The following steps explain how to add a new decision table to a policy.


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 + icon on the right of the table tab headers to open the Add new Decision Table dialog


  • Enter details for the new table
  • The Actions drop down defines the primary action for the new table.
    Options include:
    • Assign Owner 
    • Convert lead
    • Assign to Territory
    • Assign Team Member
    • Merge Record
    • Update Object
    • Create Object
    • Delete Object
    • Match Profile
  • The Applies to selection lets you choose the main record to which the table applies, as reached from the main record for the policy.
    • You can expand the tree by clicking Show more relations
      • Nested relationships can also be expanded
    • Lookups contains relations linked via a Lookup field (1 : 1)
    • Child Relationships includes Related Lists (1 : many)
    • Some examples
      • For a Contact policy, you can update fields on the related account by selecting the Account lookup relation 
      • To create a Profile Match table for the Tasks related to the Contact, select the Tasks Child Relationship:

  • Display order: determines where the new table will display in the Business Policy
  • Execution order: determines when the new table will be processed (relative to other tables)
    • By convention, tables should be processed right to left
  • Click Add to create an empty table with the selected action
  • You can customize the new table by adding additional action or condition columns
  • When the table is completely configured, click Save
    You should see the new table appear in the policy
  • Enter values into the table if desired
  • Click Next, and optionally run some tests 
  • Click Next, enter a label and notes for the new version, then save it as a draft, commit, or commit and activate