Create a decision table to help you resolve a complex decision that depends on multiple factors.

Before you begin

Role required: decision_table_admin

Procedure

  1. Create or select a table to use for your decision answer records.
    You will associate an answer record to each decision on your decision table in later steps. This answer record is returned when that decision is reached based on your inputs. For information on creating a table, see Create a table.
  2. Ensure that one field on the table that you use for your decision records has been set as the display value.

    This field is used as a label when you display decision answers in Workflow Studio.

    You can use an existing table or create a new table to use for your decision records.

  3. Create a record on this table to each answer in your decision.
    If you have modified an existing table, you may need to customize the form to show the new fields that you have added.
  4. Create a decision table record.
    1. Navigate to System Definition > Decision Tables, and select New.
    2. On the form, fill in the fields.
      Table 1. Decision Table form
      FieldDescription
      Name Descriptive label for this decision.
      Application Application scope of this decision. This field defaults to the current scope.
      Answer table Table that this decision uses for answer records. Select the table that you created in the previous steps.
      Accessible From Option to limit the availability of this decision to the current scope. Select All application scopes or This application scope only.
    3. Right-click the form header and select Save.
      The form refreshes with the Decision Inputs and Decisions related lists.
  5. Create decision input records.
    1. In the Decision Inputs related list, select New.
    2. On the form, fill in the fields.
      Table 2. Decision Input form
      FieldDescription
      Name Name of the decision that is associated to this decision input. This field is automatically populated.
      Application Application scope of this decision input. This field defaults to the current scope.
      Type Type of data that is used for this input. When you use this decision in a flow, you can only use data pills that match this type.
      Active Check box to activate this input. This field is selected by default.
      Label Descriptive label for this input.
      Read only Check box to make this decision input read-only.
      Column name Column name for this input. This field is automatically populated when you give the Label field a value.
      Mandatory Check box to make this decision input mandatory.
      Display Check box to indicates that this decision input is the display value for reference fields.
      Choice Select a method for users to see a list of suggested values:

      If a choice is used, define your choices in the Choices related list at the bottom of the form.
      Default Value Default value for this input.
    3. Select Submit.
      Your changes are saved and the decision table record reopens.
  6. Create decision records.
    1. In the Decisions related list, select New.
    2. On the form, fill in the fields.
      Table 3. Decision form
      FieldDescription
      Label Descriptive label for this decision table.
      Application Application scope of this decision. This field defaults to the current scope.
      Order Order in which the flow evaluates decisions. The order can be important in flows that use the First decision that matches option and ends after the first match is found.
      Answer Answer that is used when the conditions in this decision are met.
      Default Answer Check box to enable this decision as the default for your decision table.
      Condition Conditions that are needed to reach this decision. The fields available for your condition are the Decision inputs that are associated with this decision table.
    3. Select Submit.
      Your changes are saved and the decision table record reopens.

What to do next

With Workflow Studio, you can add your decision to the Make a decision flow logic. For more information about the Make a decision flow logic, see Make a decision flow logic.