Designer Project Actions Glossary

Within a Designer Project, Designers may perform a large variety of Actions on stored Designer Elements such as Flows, Forms, Reports, and other child Folder and Designer Projects. Most of these Actions are accessible elsewhere but are presented here as easy-to-navigate shortcuts.

This glossary lists and defines every Action available while providing links to further resources when applicable.

If looking for a specific Action, use the browser/OS's search shortcut due to this article's length. CTRL+F or COMMAND + F for Windows and Mac computers, respectively.

Shared Designer Element Actions

These Actions are shared between the majority of Designer Elements. For further information, please refer to each Designer Element's specific Actions in the subsections below.

Action Name	Description
Add > Setup > Manage Tags	Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object; best used when compartmentally organizing large Projects.
Dependencies > Manage Declared Dependencies	Displays previously declared dependencies for the object.
	Update Dependencies	Updates dependencies by removing then reapplying connections from the object to its dependencies. Connections are made automatically but occasionally may need updating with this action to ensure all dependencies are exported with their project.
	Update Dependencies [All Objects]	Updates dependencies for all objects within the Designer Folder
	Declare	Manually declare a dependency on the object
Designer Repository > Add to Project	Manually adds the object to the new Project or to a pre-existing Project.
	Checkout Project	Checks out Project from the Repository server to be brought into the current Decisions server.
	Open Repository Server	Navigates to the Repository server Portal in a new window.
Edit > Copy [Designer Element]	Copies the object and allows the user to enter a new name.
	Edit [Designer Element]	Opens the object in its appropriate Element Designer
	Set Name and Description	Changes the name and description of the Designer Element
Edit > Advanced > Make Template	Creates a template out of the selected object
	Make Design Pattern	Creates a Design Pattern for the Flow/Form.
History/Documentation Actions > Add Comment	Adds a comment to the object's History
	Open/View	Opens the object's History Folder where they may see comments, documents, links, versions, and other documentation notes
	Add Document	Adds a document to the object's History
	Add External Link	Adds an external link to the object's History
Import/Export > Export	Exports the object assuming it has been attached to a Project else it will also prompt to add the object to a Project
Manage > Get [Designer Element] ID	Retrieves and displays the object's unique ID
	Move To	Moves the Flow to a different parent Designer Folder
	Replace Data in Configuration (Advanced)	Replaces references for the Designer Element with the specified value. This is an advanced action that may corrupt the configuration when used improperly, so consult support@decisions.com before using this action.
	See Audit History	If auditing is enabled, opens the history of audit transactions involving the object
	See Entity Details	Opens Entity Details of the object displaying its Validation, Dependencies, Actions, Properties, and Tags
	Set Execution Order	Determines sequence of when order-specified Designer Elements are executed. This setting may not be applicable in all use cases e.g., a typical Designer Project meant to just store items will not benefit from this setting.
	Set Owner	Selects an Account to assign as the owner of the Flow
	View Inputs / Outputs	Displays inputs and outputs of the object similar to debugging results
Run [Advanced] > Debugging > Add Unit Test	Creates a new unit test for the Rule
	Debug Flow/Rule	Opens the Flow / Rule in the Debugger
Run [Advanced] > Integration > View Integration Details	Views integration details of the Designer Element.

Action Name

Description

Add > Setup > Manage Tags

Opens a drop-down list that may create new tags or select pre-existing tags to be attached to the object; best used when compartmentally organizing large Projects.

Dependencies > Manage Declared Dependencies

Displays previously declared dependencies for the object.

Update Dependencies

Updates dependencies by removing then reapplying connections from the object to its dependencies.
Connections are made automatically but occasionally may need updating with this action to ensure all dependencies are exported with their project.

Update Dependencies [All Objects]

Updates dependencies for all objects within the Designer Folder

Declare

Manually declare a dependency on the object

Designer Repository > Add to Project

Manually adds the object to the new Project or to a pre-existing Project.

Checkout Project

Checks out Project from the Repository server to be brought into the current Decisions server.

Open Repository Server

Navigates to the Repository server Portal in a new window.

Edit > Copy [Designer Element]

Copies the object and allows the user to enter a new name.

Edit [Designer Element]

Opens the object in its appropriate Element Designer

Set Name and Description

Changes the name and description of the Designer Element

Edit > Advanced > Make Template

Creates a template out of the selected object

Make Design Pattern

Creates a Design Pattern for the Flow/Form.

