Decision Table Categories

Understand what Decision Table Categories are and how they can help organize your Decision Tables.

What is Decision Table Categories?

Use Decision Table Categories to organize your Decision Tables. Organizing your Decision Tables into Categories makes it easier to search for a Decision Table based on its assigned Category. Assign multiple Decision Table Categories to a Decision Table if necessary. For example, assign a Decision Table named "Business Rules for Loan Approval" to the "Banking" and "Loans" Decision Table Categories.

"Categories" tab on the "Decision Tables" page displays all Decision Table Categories in your organization

Decision Table Categories can be in active or inactive status. Following is a description of each status:

• Active: Active Decision Table Categories can have Decision Tables assigned to them.

• Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.

The Categories tab displays the following information in tabular format about Decision Table Categories:

• Name: The Name column displays the name of the Decision Table Category. The Decision Table Category named Uncategorized is the default Category.

• Status: The Status column displays the status of the Decision Table Category. Below is a description of each status:

  • Active: Active Decision Table Categories can have Decision Tables assigned to them. The Decision Table Category named Uncategorized is active by default.

  • Inactive: Inactive Decision Categories cannot have Decision Tables assigned to them.

• Decision Table: The # Decision Table column displays how many Decision Tables in your organization have been assigned to that Decision Table Category.

• Modified: The Modified column displays the date and time the Decision Table Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Created: The Created column displays the date and time the Decision Table Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Create a New Decision Table Category

Permissions

Your user account or group membership must have the following permissions to create a new Decision Table Category unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: Create Decision Table Categories

• Decision Tables: View Decision Table Categories

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to create a new Decision Table Category:

1. View your Decision Table Categories.

2. Click the +Category button. The Create Category screen displays.
3. In the Category Name setting, enter the name of the new Decision Table Category. The Decision Table Category name must be unique from all other Decision Table Category names in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

4. From the Status drop-down menu, select one of the following options for the Decision Table Category's status:

   • Active: Active Decision Table Categories can have Decision Tables assigned to them.

   • Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.

     This is a required setting.

5. Click Save.

View Decision Table Categories

Permissions

Your user account or group membership must have the following permissions to view Decision Table Categories unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: View Decision Table Categories

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to view Decision Table Categories:

1. Log on to ProcessMaker Platform.

2. Click the Designer option from the top menu. The Designer Welcome Screen displays.

3. Click the Decision Tables icon from the left sidebar. The Decision Tables tab displays all Decision Tables in the Decision Tables page.
4. Click the Categories tab. The Decision Table Categories display.

"Categories" tab in the "Decision Tables" page

The Categories tab displays the following information in tabular format about Decision Table Categories:

• Name: The Name column displays the name of the Decision Table Category. The Decision Table Category named Uncategorized is the default Category.

• Status: The Status column displays the status of the Decision Table Category. Below is a description of each status:

  • Active: Active Decision Table Categories can have Decision Tables assigned to them. The Decision Table Category named Uncategorized is active by default.

  • Inactive: Inactive Decision Categories cannot have Decision Tables assigned to them.

• Decision Table: The # Decision Table column displays how many Decision Tables in your organization have been assigned to that Decision Table Category.

• Modified: The Modified column displays the date and time the Decision Table Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Created: The Created column displays the date and time the Decision Table Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

No Decision Table Categories?

If no Decision Table Categories exist, the following message displays: No Results.

Search Decision Table Categories

Use the Search setting to filter Decision Table Categories by their names.

Display Information the Way You Want It

​Control how tabular information displays, including how to sort columns or how many items display per page.

Search for a Decision Table Category

Permissions

Your user account or group membership must have the following permissions to search Decision Table Categories unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: View Decision Table Categories

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to search for Decision Table Categories:

1. View your Decision Table Categories.

2. Enter in the Search setting the text to filter Decision Table Categories by name.

As you enter text into the Search setting, Decision Table Categories display that match your entered text.

If there are no search results, the following message displays: No Results.

Edit a Decision Table Category

Permissions

Your user account or group membership must have the following permissions to edit a Decision Table Category unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: Edit Decision Table Categories

• Decision Tables: View Decision Table Categories

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

Follow these steps to edit a Decision Table Category:

1. View your Decision Table Categories.

2. Click the menu, and then select the Edit Category option for the Decision Table Category to edit. The Edit Category screen displays.
3. Edit the following information about the Decision Table Category as necessary:

   • In the Category Name setting, edit the name of the new Decision Table Category. The Decision Table Category name must be unique from all other Decision Table Category names in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

   • From the Status drop-down menu, change the following options for the Decision Table Category's status:

     • Active: Active Decision Table Categories can have Decision Tables assigned to them.

     • Inactive: Inactive Decision Table Categories cannot have Decision Tables assigned to them.

     This is a required setting.

4. Click Save.

Delete a Decision Table Category

Permissions

Your user account or group membership must have the following permissions to delete a Decision Table Category unless your user account has the Make this user a Super Admin setting selected:

• Decision Tables: Delete Decision Table Categories

• Decision Tables: View Decision Table Categories

• Decision Tables: View Decision Tables

See the Decision Tables permissions or ask your Administrator for assistance.

To delete a Decision Table Category, no Decision Tables can be assigned to it. If any Decision Tables are assigned to the Decision Table Category, its Delete icondoes not display. Reassign those Decision Tables to another Decision Table Category.

Follow these steps to delete a Decision Table Categories:

1. View your Decision Table Categories.

2. Click the menu, and then select the Delete Category option for the Decision Table Category to delete. A message displays to confirm deletion of the Decision Table Category.
3. Click Confirm. The following message displays: The category was deleted.

Related Topics

Decision Table Home

Create a New Decision Table

Import from Excel or CSV

Import and Export a Decision Table

Test a Decision Table

Manage a Decision Table