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kenan@decisions.com

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11/30/2018
Topic:
Create Custom Masked Textbox

kenan@decisions.com
kenan@decisions.com
Administrator
Hello,

This example is showing a sample custom masked text box. I used a simple flow with a simple form only containing one Masked Text Box. If you open that form and click on that Masked Text Box and open properties on the right side, you will see the settings under Properties tab.

First of all, you should select "Custom" by using the Value Type drop-down menu. Below Value Type you will see some Regex coding (^\d{2}\-?\d{7}$). The regex coding is a sample for creating 99-9999999 format input for Text Box. You can change the "2" and "7" numbers in the coding to create your own "-" separated custom input. If you want to create new different format please refer to https://documentation.decisions.com/advanced-masked-textbox/ or https://regexr.com/

Below regex coding, you should write formatting in the Custom Display Mask field by using 99-9999999 format. If you don't fill Custom Display Mask, your form gives validation error to users, but can't show the required format according to your regex settings.


You can find screenshots and sample zip file as an attachment. I hope this example helps you to build your own Custom Masked Textbox.






edited by Kenan on 11/30/2018
edited by Kenan on 11/30/2018
edited by Kenan on 11/30/2018
12/4/2018
Topic:
Custom Mask Validations

kenan@decisions.com
kenan@decisions.com
Administrator


12/5/2018
Topic:
Data Repeater Form

kenan@decisions.com
kenan@decisions.com
Administrator
1. In this post, I have created a basic example Data Repeater flow. The flow includes the main form, a data repeater form and sub-flow for total amount calculation. You can download the attached project zip file to your computer and import it to your Decisions.



2. Important parts of the project are;

a. Embedding data repeater form to the main form,



b. Data naming and mapping of data repeater form,



c. Total amount calculation flow.



3. Please check the project file, if you have any comment or question leave a comment below.


Additional Sources:
https://documentation.decisions.com/push-data-form-data-repeater/
https://documentation.decisions.com/create-repeater-form-control/
edited by Kenan on 12/5/2018
edited by Kenan on 12/5/2018
12/6/2018
Topic:
Running a Flow on Dashboard

kenan@decisions.com
kenan@decisions.com
Administrator
You can link your flow or flows with your dashboard by using Page Elements > Actions menu. Under actions menu, you can find your previously created flows. When you expend a flow you will see three link category. These are "Run flow as button, Run flow as image and Run flow as link." Simply drag these items to your dashboard. You can customize their appearance according to your needs. Please check below screenshot about run flow links on the dashboard.

If you have any contribution, comment or question please use the comment section.


edited by Kenan on 12/6/2018
edited by Kenan on 12/6/2018
12/10/2018
Topic:
Rounding a Number

kenan@decisions.com
kenan@decisions.com
Administrator
In order to round a number, you have to use Round () function in the Evaluate Dynamic Expression step.


* Round (number, round number count after the comma) - for example Round (5.21365, 2) = 5.21


Please see below image about a basic Round function usage in Dynamic Expression.







Also, you can import the attached zip file to reach an example flow.



In the example flow input number:







output number:






If you have any question, contribution or comment please use below comment section.
edited by Kenan on 12/10/2018
12/11/2018
Topic:
Report Filtering by Using Form Data on a Dashboard

kenan@decisions.com
kenan@decisions.com
Administrator
This example project has a dashboard that has form and report components on it. The main idea is using form inputs to filter report viewer. You can see the dashboard screenshot below.



How to build?


1. Build a page with two component on it (Report Viewer and Flow Run Part)



2. Build Form Flow and link it to Flow Run Part on Dashboard



3. Build Flow Sourced Report and link it to Report Viewer on the Dashboard



4. Build Report Source Flow to fetch report data



Once you build and link these entities and link together your dashboard should work. For detailed data mappings and links please refer to the attached example project.

If you have any comment, question or contribution feel free to use the comment section below.
edited by Kenan on 12/11/2018
12/14/2018
Topic:
Form Header Distortion Issue

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

This is a change made to 5.X release for all forms. The action that I pointed you below is the bridge between the old form design header and the new style implemented in Decisions 5.x.



If you want to change the header style of your form please right click on your flow and select Set Forms Title Style. You can change height, background color, button color and text style of your form (see screenshots).