History/Documentation Actions > Add Comment

Adds a comment to the object's History

Open/View

Opens the object's History Folder where they may see comments, documents, links, versions, and other documentation notes

Add Document

Adds a document to the object's History

Add External Link

Adds an external link to the object's History

Import/Export > Export

Exports the object assuming it has been attached to a Project else it will also prompt to add the object to a Project

Manage > Get [Designer Element] ID

Retrieves and displays the object's unique ID

Move To

Moves the Flow to a different parent Designer Folder

Replace Data in Configuration (Advanced)

Replaces references for the Designer Element with the specified value.

This is an advanced action that may corrupt the configuration when used improperly, so consult support@decisions.com before using this action.

See Audit History

If auditing is enabled, opens the history of audit transactions involving the object

See Entity Details

Opens Entity Details of the object displaying its Validation, Dependencies, Actions, Properties, and Tags

Set Execution Order

Determines sequence of when order-specified Designer Elements are executed.

This setting may not be applicable in all use cases e.g., a typical Designer Project meant to just store items will not benefit from this setting.

Set Owner

Selects an Account to assign as the owner of the Flow

View Inputs / Outputs

Displays inputs and outputs of the object similar to debugging results

Run [Advanced] > Debugging > Add Unit Test

Creates a new unit test for the Rule

Debug Flow/Rule

Opens the Flow / Rule in the Debugger

Run [Advanced] > Integration > View Integration Details

Views integration details of the Designer Element.

Flow Specific Actions

Action Name	Description
Edit Flow	Opens the Flow in the Flow Designer
Run Flow	Runs the Flow
Compare Versions	Opens the Compare Versions window that visually compares/contrasts different saved versions of the Flow
Delete Flow	Deletes the Flow
Compare > Compare to Flow	Compares the selected Flow to another Flow either created or picked; automatically produces Result data.
	Compare to History	Compares the selected Flow to other versions in its History; automatically produces Result data.
Edit > Edit Flow	Opens the Flow in the Flow Designer
	Publish to Workflow Catalog	Adds the Flow to the Workflow Catalog
Edit > Advanced > Create URL Alias	Creates a URL Alias for the Flow; can help shorten long names.
	Make Design Pattern	Make a Design Pattern for the Flow
	Set Flow Behavior	Displays a radio list of Flow Behaviors to assign to the Flow
Manage > Clear Flow Step Caches	Clears memory within Cache Steps within the Flow
	Clear Flow Step Caches [All Flows]	Clears memory within Cache Steps for all Flows within the Designer Folder
	Define Valid States	Enter which state(s) are valid in the Flow when designing actions for a Case Entity.
	Set Forms Title Style	Configures the default format of any Forms given a title within the Flow. To give a Form a title, open its Properties and enter a value in the Title setting. It will then show at the top left of the Form during runtime.
Run [Advanced] > Profile Flow	Runs the Flow, then opens its Profile Results page. The Profiler must be stopped beforehand for this action to function correctly.
	Run Flow In Dialog	Runs the Flow in a dialog window at the center of the screen.
	Run Flow In New Window	Runs the Flow in a new browser tab.
	Run Flow In Side Panel	Runs the Flow within the right-side panel that popups when selecting an item in the Designer Project/Folder.

Action Name

Description

Edit Flow

Opens the Flow in the Flow Designer

Run Flow

Runs the Flow

Compare Versions

Opens the Compare Versions window that visually compares/contrasts different saved versions of the Flow

Delete Flow

Deletes the Flow

Compare > Compare to Flow

Compares the selected Flow to another Flow either created or picked; automatically produces Result data.

Compare to History

Compares the selected Flow to other versions in its History; automatically produces Result data.

Edit > Edit Flow

Opens the Flow in the Flow Designer

Publish to Workflow Catalog

Adds the Flow to the Workflow Catalog

Edit > Advanced > Create URL Alias

Creates a URL Alias for the Flow; can help shorten long names.

Make Design Pattern

Make a Design Pattern for the Flow

Set Flow Behavior

Displays a radio list of Flow Behaviors to assign to the Flow

Manage > Clear Flow Step Caches

Clears memory within Cache Steps within the Flow

Clear Flow Step Caches [All Flows]

Clears memory within Cache Steps for all Flows within the Designer Folder

Define Valid States

Enter which state(s) are valid in the Flow when designing actions for a Case Entity.

Set Forms Title Style

Configures the default format of any Forms given a title within the Flow.
To give a Form a title, open its Properties and enter a value in the Title setting. It will then show at the top left of the Form during runtime.

Run [Advanced] > Profile Flow

Runs the Flow, then opens its Profile Results page.
The Profiler must be stopped beforehand for this action to function correctly.

