Overview This article highlights all the UI enhancements to the Flow Designer, which will be available to users starting in v 9.11 . Below is a breakdown of each enhancement related to Flow Designer over multiple versions. Important With the

Overview Custom data sources can also be created via interfaces/subclassing: Specifying resulting cols Specifying when they apply Generating data To write your own custom data source, create a class that inherits from and implements AbstractCustomDataSource, decorated with AutoRegisterReportElement. This

Overview When carrying out the process of Assigning   a Form , users are provided the option to establish Dates  that designate when the Assignment  reaches a new level of urgency; this allows Admins to dictate when further action needs to be

Overview A timeline is a helpful feature to show on a Form when a series of Forms need to be filled out by a user. Example A timeline keeps the user informed about what steps in a submission process have

Overview Module Details Core or Github Module Github Restart Required  No Steps Exposed Yes Step Location  Integration > Google Drive Prerequisites Install the Google Drive module Existing Google Account Existing Google Drive API application Knowledge about Establishing an OAuth Provider and

used to create a flow loop to perform the same actions on each item within a list from the "Next" outcome. The "Done" outcome is used when all of the items in a list have been processed. The step will

Overview Simple Flows are a linear sequence of steps built using a simplified version of the pre-existing   Flow Designer known as the Simple  Flow  Designer. The following workflows may benefit from a Simple Flow: Repetitive  business processes with variation

it is important first to configure the Archive Entities Setting to ensure that the case entities follow the archiving strategy used in the archive entities setting. Configuring Case Management Settings Navigate to System (Gear Icon) > Settings > Case Management Settings . A

Overview User accounts can be configured so that the next time a user logs on, they are required to change their password before being able to use the portal. This is especially useful when an admin creates a new user

Overview Unit tests run like regular tests in the Debugger but allow users to define default Flow input data. This prevents the user from having to enter data when running each time. If a Flow does not have input data

Overview Multi-Tenancy is a Server  Architecture  that allows a single machine to run multiple independent installations of a software as individual Instances  across   other machines or VMs. The following document discusses some of the basics and functionality of Multi

Overview REST Methods are specific HTTP calls (e.g. GET, POST, and PUT) that can be made to the URL defined in the REST Service. Prerequisite Preexisting REST Service. To learn how to create a REST Service, see REST Service

Overview The system settings can be accessed from the S ettings.xml file which is located on a local installation of Decisions at C:\Program Files\Decisions\Decisions Server . The values of this file can be accessed and updated from

Overview The Header Container Layout serves as a Form Control that empowers designers to incorporate additional Form controls or Form layouts inside it. It also provides the flexibility to collapse or expand, accompanied by its own title header.  Designer users

IIS Hosted Redirection The Decisions portal can be configured to force users to use SSL (HTTPS) connections by redirecting HTTP requests to HTTPS. The following describes how to configure your server to do HTTPS redirection. Self-Hosted Redirection For redirection

Overview Module Details Installation Location Core module Step Location  Integration > DocuSign Settings Location  System > Settings > DocuSign Settings Prerequisites Active DocuSign account Installation of the DocuSign module Dependency on the DocuSign module The DocuSign module allows Users to send documents to

Get Institution by Id Returns a JSON response containing details on a specified financial institution currently supported by Plaid. Get Institutions Returns a JSON response containing details on all financial institutions currently supported by Plaid. Because Plaid supports thousands

may pop up when any of the Target Flows uses an Async step while the Template Flow is not. As mentioned above , the Template and the Target must exhibit identical behavior. To resolve this issue, users must use Async steps

Feature Details Introduced in Version 8.10 Modified in Version 8.20 Modification Details Added two new service methods Overview Decisions allow adding, hosting, and deleting the Tenant Instance via Rest API without interacting with the portal. API Methods Log

In addition to typical Page creation, Pages can be navigated to and initiated from the following locations. Implementation Prerequisites Implementation Name Description None Page Report Creates a Page populated only with a Report Viewer. None Embedded Web Page Attaches a