Introduction to the Decisions Studio
- Updated on 13 Jul 2020
- 3 minutes to read
What Is Decisions?
Decisions is a browser-based design Studio and Portal. As a Designer Studio, it offers a graphical interface that allows the user to create custom applications using Workflows, Forms, Logic Rules, Data Structures, and more. As a User Portal, it offers permission-based access (as set by the administrator) to Tasks, Assignments, Pages/Dashboards, Reports, and more for users within an organization. In just one of the nearly limitless use-cases, the Designer Studio could be used to create a Task Management application, while the User Portal could show users the Tasks assigned to them. The Studio and Portal use the same in-browser interface.
Tour The Studio
Welcome to the Decisions Studio! This environment is where all of the development happens for the application. Designer Elements like Flows, Forms, and Rules are created and configured to work with one another in order to perform an entire process. Once the application is created, the administrator can set permissions for which accounts can view parts of this process in the Portal. Switch back-and-forth between the Studio and Portal using the Portal | Studio buttons in the bottom-left corner.
The top right corner shows the current user account that is signed in to the environment. Select the person icon to show a user menu where features like Account Settings, About Decisions, and Logout options can be found. The bell icon is where notifications appear, often this is utilized with Tasks, Assignments, Code Compiles, Errors, and more.
The FOLDERS list on the left side shows all of the root folders in the environment. My Documents, All Assignments, Getting Started, Inbox, My Apps, and System are the available default folders. Select the plus icon next to FOLDERS to add a new Designer Folder.
In Decisions, a Designer Folder is used to access all of the Designers within the platform, as well as store and maintain the data related to the Designer Elements that are created. It is best practice to create a Designer Folder for each Designer Element whenever a project is created, this is explored further in the article.
A regular folder can hold documents and data for Decisions Objects, like data from a specific process or documents that are imported from Flow Steps. Regular folders cannot be used to access any of the Designers or create Designer Elements, but it can be used to create and hold Designer Folders.
It is important to note that Decisions offers several methods of adding components in Decisions. As mentioned above, the plus icon next to FOLDERS can create a new Designer Folder, but this can also be done from the right-click menu of another Designer Folder (also known as the Action Menu). Notice that the Action Menu has the same Create Flow/Form/Report/Rule buttons as the Action Bar at the bottom of a Designer Folder.
In the Add Designer Folder window, the Folder Name can be assigned and some additional settings are available. The Add At Root option will add this new Designer Folder to the FOLDERS list on the right. The Show Advanced Settings option will show some configurable options for modifying the appearance of the Designer Folder.
Below is a screenshot of a Decisions Studio environment. This environment has several root Designer Folders, as seen on the left. In the Decisions Project Folder, there are several nested folders within it which can be seen in the FOLDERS list. Within each of these nested Designer Folders are the corresponding Designer Elements.
Select the System folder from the FOLDERS list on the left. This folder contains a Dashboard splash page of some important metrics related to the Decisions environment. Within the System folder are several nested folders that contain a multitude of different configuration options for the environment, as well as performance tools, account management sections, scheduled job sections, and much more. For additional information about the System folder, please visit our System Root Folder article.
Above the FOLDERS list is a global search bar for the Decisions environment. As shown in the screenshot below, searching for 'Example' in a crowded Decisions environment returns all of the Designer Elements/Decisions Objects related to the keyword. This search is available within each folder as well. The user is able to conveniently access the Action Menu of a line item in the global/folder search results so that tasks can be performed immediately.