Decisions Glossary

Last Updated: 12/07/2018 Introduced in Version:
 
Term Definition

Account

A registered user in the portal

https://documentation.decisions.com/adding-a-user-account/

 

Action Visibility Rule

A property on all Entity Actions that sets the conditions for whether the Action is visible

https://documentation.decisions.com/restrict-entity-actions-rules/

 

Agent

A client-side application that allows intuitive integration with other servers or machines

https://documentation.decisions.com/set-agent/

 

Annotation

Flow design elements used to create comments, boxes, arrows, Swimlanes, etc. to clarify how a Flow works

 

App Store

A public repository of published demo applications created in Decisions

 

Approval Chain

A customizable series of approvers that administrators can set and then select for requests that require approval from multiple people

https://documentation.decisions.com/introduction-to-approval-chain/

 

Assignment

A property of a Task that assigns the task to a User or Group

http://documentation.decisions.com/creating-a-simple-to-do-assignment/

 

Async Flow

A Sub-Flow that doesn’t pause the primary Flow while it executes

http://documentation.decisions.com/asynchronous-invoking-sub-flowschild-processes/

 

Branching

Splitting a Flow into concurrent threads using the Branch Step (see also “Merging”)

https://documentation.decisions.com/about-branching-and-merging-flows/

 

Breakpoint (obsolete)

A pause setting on any Step in a Flow, used in the Debugger

 

Configuration Folder

A Folder created by default for a User Defined Type that allows configuration such as adding Entity Actions (see also “Folder” and “User Defined Type”)

https://documentation.decisions.com/creating-entity-extension/

 

Constant

A Mapping Type that requires a designer to set a definite value for the data in question (see also “Mapping Type”)

 

Converter Flow

A Flow that runs specifically to convert data from one type to another. For example, a Converter Flow might parse number data from a string.

https://documentation.decisions.com/using-converter-flows/

 

Dashboard

A type of Page designed to display data from multiple perspectives (charts, tiles, graphs, etc.) that lets users take action directly from the display (see also “Page”)

https://documentation.decisions.com/creating-your-first-dashboard/

 

Data Flow

A Flow connected to a Form that runs in the background to process data related to the Form. Data Flows are most commonly used to create dynamic data that refreshes on a Form without the user having to leave the Form or click a button.

https://documentation.decisions.com/using-flow-data-form/

 

Debugger

The built-in Decisions testing tool that helps identify errors during design

http://documentation.decisions.com/using-the-flow-debugger/

http://documentation.decisions.com/using-the-rule-debugger/

 

Decisions Designer Studio

The design side of the Decisions portal where designers can create flows, forms, rules, reports, etc.

https://documentation.decisions.com/portal-overview/

 

Decisions User Portal

The end user side of the Decisions portal where users can take action on tasks, see assignments, etc.

 

Designer Folder

A container in the Designer Studio that holds the entities (for example, Flow, Form, User Defined Type) of a given process

http://documentation.decisions.com/creating-a-designer-folder/

 

Entity

One of the broadest terms in Decisions, in a non-technical sense “Entity”, refers to any discrete thing in a folder (e.g. Flow, Task, another folder, etc.). As a technical term, “Entity” refers to a specific kind of data structure in Decisions.

http://documentation.decisions.com/creating-and-using-folder-entities/

 

Entity Action

Any actions that can be taken on an entity of a given entity type.

Entity Extension

A custom data structure in Decisions that creates an object that extends the existent Entity type

https://documentation.decisions.com/understanding-difference-between-defined-data-structures/

http://documentation.decisions.com/creating-entity-extension/

 

Entity Folder ID

A property that uniquely identifies the containing Folder of an Entity

https://documentation.decisions.com/understanding-entityid-folderid-and-entityfolderid/

 

Event

Some change in an external system that Decisions can monitor (e.g. watch an inbox for emails). You can configure Decisions to kick off some action (e.g. a Job) in response to an Event occurring (see also “Job”)

https://documentation.decisions.com/enabling-and-disabling-events/

 

Event Watcher

A Flow specifically designed to monitor an external system for a change, for example, watching a given email inbox for any new email.

https://documentation.decisions.com/editing-flow-handler-for-events/

 

