Actions Glossary

Updated on 30 Dec 2024
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Overview

Within a Project, there are a variety of actions on stored Designer Elements such as Flows, Forms, Reports, and other items. If looking for a specific Action, the browser/OS's search shortcut is recommended due to this article's length. This will be CTRL +F or COMMAND + F for Windows and Mac computers.

Folder Actions

Overrides the Folder's name to a designated alias for use in URLs. Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder

Action Name		Description
MAIN
Create Folder		Creates a child Folder within the selected Folder.
MANAGE
Open Containing Folder		Opens the folder that contains the selected Folder.
Open in New Tab		Opens the folder in a new browser tab.
Permissions
	Disable Permissions Inheritance	Enables or removes permissions inheritance.
	Manage Permissions	Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder.
More
	Delete	Deletes either the Folder or the Folder and its entire contents.
	Personalize	Opens the Personalize menu. This allows users to set cosmetic details of Folder.
	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.
	Move	Moves the Folder to a specified location.
	Move to Project	Moves the Folder to a specified Project.
	Add as Favorite	Adds the Folder to the side bar Favorite's section.
OTHER
Get Folder ID		Retrieves and displays the object's unique ID.
View Integration Details		Opens the Integration Details Page for the Folder.
Add
	To-Do	Add a To-Do for the Folder.
	Flow As Action	Allows the creation of user actions.
	Assignment Roles	Opens the Role menu to add assignment roles. These can come from the Project or System level.
	Case Folder	Adds an entry of a predetermined Case. By default, there are Application and Person options.
	Entity [User Defined]	Adds an entity to the folder.
PAGES
Add Alias		Overrides the Folder's name to a designated alias for use in URLs.
Add Page		Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder.
Set Default Page		Makes the Page attached to this Folder the default one when opening the Decisions platform.
DEPLOYMENT
Import		Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions.
Export		Export the entire Folder.

Designer Folder Actions

Action Name		Description
MAIN
Create [Designer Element Type Name]		Creates the selected Designer Element. This is limited to the allowable types of the Designer Folder.
MANAGE
Designer Element Creation		Shows a list of all elements that can be created in the Designer Folder.
Open Containing Folder		Opens the folder that contains the selected Folder.
Open in New Tab		Opens the selected item in a new tab.
Permissions
	Disable Permissions Inheritance	Enables or removes permissions inheritance.
	Manage Permissions	Decide which accounts and/or groups can view, access, edit, add, delete, etc, inside the Folder.
More
	Delete	Deletes either the Folder or the Folder and its entire contents.
	Move	Moves the Folder to a specified location.
	Move Folder To Project	Move the Designer Folder and its contents to a different Project.
	Personalize	Opens the Personalize menu. This allows users to set cosmetic details of Folder.
	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.
	Manage Default Design Patterns	Opens the menu to review, create, and edit Design Patterns.
	Copy Designer Folder	Makes a copy of the Folder.
	Add as Favorite	Adds the Folder to the side bar Favorite's section.
OTHER
Get Designer Folder ID		Retrieves and displays the object's unique ID.
Query Editor		Opens the Query Editor.
View Integration Details		Opens the Integration Details Page for the Folder.
Add
	To-Do	Add and assign a To-Do to the Designer Folder.
	Flow As Action	Allows the creation of user actions.
	Assignment Roles	Opens the Role menu to add assignment roles. These can come from the Project or System level.
	Create Text	Opens the Text Merge editor.
	Case Folder	Adds an entry of a predetermined Case. By default, there are Application and Person options.
	Entity [User Defined]	Adds an entity to the folder.
PAGES
Add Alias		Overrides the Folder's name to a designated alias for use in URLs.
Add Page		Creates a Page and Page Data in the folder, making it accessible as a tab at the top right of the folder
Set Default Page		Makes the Page attached to this Folder the default one when opening the Decisions platform.
DEPLOYMENT
Import/Export
	Import	Imports a Project and/or objects via .dec, .obj, and/or .zip file extensions.
	Export	Exports the object.
	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.

