Create a decision table

Create a business rule of type decision table within the Designer.

  1. Navigate to Workflow > Business rules.
    The Business rules page appears.
  2. Click New > Decision table.

    A new decision table opens in a new browser tab.

    • The system creates a new decision table with some default properties.

    • By default, the Design tab is selected on the Modeling bar.

    • The Add input and Add output options are available.

  3. In the Properties panel, a default name (New decision table) appears in the Name field. You can change the name for the decision table as required.
  4. Configure the properties for the decision table. See Properties of a decision table.
  5. Create variables for the decision table, and set the variables as rule inputs and outputs. Do either of the following:

    Using the Variables tab on the modeling bar.

    1. On the modeling bar of the decision tree, click Variables and click New.

      The New variable dialog box is displayed.

    2. Enter a Name for the variable.

      By default, the name of the variable becomes the ID of the variable; however, you can change the ID if needed.

    3. Select the variable Type, such as Date. (Default: String)

    4. To set the variable as input, select Input.

    5. To set the variable as output, select Output.

      Note A decision table supports dynamic complex variables as input. These input variables can hold the data from a table field within a document for validation, such as in creating a running total for a column.
    6. Provide a Value for the variable and click Add.

      The Variables page appears.

    7. Similarly, create other variables.

      By default, all the variables are sorted on Name and displayed in the ascending order. However, you can sort (ascending or descending) on the following columns: Name, ID, Type, Value, Input and Output.

    8. To view the variables of a specific type, on the Type filter, select the variable type, such as Folder. (Default: All)

      Note The Type filter only contains the variable types that exist in the list for the current decision tree.

    Using the Add input and Add output options

    To directly add input and output variables, do the following:

    1. Click Add input.

      The New input variable dialog box is displayed.

    2. Enter a Name and ID for the variable.

    3. Select the variable Type, such as Byte. (Default: String)

    4. By default, the Input and Show in table are selected which means, the inputs are displayed in the table.

    5. Provide a Value for the variable and click Add.

      Similarly, create other input variables, as needed.

    6. To create output variables, click Add output.

    7. Enter a Name and ID for the variable.

    8. Select the variable Type, such as Byte. (Default: String)

    9. Provide a Value for the variable and click Add.

      Similarly, create other output variables, as needed.

  6. The input and output variables appear in the table.
  7. To add a condition, click .
    The New condition dialog box displays the inputs and outputs.
  8. Define the condition using the process variables, server variables and business data for inputs and outputs.
  9. Provide the comments in the Comments box and click Add.
    • You cannot use expressions as rule outputs.

    • You can add multiple conditions.

    • You can modify and delete the condition. When multiple conditions are added, they can be modified, deleted and re-ordered.

  10. To add else condition, on the General properties tab of the decision table, select the check box for Include else condition. (Default: Clear)
    A new else condition row appears in the table.
  11. When the else condition is enabled, edit the condition and define the output as needed.
  12. Release the decision table.

Properties of a decision table

Configure the following properties for a decision table.

The properties of a decision table are grouped under following tabs:



A unique name for the decision table, such as Loan Request.


A description for the new decision table, such as “Process of requesting a loan from the bank.”


By default, the type is displayed as Decision table. You cannot change the type.


A category to store the decision table. By default, the decision table is stored in the working category of the resource. However, you can again select a different category, if needed.

Hit policy

A hit policy can be selected from the list. Available options are: First found, Collect and Row order. (Default: First found)

Note When using Collect hit policy, all outputs must be numeric. When switching between hit policies, a warning message appears if there are any non-numeric output types as they are not supported.

On selecting the Collect hit policy, you can select the following actions: Sum, Min, Max, Count and Average.

When you execute the rule in a form or process, the output variables contain the combined value for all rows that evaluate to true.

For example, two rows evaluate to true with values 10 and 20. Therefore, the output variable value should return the following values:

  • Sum - 30

  • Min - 10

  • Max - 20

  • Count - 2

  • Average - 15

Include else condition

Allows adding an else condition row to the decision table. (Default: Clear)


Available from and Available to

Allows the decision table to be activated or deactivated on a particular date.

If set, the decision table expires as soon as the active period is over. Otherwise, it remains active. For example, a garment retailer decides to implement a discount scheme for Christmas and creates a decision table,map that begins at the start of the season and expires at the end the season.

Maintenance access

A resource with maintenance access permissions for a decision table can add or delete resources or change the access rights of resources to maintain the system depending on the access types.

You can only assign maintenance access to one resource or group.

The maintenance access includes the following access types.

Option Description

Full control

Users with this access type can modify the decision table, and also set and modify access permissions for other users. By default, Everyone group has Full control.

Read write Users with this access type can modify the decision table, but cannot change access permissions.
Read Users with this access type can only view the decision table; they cannot modify the process or set and change access permissions for other users.