Create a decision tree

Create a decision tree within the Designer which is a simplified version of a business rule whilst still offering the visual representation of the rule.

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

    A Decision tree - new business rule opens in a new tab.

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

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

    • The Start node appears on the canvas.

  3. In the Properties panel, a default name (New business rule) appears in the Name field. You can change the name for the decision tree as required.
  4. Configure the properties for the decision tree as you do for a business rule. See Properties of a business rule.
  5. Create variables for the decision tree, and set the variables as rule inputs and outputs.
    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 tree 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.
    7. Click Add.

      The Variables page appears.

    8. 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.
    9. To view the variables of a specific type, on the Type filter, select the variable type, such as Folder. (Default: All)
      The variables of selected type are displayed.
      Note The Type filter only contains the variable types that exist in the list for the current decision tree.
  6. To set the order in which TotalAgility should process the input and output variables, perform the following steps:
    1. Click the Input/Output order link on the Variables page. The Input/Output variables dialog box is displayed.
    2. Select the Input or Output tab, and use or .
    3. Click OK.
  7. Define your branching rule by adding the condition node, synchronization nodes and an end node.

    Note
    • The nodes will be rectangular in shape and are added in a fixed position, that is, you cannot move the node using a mouse.

    • The orientation of nodes is set to vertical without the option to switch or rearrange the nodes.

    • A decision tree only supports automatic activities (except Export and Transfer); it does not support manual activities.

    • The Capture activities are not be available for a decision tree.

  8. Release the decision tree.