- Introduction
- Installation
- Self Service Licensing Guide Updated
- Prerequisites
- Decisions License Updated
- Basic
- Advanced
- Enterprise
- Containers
- Containers Overview
- Decisions Container Updated
- Decisions Environment Variables
- Deploying Containers on Docker
- Deploying Containers on Azure
- Deploying Containers on Amazon ECS
- Deploying Containers on GCP
- Deploying Azure Kubernetes Services (AKS) Updated
- Deploying an AWS Kubernetes Cluster
- Securing Decisions Container Environment
- Clustering
- Multi Tenancy
- Containers
- Upgrading
- Getting Started
- Data Structures
- Starting with Data Structures
- Creating Data Structures
- Creating Case Entities
- Creating Entities
- Creating Leased Entities
- Creating External Entities
- Creating Entity Extensions
- Creating Folder Extension Data Structures
- Creating Flow Execution Extension Data Structures
- Creating Flow Structures
- Creating Defined Data Structures
- Creating Database Structures
- Creating Value Lists
- Creating a CSV Data Structure
- Creating Types From JSON Schema
- Creating Types From XSD
- Creating Types From JSON
- Data Fields
- Building Data Structures CRUD Actions
- Data Structure CRUD Overview
- Case Entity CRUD Actions
- Database Structure CRUD Actions
- Defined Data Structure CRUD Actions
- Entity Structure CRUD Actions
- Entity Extension CRUD Actions Updated
- External Entity CRUD Actions
- Flow Execution Extension CRUD Actions Updated
- Folder Extension CRUD Actions Updated
- Managing Data Structures
- Flows
- Create Flows
- Flow Behaviors
- About Flow Behaviors Updated
- Building and Using Converter Flows
- Flow Step Trigger (After, Before, Error) Flow Behavior
- Folder Count Flow Behavior
- Login User Flow Behavior
- Post to Flow Handler Behavior
- Login User UI Flow Behavior
- Tile Source Flow Behavior
- Turn Flow Statistics On Updated
- Get Page Variable Updated
- Report Field Action Handler Flow
- Password Reset Flow
- Creating a BPMN Flow Updated
- Exporting BPMN Flow
- Report Group Action Flow
- Steps
- Simple Flows
- Sub Flows
- Flow Behaviors
- Configure Flows
- Debug Flows
- Implement Flows
- Best Practices
- Create Flows
- Forms
- Create Forms
- Form Controls
- Form Control Comparison
- Data Grids
- Data Repeaters
- Dropdown Lists
- Javascript Controls
- Form Control Glossary
- Form Control Behavior Overview
- Form Control Key Triggers
- Adding a Timeline to a Series of Forms
- Color Picker
- Copy-able Label
- Creating Help Text Messages for Form Fields
- Masked Textbox Control
- Currency Box and Number Box/Spinner
- Document Viewer
- Multiple File Upload and Download Controls
- Tree View Control
- User Controls
- Video Control
- Latitude and Longitude Control Updated
- HTML Display Control
- Create Form with Property Grid
- Editing Data Objects in a Wizard Property Grid
- Progress Bar Overview
- Editing CSV Records in a Form
- Simple Forms
- Form Controls
- Configure Forms
- Layout & Design
- Creating Form Backgrounds
- Layouts Overview
- Form Organization
- Grid Layout
- Canvas Layout
- Header Container Layout
- Horizontal and Vertical Stacks
- Split Panel Layout
- Responsive Containers and Grids
- Tabs Container Layout
- Using the Tab Editor to Set Tab Order
- Side Menu Containers
- Creating End Forms Updated
- Data & Logic
- CSS
- Form Settings in the Flow Designer
- Layout & Design
- Implement Forms
- Create Forms
- Rules
- Create Rules
- Creating Statement Rules
- Creating an Expression Rule
- Creating a Truth Table
- Creating an External Truth Table
- Creating a Rule Table
- Creating a Matrix Rule
- Creating a Tree Rule
- Creating a Rule Set
- Creating an Interceptor Rule
- Creating a Rule Chain
- Creating a Sequential Rule
- Leveraging Default Rules
- Rule Verbs
- Configure Rules
- Debug Rules
- Implement Rules
- Create Rules
- Reports Updated
- Pages / Dashboards
- Create Page / Dashboard
- Page Controls
- Charts
- Tiles
- Selecting a Data Drill View for the Report Viewer
- Report Viewer Control
- Flow Run Part Updated
- Folder Activity Panel
- Folder Viewer
- Tag Browser
- Adding Folder Navigation Buttons to a Page
- Horizontal Folder Timeline
- Adding Run Flow Links or Buttons to a Page
- Adding User Actions with a Page/Dashboard with the Action Bars Component
- Date Range Filter on Pages
- Filtering Reports via Page Control
- Adding an Image to a Page/Dashboard
- Page Controls
- Configure Page
- Implement Page
- Create Page / Dashboard
- Networking
- Integrations
- Azure Account and Group Sync
- Starting with Integrations
- Agents
- Database Integrations
- Integrating an External Database with a Flow
- Creating Database Table Relationships
- Creating a Database in MSSQL for Decisions
- External Database Integration
- Advanced Postgres Connection
- Integrate with Database Table
- Fetching External Data to a CSV
- Connecting with an ODBC
- Return Dynamic Data Rows When Fetching Data From Database
- Creating Access Pattern For Table Integrations
- Using Stored Procedure in Flows
- Raw SQL Step
- Integrating Decisions with External Oracle Database
- Connect to MySQL
- External Service for OData
- Adding a Query to a Database
- Add Query (Parameterized Queries)
- Using Transaction Steps
- Connecting to Amazon Redshift
- Integrating with Snowflake
- Managing Database Connection Timeouts
- Troubleshooting Database Connection Response Times
- External Webservices
- JWT
- OAuth
- REST Service Integration
- Using Decisions in External Applications
- Services
- Query Editor
- Decisions Backend
- Process Mining
- Modules
- About Modules
- Available Modules Updated
- Installing Modules
- Modules in GitHub
- Uploading and Installing Custom Modules
- Updating Custom Modules
- Generating Certificates with OpenSSL