Flow Actions

Action Name		Description
MAIN
Edit		Opens the Flow in the Flow Designer.
Run		Runs the Flow.
MANAGE
Set Name and Description		Sets the name and description of the Designer Element.
Copy		Copies the object and names the new copy.
Move		Moves the object to a different Designer Folder.
Debug Flow		Opens the Flow in the Debugger.
Edit in New Tab		Opens the Flow Designer in a new browser tab.
Browse Dependencies		Displays previously declared dependencies for the object.
More
	Delete Flow	Deletes the Flow.
	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.
	Move to Project	Moves the object to a different parent Designer Project.
	Set Name and Description	Sets the name and description of the Designer Element.
	Set Owner	Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
DEPLOYMENT
Import/Export
	Export	Export the item only, not including the Project it is attached to.
OTHER
Add To-Do		Add and assign a To-Do to the Flow.
Get Flow ID		Retrieves and displays the object's unique ID
Advanced
	Clear Flow Steps Cache	Clears memory within Cache Steps within the Flow.
	Clear All Flow Step Caches	Clears the memory for all Step Caches in all Flows within the Project.
	Set Flow Behavior	Displays a list of Flow Behaviors to assign to the Flow
	View Inputs/Outputs	Displays inputs and outputs of the object similar to debugging results
	Compare Flow Versions	Opens the Compare Versions window to display different saved versions of the Flow visually
	View History	Compares the selected Flow to other versions in its History. It will also automatically produce Result data.
	Publish To Workflow Catalog	Adds the Flow to the Workflow Catalog.
	View Integration Details	Opens the Integration Details Page for the Flow.
Templates
	Make Design Pattern
	Make Template	Create Templates for future iterations of the same element type.

Form Actions

Action Name		Description
MAIN
Edit		Opens the Form in the Form Designer.
Preview Form		Displays Form as it would appear for the end-user.
MANAGE
Set Name and Description		Sets the name and description of the Designer Element.
Copy		Copies the object and names the new copy.
Move		Moves the object to a different Designer Folder.
Edit in New Tab		Opens the Form Designer in a new browser tab.
Browse Dependencies		Displays previously declared dependencies for the object
More
	Delete Form	Deletes the Form.
	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.
	Move to Project	Move the Form to another Project.
	Set Name and Description	Sets the name and description of the Designer Element.
	Set Owner	Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
DEPLOYMENT
Import/Export
	Export	Export the item only, not including the Project it is attached to.
OTHER
Add To-Do		Add and assign a To-Do to the Form.
Get Form ID		Retrieves and displays the Form's unique ID.
Advanced
	View Inputs/Outputs	Displays inputs and outputs of the object similar to debugging results.
	View History	Compares the selected Form to other versions in its History. It will also automatically produce Result data.

Rule Actions

Action Name			Description
MAIN
Edit			Opens the Rule in the Rule Designer.
MANAGE
Set Name and Description			Sets the name and description of the Designer Element.
Debug Rule			Opens the Rule in the Debugger.
Copy			Copies the object and names the new copy.
Move			Moves the object to a different Designer Folder.
Edit in New Tab			Opens the Rule Designer in a new browser tab.
Browse Dependencies			Displays previously declared dependencies for the object.
More
	Delete		Deletes the Rule.
	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.
	Move to Project		Move the Rule to another Project.
	Set Name and Description		Sets the name and description of the Designer Element.
	Set Owner		Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
DEPLOYMENT
Import/Export
	Export		Export the item only, not including the Project it is attached to.
OTHER
Add To-Do			Add and assign a To-Do to the Rule.
Get Rule ID			Retrieves and displays the Rule's unique ID.
Advanced
		View Inputs/Outputs	Displays inputs and outputs of the object similar to debugging results.
		View History	Compares the selected Rule to other versions in its History. It will also automatically produce Result data.
		Set Rule Behavior	Displays a list of Rule Behaviors to assign to the Rule.
		View Integration Details	Opens the Integration Details Page for the Rule.
Templates
		Make Design Pattern	Make a Design Pattern for the Rule.
		Make Template	Create Templates for future iterations of the same element type.

