Adding Common Data Elements

Overview 

Common Data Elements are elements that are used all throughout Decisions OS in Reports, Flows, Forms, Rules, and other locations. Common Data Elements include Assignment Roles, Canned Chat Messages, Data Structures, and Document Types.

The following document discusses how to add Common Data Elements to Decisions.

Example

In this example, add two Common Data Elements, a document type, and a Canned chat message.

1. Navigate to System> System Data> Document Types.
2. Click the ADD DOCUMENT TYPE button.
   Users can add or edit the list of accepted Document Types.
   
   To edit a Data Element, select the Data Element's name in the folder data panel, and select Edit in the entity actions menu in the lower right.

   

3. In the Add Document Type pop-up, enter a file extension in the Extension field, and enter a MIME type in the MIME Typefield.  Select Save Document Type. 
4. Select Open in Internal Viewer to allow the file type to be viewed within Decisions.
   The new document type appears in the Folder Data panel.

   

5. Navigate to System > System Data > Chat Messages.
6. Select the Add Canned Message button.
   Canned Messages can be used as a component within Flows, Forms and Rules.

   

7. In the Add Chat Message pop-up, enter the Message and click SAVE.
   The new Canned Chat Message will display in the Folder Data panel.