Designer Folder Actions Glossary
- 06 Nov 2023
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Designer Folder Actions Glossary
- Updated on 06 Nov 2023
- 8 Minutes to read
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Overview
Within a Designer Project, there are a variety of actions on stored Designer Elements such as Flows, Forms, Reports, and other child Projects.
If looking for a specific Action, it is recommended to use your browser/OS's search shortcut due to this article's length. This will be CTRL +F or COMMAND + F for Windows and Mac computers, respectively.
Shared Element Actions
Moving Objects to Configuration Folders
Users may move objects between Folders and Designer Projects. However, objects cannot be moved in or out of Configuration Folders.
These Actions are shared between the majority of Designer Elements and Entities.
| 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. It is best used when compartmentally organizing large Projects. | |
| Dependencies > Manage Declared Dependencies | Displays previously declared dependencies for the object | |
| Update Dependencies | Updates dependencies for the object | |
| Update Dependencies [All Objects] | Updates dependencies for all objects within the Designer Project | |
| Declare | Manually declares a dependency on the object | |
| Designer Repository > Add to Project | Manually adds an object to the new Project or to a pre-existing Project | |
| Checkout Project | Checks out Projects from the Repository server to be brought into another environment | |
| Open Repository Server | Opens the login window to the Repository server | |
| Edit > Copy [Designer Element] | Copies the object and names the new copy | |
| Edit [Designer Element] | Opens the object in its appropriate Element Designer | |
| Set Name and Description | Sets the name and description of the Designer Element | |
| Edit > Advanced > Make Template | Creates a template out of the selected object | |
| History/Documentation Actions > Add Comment | Adds a comment to the object's History | |
| Open/View | Opens the object's History Folder to view 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. If not, it will also prompt you to add the object to a Project. | |
| Manage > Get [Designer Element] ID | Retrieves and displays the object's unique ID | |
| Move To | Moves the object to a different parent Designer Project | |
| Replace Data in Configuration (Advanced) | Views auditing history of an object; redirects to System > Administration > Auditing | |
| See Audit History | If auditing is enabled, opens the history of audit transactions involving the object. | |
| See Entity Details | Displays objects Validation, Dependencies, Actions, Properties, and Tags | |
| Set Execution Order | Determines the order of completion when multiple objects define their order | |
| Set Owner | Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified. | |
| View Inputs / Outputs | Displays inputs and outputs of the object similar to debugging results | |
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 to display different saved versions of the Flow visually | |
| Delete Flow | Deletes the Flow | |
| Compare > Compare to Flow | Compares the selected Flow to another Flow either created or picked and automatically produces Result data | |
| Compare to History | Compares the selected Flow to other versions in its History. It will also automatically produce 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, which can help shorten long names | |
| Make Design Pattern | Make a Design Pattern for the Flow | |
| Set Flow Behavior | Displays a 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 Project | |
| Define Valid States | Opens Rich Text Box to set valid states separated by each line | |
| Set Forms Title Style | Configures default style of Forms' Titles within the Flow | |
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 |
| Edit > Advanced > Make Design Pattern | Make a Design Pattern for 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 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 | |
| Run [Advanced] > Debugging > Add Unit Test | Creates a new unit test for the Rule | |
| Debug Rule | Opens the Rule in the Debugger | |
| Run [Advanced] > Integration > View Integration Details | Opens the Integration Details Page for the Rule | |
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 Report 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 | Regenerates a type within a Report; alternatively done by resaving the Report | |
| Run [Advanced] > Integration > View Integration Details | Opens the Integration Details Page 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 | |
| Feature Details | |
| Introduced in Version | -- |
| Modified in Version | 8.16 |
| Modification Details | After v8.16, users can only select a special Flow behavior: "User Action Flow [Folder Aware]" to pick on Add Flow as Action. |
Folder/Designer Project Specific Actions
| 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 to the initiating user | ||
| Add > Entity [User-Defined] | Adds an entry of a user-defined Entity | ||
| Comment | Creates a Comment within the Folder | ||
| Document | Creates a Document 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 are 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 Project | ||
| *Create [Folder Name] Folder Documentation | Creates documentation of the Designer Project via an HTML Report. Lists the total number of Designer Elements such as Flows, Forms, etc, and lists them 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 Project 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. The 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 and 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. For more information, refer to the User Action FLows article. | ||
| 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 Project | ||
| *[New Tab] Open Columns | Opens the Designer Project in Columns View in a new tab in the browser | ||
| *[New Tab] Open Folder View | Opens the Designer Project in Folder View in a new tab in the browser | ||
| *[New Tab] Open List | Opens the Designer Project in List View in a new tab in the browser | ||
| *[New Tab] Open Unit Test Results | Opens unit test results created in the Designer Project in a Report Viewer in a new tab in the browser | ||
| *Open Columns | Opens the Designer Project in Columns View | ||
| *Open Folder View | Opens the Designer Project in Folder View | ||
| *Open List | Opens the Designer Project in List View | ||
| *Open Unit Test Results | Opens unit test results created in the Designer Project 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 an SDK Behavior, by default Text Merge, or a Template | ||
| *Query Editor | Opens the Query Editor | ||
| *Recompile Data Structures | Recompiles any Data Structures within the Designer Project and keeps them up-to-date | ||
| *Unit Test > Run for Current Folder | Runs unit tests within the current Designer's Project | ||
| *Run for Current Folder & Sub Folders | Runs unit tests within the current Designer Project and its child Projects | ||
*Designer Project actions are marked with an asterisk.
**Folder-specific Actions are marked with an obelus.
Feature Changes
| Description | Version | Developer Task |
|---|---|---|
| After v8.16, users can only select a special Flow behavior: "User Action Flow [Folder Aware]" to pick on Add Flow as Action. | 8.16 | [DT-039164] |
For further information on the Portal, visit the Decisions Forum.
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