Decision Builder is installed automatically with each family upgrade. Update to the latest version of Decision Builder, and assign roles to your staff based on the permission level they require.

To learn more about managing per-user subscriptions, see Managing per-user subscriptions in Subscription Management and contact your account representative.

Update to the latest version of Decision Builder

Decision Builder is automatically installed on your instance. However, Decision Builder is a ServiceNow Store application, so to get the latest features, you must update your version manually to the most recent version.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Applications > All Available Applications > All.
  2. Find the Decision Builder application (sn_decision_design) using the filter criteria and search bar.
  3. Using the version list on the right, select the latest version of Decision Builder.
  4. Select Update.

Decision Builder personas and roles

The responsibilities of your staff are controlled by roles assigned to each member. Personas aren’t explicitly part of Decision Builder, but administrators assign roles to give team members permission to configure or use Decision Builder.

Personas and roles

Review the personas and roles used in Decision Builder.

Decision table admin
The decision table admin can create and edit any part of a decision table. The admin may make high-level decisions about when a decision table is needed, create the table, and then pass on the work of authoring the rules in the table to someone else. Decision table admins are the only persona who can create inputs and decision table columns and values.
Decision table reader
The decision table reader has read-only access to decision tables. They can't add or delete inputs, conditions, or results, but they can export a decision table to Excel.
Decision rule author
The decision rule author has the most access in Decision Builder after the decision table admin. The admin may create a table with inputs and table columns and then pass on the rest of the work to the decision rule author. The decision rule author can add, rearrange, and delete decision rows and edit condition and result values in all rows and columns.
Decision result editor
The decision result editor can only edit result values in existing decision rows. The decision result editor may change a value based on a new business decision or policy.
Table 1. Decision Builder user roles and permissions
RoleTasks
admin and decision_table_admin Create, read, edit, and delete inputs and decision table columns and values.
decision_table_reader

Read-only access to inputs and decision table columns and values.

In decision tables, users with this role can export decision tables to Excel.
decision_rule_author

Read-only access to inputs and decision table columns.

In decision tables, users with this role can do the following:
  • Add new decision rows
  • Rearrange decision rows
  • Delete decision rows
  • Edit condition and result values in all rows and columns
decision_result_editor

Read-only access to inputs, decision table columns, and conditions.

In decision tables, users with this role can edit result values in existing decision rows.