Run Flow In Dialog

Runs the Flow in a dialog window at the center of the screen.

Run Flow In New Window

Runs the Flow in a new browser tab.

Run Flow In Side Panel

Runs the Flow within the right-side panel that popups when selecting an item in the Designer Project/Folder.

Form Specific Actions

Action Name	Description
Edit Form	Opens the Form in the Form Designer
Delete Form	Deletes the Form
Preview Runtime Flow	Displays Form as it would appear for the end-user
Run Form	Runs the Form

Action Name

Description

Edit Form

Opens the Form in the Form Designer

Delete Form

Deletes the Form

Preview Runtime Flow

Displays Form as it would appear for the end-user

Run Form

Runs the Form

Rule Specific Actions

Action Name	Description
Edit Rule	Opens the Rule in the Rule Designer
Delete Rule	Deletes the Rule
Edit > Advanced > Set Rule Behavior	Displays a radio list of Rule Behaviors to assign to the Rule
Compare > Compare to Rule	Compares the selected Flow to another Flow, either created or picked; automatically produces Result data.
	Compare to History	Compares the selected Flow to other versions in its History; automatically produces Result data.

Action Name

Description

Edit Rule

Opens the Rule in the Rule Designer

Delete Rule

Deletes the Rule

Edit > Advanced > Set Rule Behavior

Displays a radio list of Rule Behaviors to assign to the Rule

Compare > Compare to Rule

Compares the selected Flow to another Flow, either created or picked; automatically produces Result data.

Compare to History

Compares the selected Flow to other versions in its History; automatically produces Result data.

Report Specific Actions

Action Name	Description
Edit Report	Opens the Report in the Report Designer
Run Report	Runs the Report
Delete Report	Deletes the Report
Compare > Compare to Report	Compares the Report to another, either created or picked; automatically produces Result data.
	Compare to History	Compares the Report to other versions in its History; automatically produces Result data.
Edit > Advanced > Regenerate Reports Run Service and Steps	Refreshes Flow steps utilizing this Report
Run [Advanced] > Integration > View Integration Details	Views integration details of the Report

Action Name

Description

Edit Report

Opens the Report in the Report Designer

Run Report

Runs the Report

Delete Report

Deletes the Report

Compare > Compare to Report

Compares the Report to another, either created or picked; automatically produces Result data.

Compare to History

Compares the Report to other versions in its History; automatically produces Result data.

Edit > Advanced > Regenerate Reports Run Service and Steps

Refreshes Flow steps utilizing this Report

Run [Advanced] > Integration > View Integration Details

Views integration details of the Report

Page/Dashboard Specific Actions

Action Name	Description
Edit Page	Opens the Page in the Page Designer
Delete Page	Deletes the Page
View > Preview Page	Previews Page at runtime
	Show Page in New Window	Opens Page in a new window

Action Name

Description

Edit Page

Opens the Page in the Page Designer

Delete Page

Deletes the Page

View > Preview Page

Previews Page at runtime

Show Page in New Window

Opens Page in a new window

Designer Folder / Folder Specific Actions

Designer Folder-specific Actions are marked with an asterisk (*). Folder specific Actions are marked with an obelus (†).