Expression

A mathematical statement that can be evaluated in a single Step in a Flow (e.g. the Evaluate Expression Step)

https://documentation.decisions.com/evaluate-expression/

 

File References

A way of managing data that allows large files to be saved in the file system rather than memory, but still be usable in the Portal

https://documentation.decisions.com/file-references/

 

Flow

A process, made in the Flow Designer using individual steps, that does some kind of work and/or returns an outcome

https://documentation.decisions.com/creating-your-first-flow-2/

 

Flow Behavior

An interface definition for a flow. It can enforce expected inputs and outputs as well as create the expected inputs when the behavior is assigned

http://documentation.decisions.com/about-flow-behaviors/

 

Flow Data

All the data used in a Flow including data created in the Flow (e.g. by a Create Data step) or passed into the Flow as input data

 

Flow Engine

The underlying technology and services responsible for creating and executing Flows in Decisions. This is distinct from the Flow Designer, which is the graphical workspace used to design Flows.

 

Flow Execution Data Extension

A custom data structure in Decisions that enables the default Flow data to be extended to include other process data

https://documentation.decisions.com/understanding-difference-between-defined-data-structures/

http://documentation.decisions.com/extending-process-data-with-flow-execution-data-extensions/

 

Flow Sets

A common set of Flows that can be parameterized or customized based on context without the need to copy or rewrite them

https://documentation.decisions.com/ruleflow-sets/

 

Flow Structure

A data structure used to create an entity that lives in a Flow. It is simply a data structure that cannot be stored. Its limitation is that it can’t perform actions on itself or others

https://documentation.decisions.com/understanding-difference-between-defined-data-structures/

 

Folder

A way to organize entities in Decisions. A basic Folder is distinct from a Designer or Process Folder in that it doesn’t imply any logical relationship between the entities it contains.

 

Folder Extension

A custom data structure in Decisions that acts like a folder. Folder extensions can be generated with a default set of Create, Edit, Get and Delete methods, and can also be configured with custom actions using flows.

https://documentation.decisions.com/understanding-difference-between-defined-data-structures/

https://documentation.decisions.com/creating-and-using-folder-extension-data-structures-also-shows-folder-action-and-page-creation/

 

Folder Extension Action

An action that can be taken on a folder of a given folder extension type

https://documentation.decisions.com/adding-actions-to-folder-extensions-with-the-flow-designer/

 

Folder ID

A property that uniquely identifies a folder

https://documentation.decisions.com/understanding-entityid-folderid-and-entityfolderid/

 

Form

A web form created in the Form Designer that lets users interact, input data, view information, etc.

https://documentation.decisions.com/creating-your-first-form-flow/

 

Form Control

An element of a Form (for example, a Button control)

http://documentation.decisions.com/creating-your-first-form/

 

Form Flow

Any Flow that includes a web form

 

Group

A collection of accounts related in some way

https://documentation.decisions.com/adding-a-group/

 

Group Actions

Action-based outcomes that can be resolved together and simultaneously.

Using Group Actions for Report Entities

GUID

Global Unique ID – hexadecimal value used in multiple places in Decisions (for example as Entity ID values)

 

Ignore

A Mapping Type that tells Decisions to disregard the value of the data altogether. Commonly confused with Null (see also “Mapping Type”)

 

Importing / Exporting

You can import and export entities and entire folders to and from a Decisions server

https://documentation.decisions.com/exporting-and-importing-overview/

 

Inline

Refers to the position of a field as it appears in a grid (e.g. a data grid or Report). Often used in the context of taking action on data where it appears, for example, filtering data in a Report.

https://documentation.decisions.com/editing-data-grid-items-inline/

 

Interceptor Rule

A specialized kind of Rule that you can design “on the fly” to react to unexpected changes in your process. It lets you design rules based on changing data situations rather than predictable ones. Interceptor Rules “intercept” data to deal with it in a new way as it changes. For example, Interceptor Rules might be used in quickly changing inventory management applications.

https://documentation.decisions.com/interceptor-rule/

 

