- Introduction
- Installation
- Prerequisites
- Basic
- Advanced
- Installing on an Alternate Port
- Securing a Decisions Installation
- Configuring the Server for SSL (HTTPS)
- Running as a Non-Admin
- Silent Installation
- Installing a Failover (HA) Server
- Configuring Server for HTTPS Redirection
- Installing Decisions Using Azure Service Principal
- Non-Admin Users in Azure PostgreSQL
- Enterprise
- Background Processing with Decisions Enterprise
- Containers
- Containers Overview
- Decisions Container
- Decisions Environment Variables Updated
- Configuring Settings.xml to Environment Variable
- Deploying Containers on Docker
- Deploying Containers on Azure
- Deploying Containers on Amazon ECS
- Deploying Containers on GCP
- Deploying Azure Kubernetes Services (AKS)
- Deploying an AWS Kubernetes Cluster
- Securing Decisions Container Environment
- AWS Container Setup
- Clustering
- Multi Tenancy
- Upgrading
- Getting Started
- Projects
- Data Structures
- Starting with Data Structures
- Creating Data Structures
- Creating Case Entities
- Creating Entities
- Creating Leased Entities
- Creating External Entities Updated
- 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
- Managing Data Structures
- Flows Updated
- Create Flows
- Flow Behaviors
- About Flow Behaviors
- 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
- Process Folder Data Aware Behavior
- Tile Source Flow Behavior
- Turn Flow Statistics On
- Get Page Variable
- Report Field Action Handler Flow
- Password Reset Flow Updated
- 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
- 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
- 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
- Data & Logic
- CSS
- Form Settings in the Flow Designer
- Implement Forms
- Create Forms
- Formulas
- 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
- Create Reports
- Configure Reports
- Properties
- Report Properties
- Setting Column Properties
- Setting Report Row Colors
- Allowing Inline Editing on a Report Updated
- Using Conditional Formatting
- Overriding Action Contexts on Reports
- Row Click Action Types
- Using Icons On Reports
- Using a Flow to Source a Report Updated
- Setting Report Row Colors with a Rule
- Filter
- Charts
- Calculated Columns
- Report Views
- Properties
- Implement Reports
- Output Reports
- Pages / Dashboards
- Create Page / Dashboard
- Page Controls
- Charts
- Tiles
- JavaScript Page Controls
- Selecting a Data Drill View for the Report Viewer
- Report Viewer Control
- Flow Run Part
- Folder Activity Panel Updated
- Folder Viewer
- Tag Browser
- Adding Folder Navigation Buttons to a Page
- Horizontal Folder Timeline Updated
- Adding an Image to a Page/Dashboard
- 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
- Page Controls
- Configure Page
- Implement Page New
- Create Page / Dashboard
- Networking
- Integrations
- Starting with Integrations
- Agents
- Database Integrations
- Database Integrations Overview Updated
- Integrating an External Database with a Flow
- Creating a Database in MSSQL for Decisions
- External Database Integration Updated
- Advanced PostgreSQL Connection
- Connecting with an ODBC
- Integrate with Database Table
- Fetching External Data to a CSV
- 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
- Connecting to Amazon Redshift
- External Service for OData
- Adding a Query to a Database
- Add Query (Parameterized Queries)
- Using Transaction Steps
- Integrating with Snowflake Updated
- Managing Database Connection Timeouts
- Troubleshooting Database Connection Response Times
- External Services
- JWT
- OAuth
- Using Decisions in External Applications
- Services
- Query Editor
- Decisions Backend
- Modules
- About Modules
- Available Modules
- Installing Modules
- Generating Certificates with OpenSSL
- Active Directory
- Adobe Sign
- AI.Common
- AWS
- AWS Bedrock
- Azure
- Box Module
- Datamatics
- Docker
- Docusign
- Dropbox
- Equifax
- Exchange Web Services
- Experian
- FHIR
- Financial
- Foreign Exchange
- Google Drive
- Google Cloud
- Google Vertex
- Google Gemini
- HL7
- HubSpot
- IBM ODBC
- iCal
- Jira
- Logging.WindowsEvent
- Messaging
- MongoDB
- MS OneDrive
- Okta
- OpenAI
- OpenID
- PGP
- Plaid
- PowerShell
- Python
- QR Codes
- R Module
- Redis Queue
- Remedy
- Salesforce
- SAML
- Sharepoint
- Slack
- SSH
- Symantec
- Telephony
- USPS
- UnitTestCore
- Word To PDF
- X12
- SDK
- Advanced
- Guide of Decisions Entities Locations in SQL Tables
- API and Authentication Updated
- Modifying an Application Servers SMTP Settings
- Using Selenium and NUnit for Front-end Testing
- Adding Common Data Elements
- Changing the Portal Base URL
- Securing Decisions and Web Application Firewalls (Azure)
- Decisions Disaster Recovery Architecture
- Troubleshooting
- 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