Action Name	Description
Create Folder	Creates a child Folder within the selected Folder
Add > Case	Adds an entry of a predetermined Case; by default, there are Application and Person options.
Add > Setup > Assignment Roles	Manages assignment roles for the Folder
	Notification	Creates a notification that can distinguish between the type of notification, who to notify, and how to notify them. A Do Not Notify List is available to specify which account will not receive notifications.
	Notification To Me	Creates a notification similar to the above, except it is automatically assigned to the initiating user.
Add > Entity [User-Defined]	Adds an entry of a user-defined Entity
	Comment	Creates a Comment Entity within the Folder
	Document	Creates a Document Entity within the Folder
	Schedule Data	Creates a Data Schedule within the Folder
	To Do	Creates a To-Do Task that may be assigned to an account, group, Folder, or Role
	To Do (Assigned to Me)	Creates a To Do Tasks automatically assigned to the initiating user
Add > Data Forms	Displays configured Data Forms; by default, there is System Defaults
Global Debugger > Edit Settings*	Edits Global Debugger settings such as session cache expiration, grouping style, and ignored root entities
	Show Global Debugger	Displays the Global Debugger
Import / Export > Import	Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions
	*Check Export Consistency	Checks previously exported .dec, .obj, and/or .zip files for missing dependencies before importing into the environment, i.e., it checks the files for import issues without saving them.
	*Application and Template Store	Navigates to Application and Template Store for free installs of Decisions provided Projects; installed Projects reside in the Designer Folder.
	*Create [Folder Name] Folder Documentation	Creates documentation of the Designer Folder via an HTML Report. Lists the total number of Designer Elements such as Flows, Forms, etc., and lists them each by name.
	*Upload BPMN XML	Uploads a Business Process Modeling Notation (BPMN) graph via XML
	*Upload DMN XML	Uploads a Decision Model and Notation (DMN) graph via XML
Manage > [User Portal Visibility] Hide	Hides the Folder from the Portal
	† [User Portal Visibility] Show	Displays the Folder in the Portal
	† [User Portal Visibility] Reset	Clears any previously configured Portal Visibility Actions
	*Copy Designer Project	Copies the Designer Project
	*Manage Default Design Patterns	Configures design patterns in the Designer Folder by adding and removing them
	Delete Folder	Deletes either the Folder or the Folder and its entire contents
	Make This My Home Page	Designates the Folder as the initiating user's home page: this Folder will immediately open once the initiating user logs in
	Manage Permissions	Decides which accounts and/or groups can view, access, edit, add, delete, etc. inside the Folder
	Move Folder to Root	Moves the Folder to the root directly; it will no longer be nested inside any other Folder(s)
	Permissions: Disable/Enable Permissions Inheritance	Enables or removes permissions inheritance
	Pin to Top Menu	Pins the Folder to the top of the Folder navigation tree
	Set Folder Behavior	Displays a radio list of Folder Behaviors to assign to the Flow
	Set Look and Feel	Sets the appearance of Folders such as color, thumbnail, and icon
	Page/Dashboard > Add Alias To Folder	Overrides name of Folder to a designated alias for use in URLs
		Add Embedded Web Page	Adds a specified embedded web Page to the Folder that can configure the URL it navigates to as well as if it passes SessionID, UserID, Email, etc
		Add Flow (Form) Page	Adds a Page and PageData based on a Flow. Its name appears as a tab to the top right of the Folder, and it instantly runs the Flow once selected. Any Forms within the Flow will display.
		Add Flow as Action	Creates a new Action for the Folder based on a specified Flow's logic
		Add Navigation as Action	Creates a new Action for the Folder that navigates to a specified Folder
		Add Page Report	Creates a Report to display Page data
		Add Page/Dashboard	Creates a Page and Page Data in the Folder, making it accessible as a tab at the top right of the Folder
Open > [New Tab] Open Folder : [Folder Name]	Opens the Folder in a new tab in the browser
	Open Folder : [Folder Name]	Opens the Designer Folder
	*[New Tab] Open Columns	Opens the Designer Folder in Columns View in a new tab in the browser
	*[New Tab] Open Folder View	Opens the Designer Folder in Folder View in a new tab in the browser
	*[New Tab] Open List	Opens the Designer Folder in List View in a new tab in the browser
	*[New Tab] Open Unit Test Results	Opens unit test results created in the Designer Folder displayed in a Report Viewer in a new tab in the browser
	*Open Columns	Opens the Designer Folder in Columns View
	*Open Folder View	Opens the Designer Folder in Folder View
	*Open List	Opens the Designer Folder in List View
	*Open Unit Test Results	Opens unit test results created in the Designer Folder displayed in a Report Viewer
Test > Entity [User-Defined] > Create Test Data	Creates test data for use in the debugger in the Folder
Other > Create Text*	Creates a Text Merge
	*Query Editor	Opens the Query Editor
	*Recompile Data Structures	Recompiles any Data Structures within the Designer Folder; keeps them up-to-date
Unit Test > Run for Current Folder*	Runs unit tests within the current Designer Folder
	*Run for Current Folder & Sub Folders	Runs unit tests within the current Designer Folder and its child Folders

Action Name

Description

Create Folder

Creates a child Folder within the selected Folder

Add > Case

Adds an entry of a predetermined Case; by default, there are Application and Person options.

Add > Setup > Assignment Roles

Manages assignment roles for the Folder

Notification

Creates a notification that can distinguish between the type of notification, who to notify, and how to notify them. A Do Not Notify List is available to specify which account will not receive notifications.

Notification To Me

Creates a notification similar to the above, except it is automatically assigned to the initiating user.