If you need additional setup for your forms, you can also go to your flow, click on your form and find Form Setup on the Properties panel (see screenshot).


I hope these setup properties solve your problem.







edited by Kenan on 12/14/2018
12/14/2018
Topic:
User Defined Assignment Emails

kenan@decisions.com
kenan@decisions.com
Administrator
AssigmentRunLink and ResponseID are represented as Form_Assignment URL and Form_Assignment Id in your shared flow. These variables have the same values. So you can use them in your shared Send Email flow. Please check below screenshot for details.


I hope this solves the problem. If you have any questions please let me know.




12/14/2018
Topic:
Email Tasking / Email Assignments

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,


I have explained how to create an assignment flow step by step below. If you need additional documentation please refer links at the bottom of the email.


1. First, create an initial form including your necessary form components. In my example, I created a basic form that requires the user to fill his first and last name.





2. Second, create a new form that contains previous components and additional components that assigned user should fill out. In my example, I added a number component in addition to previous form components. So, the assigned user should fill only number box, and he should see previously entered first and last name on the form. You can use the Data tab on the right to drag previously entered data. And also don't forget to select "Label of Data Value".



3. Once you finish with that go to your flow. Select your assignment form and fill out below-mentioned parts. You can customize your email template according to your needs.







4. When you check data mappings and run that flow, User-1 will fill out first and last name and will submit the form by hitting the button. Then User-2 (assigned user for form-2) will get an email about the assignment. He will then use the email text link to reach the second form which is already populated with first and last name data. He will provide the number and will submit and finish flow.


5. When you click on your assignment form in your flow, you will see "Assignment Setup" under the Properties tab. Please select Assignment Setup. You will see a pop-up menu. If you scroll down you will see Assignment Dates part. By using this part you can create "Warn, Late, Escalate and Expiration" reminders for your assignment. When you select any of them you will have a bunch of choices to choose from. You can select a constant date to implement reminder task or you can compute an automatic future date for your assignments (for example three days after assignment start date). Also, you can create a flow and customize your reminder notification by using this flow. Please see below screenshot and also for a detailed explanation please use below link to our tutorial documentation.








https://documentation.decisions.com/creating-a-task-from-a-flow/

https://documentation.decisions.com/creating-custom-assignment-notification-email/

https://documentation.decisions.com/handling-task-assignment-via-email-response-or-embedded-links-2/

https://documentation.decisions.com/using-assigned-forms-user-information-approval/

https://documentation.decisions.com/taking-action-upon-reaching-warn-late-andor-escalate-dates/
edited by Kenan on 12/14/2018
edited by Kenan on 12/14/2018
edited by Kenan on 12/14/2018
1/4/2019
Topic:
Issue with Chrome Off Portal View

kenan@decisions.com
kenan@decisions.com
Administrator
Hello,

If you are having a problem with your Chrome browser, first I want you to try the same settings with different browsers. If your Chrome Off settings works on different browsers then you have possible two cause so you have two solutions.

First, do not use previously set up Bookmarks while testing your Chrome Off view. Previously set up bookmarks using previously saved URL so it cannot reflect your new settings.

Second, disable your Google Chrome URL autocomplete options from Google Chrome Advance settings. Go to Settings -> Advanced -> Disable two prediction settings starts with (Use a prediction service...).

I hope these settings solves your problem.

Regards,



edited by Kenan on 1/4/2019
1/7/2019
Topic:
How to revert back my flow to a previous time?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

You can absolutely revert your flow back to a previous time by following the below steps.

1. Find your flow you want to revert.
2. Right-click to open the right-click actions menu.
3. Navigate to History/Documentation Actions->Open/View.
4. On the right-hand side, you will see a section called Older Versions. In this section find the correct modified date.
5. Right-click to open the actions menu again and select Restore From Backup.

Following these steps will revert your flow back to that previous time.



edited by Kenan on 1/7/2019
1/23/2019
Topic:
How to get WSDL for a flow service?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

Please go to flow properties. Under Settings select Service Settings. Then check the Create Service check box. After saving you can reach WSDL service by checking integration link.

Check below screenshots for more info.




edited by Kenan on 1/23/2019
1/29/2019
Topic:
How can I send a report by email based on outcome?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

In order to use Object is Null step you have to change your Run Report step's Return Data Option to Data Rows. When you use an Excel File or PDF File, the Run Report step is producing a blank file if even there is no data. So, Object is Null step is counting the input as False.

