions interface displays the main dashboard called the Designer Studio, where everything in Decisions can be located and created. Located on the top right corner of the Designer Studio is the User Login icon . All account settings can be edited by selecting the User login icon and then selecting an action from the list of options.
In the Designer Studio, all folders are stored on the left side, this is referred to as the Folder Tree. The Folder Tree holds every folder, and all Decisions built components are organized here . When a Folder is selected, the contents and any other details are displayed on a page in the Studio View . When a Folder or element is selected in the studio a list of actions can be seen on the right side. This view shows actions that can be taken on the selected folder or element as well as all element details. Located at the bottom of the page, in the Designer Studio is an action bar that displays all of the elements that can be created within the Decisions Studio.

Folder Organization

  • Designer Folders

Folders are stored on the left side in the Folder Tree. The Folder Tree is where all Designer Folders and Folders are stored and organized. Designer Folders are used to hold components built for the various processes in Decisions. When a Designer Folder is selected, the actions at the bottom of the folder area are visible, these options create new components in the Designer Studio. The Designer Folder is also able to hold Folders. In the Folder Tree collapse and expand the folders to view the contents.
A Designer Folder will only hold other Folders or other Designer Folders. All elements that are created in Decisions can be created and stored in a Designer Folder. The elements are created by selecting from the action menu displayed at the bottom of the Designer View. As elements are created and stored in a Designer Folder the contents are organized by category and the title can be seen above the created element. For example, after a flow is created the flow will be saved in the Designer Folder under the category called “Flow”.

  • Folders

The contents of a Folder will be different from that of a Designer Folder. A Folder holds other Folders, Designer Folders, they are used for displaying dashboards, and they hold data that is stored in Decisions.

Permissions On Folders

All permissions are set on Folders or Designer Folders. These permissions are settings that give rights to specific users for a flow or a Folder. The permissions grant a users level of access on the specific folder. This is used for design purposes and securing the security of the Designer Folder.

Was this article helpful?