 Job

A Flow or a number of Flows that run on a schedule you set (e.g. to check a given email inbox once an hour) or on certain events (e.g. startup) (see also “Event”)

https://documentation.decisions.com/startup-job/

https://documentation.decisions.com/interval-job/

 

Mapping

Connections between data across Steps or Flows. Mapping tells Decisions how to identify or transform data as it moves through a process

https://documentation.decisions.com/using-the-mapping-editor/

 

Mapping Type

A property for all input/output data that lets a designer set how data is handled. For example, setting a value to “Rename” lets you assign a new name without changing the data itself whereas “Converter Flow” lets you change the data itself (e.g. convert the string to decimal) 

 

Merging

Rejoining the branches of a Flow into a single thread using the Merge Step

https://documentation.decisions.com/about-branching-and-merging-flows/

 

Message Queues

A form of asynchronous communication used between Decisions and an external service (e.g. AWS). Messages are stored in the queue until they are processed and deleted.

https://documentation.decisions.com/setting-messaging-overview/

 

Messaging

The integration of Decisions with different messaging systems

https://documentation.decisions.com/setting-messaging-overview/

 

Modules

are add-on features in Decisions, such as Active Directory, AWS, or HL7. You can add modules under System > Administration > Features

https://documentation.decisions.com/installing-modules-decisions/

 

Multi-Tenant / Clustering

Multiple Decisions servers sharing the same primary database but each retaining its own file system

https://documentation.decisions.com/setting-up-server-clustering/

 

Named Session

A web session that uses a specific account when invoking Flow via REST without needing to expose the user account information

https://documentation.decisions.com/create-named-session/

 

Notification Flow

A kind of Flow you can use to create custom notification messages to send to Users and Groups (e.g. SMS, Slack message, etc.). A Notification Flow is just a standard Flow with the added feature of exposing its notification function in other Flows.

https://documentation.decisions.com/creating-custom-modes-of-notification-with-notification-flows/

 

Null

A Mapping Type that sets the value to empty. For example, a boolean value may need to be neither true nor false by default. Commonly confused with Ignore (see also “Mapping Type”)

 

Page

Created in the Page Designer, a Page displays data (often from a Report) in a way that makes it easy for users to understand and take action (see also “Dashboard”)

https://documentation.decisions.com/creating-your-first-dashboard/

 

Portal Base URL

The URL assigned in IIS that navigates to the Decisions Portal

http://documentation.decisions.com/changing-the-portal-base-url/

 

   

Primary Flow

A Flow that contains a Sub-Flow. Primary Flows may also be referred to as “parent Flows” (see also “Sub-Flow”)

 

Process Folder

A data storage option within the portal designed to save persistent flow data (such as flow states and files) (see also “Flow Execution Data”)

http://documentation.decisions.com/about-process-folders/

 

Process State

A property of a running Flow that describes where it stands at a given point. Process States do not exist on a Flow by default; they are set entirely by the designer. Example Process States might include “Started”, “Pending Review”, or “Approved”.

https://documentation.decisions.com/setting-a-processs-state-and-state-reason/

 

Relation

Business relationships between Users and Groups. By Default, Decisions includes a Manager Relation, but you can create any kind of Relation you want in the System Folder Tree.

https://documentation.decisions.com/system-folders-tree/

 

Repeater Control

A specialized Form Control used to create dynamic, repeating elements on a Form (e.g. creating additional text fields when all available ones are filled)

https://documentation.decisions.com/create-repeater-form-control/

 

Report

Created in the Report Designer, a Report is a way to use data sources, filters, groups, and views to fetch and organize data

https://documentation.decisions.com/creating-your-first-report-2/

 

Report Filter

Narrows report data according to customizable parameters (e.g. filtering by a certain date range)

https://documentation.decisions.com/adding-field-filters-to-a-report/

 

Repository

File host that supports collaboration, backup, and versioning of Decisions projects

https://documentation.decisions.com/repository-faq/

 

Rule

A discrete piece of logic created in the Rule Designer that takes in one or more inputs and returns one or more outputs

https://documentation.decisions.com/creating-your-first-rule/

 

Rule Engine

The underlying technology and services responsible for creating and executing Rules in Decisions. This is distinct from the Rule Designer, which is the graphical workspace used to design Rules.