For your case, I can recommend using two Run Flow Step with different Return Data Options (one Excel File, one Data Rows). When you want to check the data condition use Data Rows option with Object is Null step. When creating email attachment use Excel or PDF file data return.

In order to use two Run Report steps for the same report source, you also have to change their Output name and make them different from each other. Once you have done above-mentioned arrangements and map the steps correctly, you should send emails correctly according to your report result. Please check attached images for reference.




edited by Kenan on 1/29/2019
1/30/2019
Topic:
How can I change Status Reason in Form Data Flow?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

You can use Fetch Entities and Save Entities steps in your Form Data Flow to fetch and change process data. Use Fetch Entities step to fetch Flow Tracking Folder Data. Once you fetch data use Create Data step to create your new constant Status Reason. Then map it to Save Entities step by using Input - Build Data option. This flow will change your status reason once you run. Check attached image for more info.

Thanks



edited by Kenan on 1/30/2019
1/30/2019
Topic:
How can I refresh page report on folder change?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,


You can absolutely set a report to be updated automatically based on a folder change. Please open your dashboard page in designer and click on the report that you want to be updated. Go to the Properties panel on the right of the screen and make changes according to attached screenshots.


First, you have to select the folder that providing data to this report. Then under Behaviour set "On Current Folder Change" and/or "On Contained Entity Change" options as checked. Once you have done with that setting your report will be updated automatically in any folder or entity in folder change.






edited by kenan@decisions.com on 5/7/2019
1/30/2019
Topic:
How can I change email template of create account?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

Please go to steps in your flow and type "OnUserAssignedToInstanceFlow". You will reach a subflow. You can select your company's email template by editing that subflow's email step properties panel. You may use below link to check how to create an email template. Thank you

https://documentation.decisions.com/creating-new-template/




edited by Kenan on 1/30/2019
1/31/2019
Topic:
Undelete a Flow

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

You can undelete any entity in Decisions. Simply go to the folder that you delete the flow.

* Click on Folder View on the right upper corner of your page.
* Click on Gear icon and select Change.
* On popup screen select All Folder Items (with deleted) and hit Pick Report.
* Find your deleted flow, right click on it and select Undelete Flow.

When you refresh that folder, you will see your flow again. Please refer attached screenshots for details.

Regards








edited by Kenan on 1/31/2019
1/31/2019
Topic:
Dynamically Populate Images on a Form

kenan@decisions.com
kenan@decisions.com
Administrator
Hello,

You can do that by using a simple truth table. Please check below screenshots for more info.

Regards








edited by Kenan on 1/31/2019
2/4/2019
Topic:
Value List Drop Down Menu on a Form

kenan@decisions.com
kenan@decisions.com
Administrator
Hi,

First of all, you have to create a value list by navigating to System > Designers > Data Structures folder. Once you select this folder use bottom action items and navigate to All > Add > User Defined Types > Value List.

On the popup menu define your Type Name and Values and save. The most important part here to write down your Data Type Full Name. Because you will need it later in your flow while mapping. Full Data Type Name example: "Designers.DataStructures.TestValueList". You may check link for documentation about creating Value List for more info.

The second step will be to fetch value list in your flow. So, go to your flow and navigate in steps menu to Integration > Internal Services > DataStructureService > GetEnumValuesByName. Drag that step to your flow and connect to your form. Use above mentioned Full Data Type Name as input name.

Now, go to your form and map the output data name of GetEnumValuesByName step to your form components (drop-down menu or radio button menu). That will complete your setup and once you run your flow you will see your value list on menu options of drop down / radio button components.

Please check below example screenshots for reference.

Thanks.



















edited by Kenan on 2/4/2019
edited by Kenan on 2/4/2019
2/4/2019
Topic:
How to change/remove Flow Completed notification?

kenan@decisions.com
kenan@decisions.com
Administrator
Hi.

You can remove Flow Completed notification by using End Form step in your flow. If you just want to use a form in your flow you can use End Form with a Close button. When you run your flow you will not get any notification.

If you want to show a custom notification to your user, you can add End Form after your main form and create your notification inside of End Form.

Please check below screenshots for a custom notification.

Regards.










edited by Kenan on 2/4/2019
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