Configuring Locations

Overview

The Locations Folder stores various information about companies and divisions within an organization, as well as their users. Users can store address information of the company or division and its Business Days and Business hours. These Locations will be used as components for creating Flows, Forms, Rules, and Reports. Locations are Project specific.

Example

This example will demonstrate creating a Location and adding a Holiday to it within Decisions. The Location will be configured to exclude all weekends (Saturday and Sunday) and a holiday for the fictional National Keyboard Day.

1. Navigate to Project > Settings > Configuration > Data > Locations.
2. Click the ADD LOCATION button in the top Action bar. 
3. In the Add Location window, define the LOCATION INFORMATION, entering any relevant information to its respective property.
   
4. Configure BUSINESS HOURS by toggling each checkbox under Work Days, then selecting a time from the Open Time and Close Time dropdown menus. 
5. Click SAVE to save configurations and exit. 
   Users may edit any Location details by right-clicking on the newly added Location Name.

   

6. From the Locations Folder, right-click the newly added Location and select Add Holiday. Holidays can also be added by clicking on the location and pressing the Add Holiday Button.
7. Enter a Name,Description and set a HolidayDate.
8. Click SAVE to save and exit.

Location Dashboard

Once a location has been created it can be managed through its own dashboard. To get to the dashboard either click on the Location on the sidebar or in the Location Dashboard list of Locations.