Formula Actions

Action Name		Description
MAIN
Edit		Open the Formula Designer
MANAGE
Set Name and Description		Sets the name and description of the Designer Element.
Copy		Makes a copy of the Formula.
Move		Move the Formula to a different Designer Folder within the same Project.
Browse Dependencies		Displays previously declared dependencies for the object.
More
	Delete Formula	Delete the Formula.
	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.
	Move to Project	Move the Formula to another Project.
	Set Name and Description	Sets the name and description of the Designer Element.
	Set Owner	Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
RUN
Debug
	Add Unit Test	Users can create and attach a Unit Test to the Formula.
DEPLOYMENT
Import/Export
	Export	Export the selected Formula.
OTHER
Add To-Do		Add and assign a To-Do to the Formula.
Get Formula ID		Get the Formula's unique ID.
Advanced
	View Inputs/Outputs	See the Formula's inputs and outputs.
	View History	Compares the Formula to other versions in its History.
	View Integration Details	Opens the Integration Details Page of the Formula.

Report Actions

Action Name		Description
MAIN
Edit		Opens the Report in the Report Designer.
Run		Runs the Report.
MANAGE
Copy		Copies the object and names the new copy.
Move		Moves the object to a different Designer Folder.
Edit in New Tab		Opens the Report Designer in a new browser tab.
Browse Dependencies		Displays previously declared dependencies for the object
More
	Delete Report	Deletes the Report.
	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.
	Move To Project	Move the selected Report to another Project.
	Set Name and Description	Sets the name and description of the Designer Element.
	Set Owner	Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
DEPLOYMENT
Import/Export
	Export	Export the selected Report.
OTHER
Add To-Do		Add and assign a To-Do to the Report.
Get Report ID		Retrieves and displays the object's unique ID.
Make Template		Create Templates for future iterations of the same element type.
Advanced
	View Inputs/Outputs	See the Report's inputs and outputs.
	View History	Compares the Report to other versions in its History.
	View Integration Details	Opens the Integration Details Page of the Report.

Page/Dashboard Actions

Action Name			Description
MAIN
Edit			Opens the Page in the Page Designer.
MANAGE
Set Name and Description			Sets the name and description of the Page.
Copy			Copies the object and names the new copy.
Move			Moves the object to a different Designer Folder.
Edit in New Tab			Opens the Page Designer in a new browser tab.
Browse Dependencies			Displays previously declared dependencies for the object
More
	Delete Page		Deletes the Page.
	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.
	Move to Project		Move the Page to another Project.
	Set Name and Description		Sets the name and description of the Page.
	Set Owner		Selects an Account to assign as the owner of the object. Whenever the object is edited, the account will be notified.
DEPLOYMENT
Import/Export
	Export		Export the item only, not including the Project it is attached to.
OTHER
Add To-Do			Add and assign a To-Do to the Page.
Get Page ID			Retrieves and displays the object's unique ID.
Make Template			Create Templates for future iterations of the same element type.
Advanced
	View Inputs/Outputs	See the Page's inputs and outputs.
	View History	Compares the Page to other versions in its History.

Feature Changes

Description	Version	Release Date	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	November 2023	[DT-039164]
Many changes to the organization and availability of actions.	9.6	January 2025	[DT-042253]

For further information on the Portal, visit the Decisions Forum.

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What's Next

Customizing Folders

Table of contents

Overview 
Folder Actions
Designer Folder Actions
Flow Actions
Form Actions
Rule Actions
Formula Actions
Report Actions 
Page/Dashboard Actions
Feature Changes