The following steps explain how to add a condition column to a decision table.


Note: you can click the Help for this page link at the top of any page to get additional details on each step.


Steps:

  • Navigate to the detail page for the policy you want to edit
  • Click Edit to open the policy editor wizard


  • Click the gear icon at top right of the table to edit the policy configuration


  • Select the table to which you would like to add the column


  • Select a column from the Available columns and click the arrow icon to add it to the Columns in use.
    Note that you can virtually use any field (standard or custom).


  • If necessary, locate the field in the Columns in use section and move it to the desired location using the up or down arrows


  • Edit the match condition and other properties as needed


  • Click Save to save the policy configuration
    You can now enter values into the new column


  • When you have added values for all applicable rules, click Next to move to the Test Console 


  • Select some sample leads and click Run Test to test your new condition


  • If the results are as expected, click Next again to proceed to the final page of the wizard

  • Enter a version label and notes and click one of the following:

    • Save as Draft: saves your changes but allows you to continue editing them later

    • Commit: creates a new policy version that is no longer editable, but does not yet change the default active version

    • Commit and Activate: immediately activates your new rules. Any new records processed by this policy will use the new rules.