- Configuring Decisions with Grafana Loki
- Troubleshooting Using the Profiler
- Usage Logs
- Understanding Thread Jobs and Processes
- Administrators
- User Management
- Accounts & Groups
- AD (Active Directory)
- SSO (Single Sign-On)
- Deployment
- Customization
- Permissions
- System Folders
- System Settings
- System Folders Tree Updated
- Controlling Assignment Notification Types for Server
- Creating Custom Modes of Notification with Notification Flows
- Event Viewer
- Flow Management Dashboard Updated
- System Validation Folder
- Turn Portal Statistics On
- Configuring Locations
- Stored Workflows
- Setting Up Notifications for Events
- Edit Flow Data While A Flow Is Running
- Toolbox Visibility Rules
- Email and SMTP in Decisions
- File Archiving and Deletion Updated
- Integration Activities
- User Management
This document demonstrates all the possible ways a user can install a Module in the platform.
Module not visible after installing?
After installation, Modules Flow steps cannot be directly used in the designer entities. Users must create a Module Dependency at the Project level to expose it to that specific Project. To create a Dependency, refer to Project Dependencies.
Uninstalling Modules
Uninstalling Modules without understanding their dependencies can lead to issues and potentially break the functioning of other components. It is not recommended to uninstall a Module. Please contact support@decisions.com for any assistance.
From the Platform
All the Modules can be directly installed from the platform. The following section demonstrates how to install a Module from the platform.
Access the list of Modules by navigating to System > Administration > Features.
Hovering on the Modules will show two buttons at the bottom.
Details: Clicking this will reveal a dialog box with module details and links to documentation sites.
Install: Button to install the Module.
Click on Install. A confirmatory dialog box appears. Click on Continue. A window will appear indicating the installation progress of the Module and its dependent Modules.
After the Module is installed successfully, the window will display the Installed in orange color to indicate completion.
Version 9 Changes
Starting in v9, Identity Provider Modules such as Okta, OpenID, and SAML will not be stored with the rest of the available Modules. Instead, they will be able to be found by navigating to System > Security > Identity Providers.
Installing Modules from GitHub
When the Decisions Server is unable to make external requests to GitHub, admin users can download and install the GitHub Modules manually. The following section demonstrates how to download and install a Module from GitHub.
Visit the GitHub Modules Page and click on the desired Module.
Click on Releases.
Expand the appropriate version and Click on the
Decisions[Module_Name].zip
. A .zip file then gets downloaded.To install the Module in the platform, refer to the next section, Uploading and Installing a Custom Module.
Uploading and Installing a Custom Module
Navigate to the System > Administration > Features.
Click on the Upload and Install Module located at the top of the Features Page.
Upload the .zip file in the file upload area.
Ensure that the Install Module is checked. If unchecked, this will just upload the module into the platform, and users can choose to install it later.
Click Ok. The Module will get installed.
Updating a Custom Module
Once a Custom Module is installed, users can update it by repeating the same steps performed to upload the module. However, to reflect the changes, users must restart the Decisions Server.
Module Dependencies
After a Module is installed a dependency must be made to the Project that it will be used in. For more details see Project Dependencies.
- Go to the Project
- In the Folder Tree select Configurations > Dependencies.
- Press the MANAGE button, then select the Modules category.
- Pick the needed Module.
Scripting Modules
One exception to this is scripting Modules such as Python or R. Custom steps created through the use of those Modules can be available in Projects that do not have dependencies to the Module. However, the Project will need a dependency to the Project where the Module was used to create the Step.
Example:
Project A has a dependency to the Python Module. A user created a Step called SnakeDance.
Project B needs to use the SnakeDance step. It does not have any dependencies. The step does not appear in the Flow Designer Toolbox.
Project B creates a dependency to Project A. Now the SnakeDance step appears in the Flow Designer Toolbox.
Feature Changes
Description | Version | Release | Developer Task |
---|---|---|---|
Entities created by Modules can now be viewed in dependent Projects. | 9.4 | November 2024 | [DT-042474] |