- Active Directory
- Adobe Sign
- AI.Common
- AWS
- AWS Bedrock
- Azure
- Box Module
- Datamatics
- Docker
- Docusign
- Dropbox
- Enterprise Module
- Equifax
- Exchange Web Services
- Experian
- FHIR
- Financial
- Foreign Exchange
- Google Cloud
- Google Drive
- HL7
- HubSpot
- iCal
- Jira
- Logging.WindowsEvent
- Messaging
- MongoDB
- MSMQ
- MS OneDrive
- Okta
- OpenAI
- OpenID
- PGP
- Plaid
- PowerShell
- Python
- QR Codes
- Remedy
- R Module
- Salesforce
- SAML
- Sharepoint
- Slack
- SSH
- Symantec
- Telephony
- UnitTestCore
- USPS
- Word To PDF
- X12
- Advanced
- API and Authentication
- Troubleshooting
- Using Selenium and NUnit for Front-end Testing
- Understanding Thread Jobs and Processes
- Logging & Auditing
- Logging Overview Updated
- Logging Settings
- Reading Logs
- Using the Log Step
- Writing To Log Files
- Creating Custom Log Files
- Setting up AWS Cloudwatch Logging
- Setting Up Azure Log Analytics Integration
- Enabling W3C Logging
- Enabling Auditing
- Viewing Audit History
- Troubleshooting Using the Profiler
- Configuring Decisions with Grafana Loki
- Decisions Disaster Recovery Architecture
- SDK
- Administrators
- User Management
- Deployment
- Import & Export
- Best Practices for Decisions Deployment
- Repository
- Repository Overview
- Repository Installation
- Connecting a Decisions Server to a Repository Server
- Repository Settings
- Using The Repository
- Configuring CICD Process Using Azure DevOps
- Configuring Repository with Repo-SSO
- Repository Features and Functions
- Troubleshooting Repository
- Repository Revisions
- Repository Branches
- Sub Project Overview
- Repository Action Flows
- Customization
- Permissions
- System Folders
- System Settings
- System Folders Tree
- Customizing System Page
- Controlling Assignment Notification Types for Server
- Creating Custom Modes of Notification with Notification Flows
- Event Viewer
- Flow Management Dashboard
- System Validation Folder
- Turn Portal Statistics On
- Configuring Locations
- Stored Workflows
- Setting Up Notifications for Events
- Toolbox Visibility Rules
- Email and SMTP in Decisions
- File Archiving and Deletion
- Integration Activities
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Overview
Custom actions are created and saved within a Configuration Folder for the data type. It is possible to create multiple Folder Action Folders and in some cases, it is recommended. Only Data Structures that have Configurations Folders can have user actions. The Database Structure and the Defined Data Structures do not have a Configuration Folders by Default. They can be configured to have one by enabling actions on the Database Structure and setting the Defined Data Structure to be database stored. Here are the user action options:
Types of User Actions | Description |
---|---|
Create Group User Action | Adds an action to a group of selected entities using multi-select on a report. |
Create User Action | Adds more functionality to the Entity. |
Use Shared User Action | Allows developers to pick an already created Action Flow. |
Create Add Entity Action | Allows developers to customize the way that Entities are added, the default way is displaying a basic property grid as displayed in: Folder Extension Data Structures |
Reasons to create more than one Action folder are:
- To organize by functionality
- To apply security by restricting users to see only folder actions relevant to them. For example, restricting the ability to edit a form or granting permission
Classification Configuration
User Action Flows have additional settings that can be configured by selecting Set Classification Info. This setting can be found by right-clicking a Flow in an Entity's Configuration Folder.
This is the summary of the Set Classification Info settings.
Setting | Function |
Action Name | This is the name of the right-clickable Entity Action. |
Category Name | A named category list where User Action Flows will reside in. |
Order | A number that determines where the user action will be positioned in the user action list. |
Display Type | Changes the user action name font to primary bold font type, or secondary un-bolded font. |
Is Default Grid Action | Sets a user action to be the default left-click action. |
Show Loading Indicator Outside Dialog | Loading Indicator is shown outside of the Decisions Portal. |
Permissions For Actions | Configures the level of permissions a user needs to have to use those actions. |
Valid In States | Configures the user actions to be available only in certain Entity or Folder states. |
Example
- A User Action can be created by either right-clicking the Configuration Folder navigating to 'User Actions' ->' Create User Action', or by clicking the 'Create User Action' button within the folder.
- Name the User Action Flow 'Notify Me' and then click 'CREATE'
Within the Flow Designer, find a 'Show Popup' step and drag it on the Canvas. Configure the inputs to have constant values. It is important to note that User Action' Flow has a variable called Entity. This entity will be the record that the user right-clicks on. Decisions will pull in that record, allows users to map in those values from that entity to create more sophisticated user actions like editing or deleting. After adding the 'Show Popup' step, save and close the Flow.
Navigate to the Dashboard that contains a report sourced on this Data Structure and right-click a record to use that custom action.
Editing an Existing User Action
- Navigate to the Folder containing the User Actions and then select List on the top right of the page. This will show all User Actions that exist within that Folder.
- Right click on any User Action in order to edit it.