 

Rule Engine Extension

A Rule Behavior that allows you to embed a Rule in another Rule

https://documentation.decisions.com/rule-extensions-using-rule-engine/

 

Rule Set

A set of rules designed to be re-used; that is, they can be parameterized or customized based on context without the need to copy or rewrite them

https://documentation.decisions.com/ruleflow-sets/

 

Run Converter Flow

A Mapping Type that tells the Flow to run another Flow to convert the data (usually from one data type to another) (see also “Mapping Type”)

 

Runtime

Refers to the timespan in which an execution takes place, for example when a Flow or Report is run

 

Select Value [From Flow]

A Mapping Type that lets the Flow designer use a variable from all available data at that point in the Flow (see also “Mapping Type”)

 

Service Host Manager

SHM is a Windows Service responsible for foundation services to define Decisions platform functionality. Example ofs these services would include Flow Edit Service that defines Flow Designer functionality, or Flow Execution Service that is responsible for Flow Execution processes.

Sometimes it is necessary to restart SHM. For more information, see http://documentation.decisions.com/?p=36487&preview=true&preview_id=36487

 

Snapshots

Images of Reports you can easily capture and share

https://documentation.decisions.com/capturing-report-snapshots-2/

 

 Step

 A single point of action within a Flow (for example, the Send Email Step)

http://documentation.decisions.com/about-steps/

 

Sub-Flow

A Flow that is invoked in the course of another Flow. The invoking Flow may be called the “primary Flow” or the “parent Flow.” (Sub-Flows may also be referred to as “child Flows” or “Linked Flows”)

http://documentation.decisions.com/asynchronous-invoking-sub-flowschild-processes/

 

Swimlanes

A type of Annotation you can add to your Flows in the Flow Designer. Typically, Swimlanes are used to visually differentiate the main sections of a Flow.

https://documentation.decisions.com/swimlanes/

 

Sync Flow

A Sub-Flow that pauses the primary Flow while it executes

http://documentation.decisions.com/asynchronous-invoking-sub-flowschild-processes/

 

Task

A discrete piece of work assigned to a User or Group in Decisions. Most commonly, a Task is added to a Flow using the Add Task step.

http://documentation.decisions.com/assigning-form-interactions-as-tasks/

 

Task Queues

A shortcut feature that lets Designers create tasks without building them in a Flow

https://documentation.decisions.com/task-queues-overview

 

Text Merge

A way to combine multiple text sources (e.g. constant values + variable values) into a single text value. A common application is to form the body of an email by merging template text with variables such as a name or DOB.

https://documentation.decisions.com/create-first-text-merge/

 

Tiles

A display mode used in multiple places in Decisions: for example, Tile View for entities in a Designer Folder, Tile parts on a dashboard

https://documentation.decisions.com/report-viewer-in-tile-mode/

https://documentation.decisions.com/creating-dynamic-page-content-with-tiles/

 

Trigger

A property of Steps and Form Controls, a Trigger is a way to launch some action when that Step or Control executes

https://documentation.decisions.com/flow-step-trigger-afterbeforeerror-flow-behavior/

https://documentation.decisions.com/key-triggers-form-controls/

 

Truth Table

A kind of Rule that compares combinations of multiple inputs to decide a single outcome

https://documentation.decisions.com/creating-your-first-truth-table/

 

Unit Test

A saved bit of input data used in the debugger for testing (eliminating the need to enter data for each test)

http://documentation.decisions.com/unit-tests-overview-simple-flow/

http://documentation.decisions.com/unit-tests-advanced/

 

User Defined Type

A custom data structure created by a designer

http://documentation.decisions.com/creating-user-defined-type/

 

Value List

A custom data structure in Decisions that builds an enumerated list of values

https://documentation.decisions.com/understanding-difference-between-defined-data-structures/

 

Visibility Rule

A property on all Form Controls that sets the conditions for whether the Control is visible

https://documentation.decisions.com/enabling-and-disabling-form-fields-with-visibility-rules/

 

Workflow

The overall business process that Decisions can automate. “Workflow” refers generally to any sequence of actions to accomplish some organizational task. A workflow might be referred to as a “Process” or “Application”

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional Resources