Add > Entity [User-Defined]

Adds an entry of a user-defined Entity

Comment

Creates a Comment Entity within the Folder

Document

Creates a Document Entity within the Folder

Schedule Data

Creates a Data Schedule within the Folder

To Do

Creates a To-Do Task that may be assigned to an account, group, Folder, or Role

To Do (Assigned to Me)

Creates a To Do Tasks automatically assigned to the initiating user

Add > Data Forms

Displays configured Data Forms; by default, there is System Defaults

*Global Debugger > Edit Settings

Edits Global Debugger settings such as session cache expiration, grouping style, and ignored root entities

Show Global Debugger

Displays the Global Debugger

Import / Export > Import

Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions

*Check Export Consistency

Checks previously exported .dec, .obj, and/or .zip files for missing dependencies before importing into the environment, i.e., it checks the files for import issues without saving them.

*Application and Template Store

Navigates to Application and Template Store for free installs of Decisions provided Projects; installed Projects reside in the Designer Folder.

*Create [Folder Name] Folder Documentation

Creates documentation of the Designer Folder via an HTML Report. Lists the total number of Designer Elements such as Flows, Forms, etc., and lists them each by name.

*Upload BPMN XML

Uploads a Business Process Modeling Notation (BPMN) graph via XML

*Upload DMN XML

Uploads a Decision Model and Notation (DMN) graph via XML

Manage > [User Portal Visibility] Hide

Hides the Folder from the Portal

† [User Portal Visibility] Show

Displays the Folder in the Portal

† [User Portal Visibility] Reset

Clears any previously configured Portal Visibility Actions

*Copy Designer Project

Copies the Designer Project

*Manage Default Design Patterns

Configures design patterns in the Designer Folder by adding and removing them

Delete Folder

Deletes either the Folder or the Folder and its entire contents

Make This My Home Page

Designates the Folder as the initiating user's home page: this Folder will immediately open once the initiating user logs in

Manage Permissions

Decides which accounts and/or groups can view, access, edit, add, delete, etc. inside the Folder

Move Folder to Root

Moves the Folder to the root directly; it will no longer be nested inside any other Folder(s)

Permissions: Disable/Enable Permissions Inheritance

Enables or removes permissions inheritance

Pin to Top Menu

Pins the Folder to the top of the Folder navigation tree

Set Folder Behavior

Displays a radio list of Folder Behaviors to assign to the Flow

Set Look and Feel

Sets the appearance of Folders such as color, thumbnail, and icon

Page/Dashboard > Add Alias To Folder

Overrides name of Folder to a designated alias for use in URLs

Add Embedded Web Page

Adds a specified embedded web Page to the Folder that can configure the URL it navigates to as well as if it passes SessionID, UserID, Email, etc

Add Flow (Form) Page

Adds a Page and PageData based on a Flow. Its name appears as a tab to the top right of the Folder, and it instantly runs the Flow once selected. Any Forms within the Flow will display.

Add Flow as Action

Creates a new Action for the Folder based on a specified Flow's logic

Add Navigation as Action

Creates a new Action for the Folder that navigates to a specified Folder

Add Page Report

Creates a Report to display Page data

Add Page/Dashboard

Creates a Page and Page Data in the Folder, making it accessible as a tab at the top right of the Folder

Open > [New Tab] Open Folder : [Folder Name]

Opens the Folder in a new tab in the browser

Open Folder : [Folder Name]

Opens the Designer Folder

*[New Tab] Open Columns

Opens the Designer Folder in Columns View in a new tab in the browser

*[New Tab] Open Folder View

Opens the Designer Folder in Folder View in a new tab in the browser

*[New Tab] Open List

Opens the Designer Folder in List View in a new tab in the browser

*[New Tab] Open Unit Test Results

Opens unit test results created in the Designer Folder displayed in a Report Viewer in a new tab in the browser

*Open Columns

Opens the Designer Folder in Columns View

*Open Folder View

Opens the Designer Folder in Folder View

*Open List

Opens the Designer Folder in List View

*Open Unit Test Results

Opens unit test results created in the Designer Folder displayed in a Report Viewer

Test > Entity [User-Defined] > Create Test Data

Creates test data for use in the debugger in the Folder

*Other > Create Text

Creates a Text Merge

*Query Editor

Opens the Query Editor

*Recompile Data Structures

Recompiles any Data Structures within the Designer Folder; keeps them up-to-date

*Unit Test > Run for Current Folder

Runs unit tests within the current Designer Folder

*Run for Current Folder & Sub Folders

Runs unit tests within the current Designer Folder and its child Folders

Shared Designer Element Actions

Flow Specific Actions

Form Specific Actions

Rule Specific Actions

Report Specific Actions

Page/Dashboard Specific Actions

Designer Folder / Folder Specific Actions

What's Next