Summary
This guide explains how to create and manage decision tables, add rules and conditions, and trigger workflows to enhance automation. Learn how to define rules, conditions, and processing options to optimise your decision-making processes.
Prerequisites
• Access to the Admin panel in your automation system.
• Permissions to create and edit Decision Tables, Workflows, and Schemas.
Create a Decision Table
1. Go to Admin.
2. Click on Automation.
3. Select Decision Tables.
4. Click on + Create New Decision Table.
5. Enter the name of your decision table and click Save.
Add a Rule to a Decision Table
1. Go to Admin.
2. Click on Automation.
3. Select Decision Tables.
4. Click on the decision table you want to edit.
5. Click on + Add Rule.
6. Enter the name of your rule and click Save.
Step 3: Add Conditions to a Rule in a Decision Table
1. Go to Admin.
2. Click on Automation.
3. Select Decision Tables.
4. Click on the decision table where you want to add a rule.
5. Click on the pencil and paper icon for the rule you want to edit.
6. Click on Add Conditions to define the criteria for the rule.
Trigger a Decision Table via a Workflow
1. Go to Admin.
2. Click on Automation.
3. Select Workflows.
4. Create a new workflow and drag the Action block into the workflow editor. Select Decision Table.
5. Save the workflow.
6. Click on Schemas.
7. Open the schema on which you want the decision table to run.
8. Go to the Automation tab.
9. Click Add Workflow.
10. Select a trigger type and choose the workflow created in Step 4.
Optional Settings
• Stop Processing Rules: To stop further rules from being evaluated after a rule is marked as true, enable this option at the bottom of the decision table.
• Default Rule: To set a fallback rule that runs if no other rules in the table are true, enable the Default Rule option (typically only available for the last rule in the decision table).
Troubleshooting
• Q: Why is my decision table not triggering?
• Ensure the workflow is correctly linked to a schema and has a valid trigger type.
• Q: My rule conditions aren’t applying correctly. What can I do?
• Double-check the conditions set for each rule and ensure they align with the product’s attributes or data.
• Q: The decision table stops processing rules unexpectedly.
• Check if the Stop Processing Rules option is enabled and disable it if not needed.
FAQ
Q: Can I edit a decision table after it has been created?
A: Yes, you can edit a decision table by navigating to it in the Automation section and modifying its rules or conditions.
Contact Support:
If you have any questions, please feel free to raise a ticket with the Pimberly Support Team: here.