What is a Decision Board? Spring Release Features
Posted: Sat Dec 21, 2024 4:03 am
When processes reach a decision point, the answer isn’t always as simple as yes or no. Automated processes may need to consider dozens of factors to determine the next step: Should I approve this loan? Should I grant this leave request? Who do I contact to get approval?
Managing complex decisions and conditional logic can seem overwhelming. Especially on multi-screen process maps or business process management (BPM) platforms insurance email list that require advanced scripting skills.
Decision tables, a new feature in ProcessMaker Platform , make it easier to implement the logic that solves complex business rules.
In this article, we will cover the following points:
The definition of decision tables
How Decision Tables Facilitate Process Development
The advantages of decision tables
Best practices for decision tables
What is a decision table in process automation?
Decision tables allow you, as a process designer, to more easily visualize and diagram conditional logic. These are the thought processes that your automatons use to solve complex scenarios.
Imagine this simple, single-rule decision process. You create a vacation request form and want to black out a handful of dates.
You can define unavailable dates in a decision table. Let's say November 24, 2023, Black Friday, is a critical work date for your retail business. An employee submits this date and the system automatically knows it's unavailable. Display a message of your choice, such as "This date is unavailable."
a visual example of the results of implementing decision tables in process automation
On-site decisioning helps improve all kinds of sophisticated web forms and processing tasks:
Define countries that do not accept a certain level of travel or health insurance
Check account balance before approving a withdrawal
Set a credit score threshold for loan approval
Managing potentially fraudulent transactions
Evaluating the quality of an inbound sales lead
Evaluate warranty claims
Trigger appropriate reactions based on service level agreements or loyalty program status
Calculate insurance premiums based on a set of risk factors
Approve a purchase order if it is less than a certain amount
Suggest relevant products based on time of year
Identify the appropriate response to a customer service request
Accept/reject a request as part of a quality control process
Check if an email address already exists in your system
Determine which manager should sign based on the type of request
This tool makes it more user-friendly to visualize and adapt business rules without having to modify your process diagram.
Managing complex decisions and conditional logic can seem overwhelming. Especially on multi-screen process maps or business process management (BPM) platforms insurance email list that require advanced scripting skills.
Decision tables, a new feature in ProcessMaker Platform , make it easier to implement the logic that solves complex business rules.
In this article, we will cover the following points:
The definition of decision tables
How Decision Tables Facilitate Process Development
The advantages of decision tables
Best practices for decision tables
What is a decision table in process automation?
Decision tables allow you, as a process designer, to more easily visualize and diagram conditional logic. These are the thought processes that your automatons use to solve complex scenarios.
Imagine this simple, single-rule decision process. You create a vacation request form and want to black out a handful of dates.
You can define unavailable dates in a decision table. Let's say November 24, 2023, Black Friday, is a critical work date for your retail business. An employee submits this date and the system automatically knows it's unavailable. Display a message of your choice, such as "This date is unavailable."
a visual example of the results of implementing decision tables in process automation
On-site decisioning helps improve all kinds of sophisticated web forms and processing tasks:
Define countries that do not accept a certain level of travel or health insurance
Check account balance before approving a withdrawal
Set a credit score threshold for loan approval
Managing potentially fraudulent transactions
Evaluating the quality of an inbound sales lead
Evaluate warranty claims
Trigger appropriate reactions based on service level agreements or loyalty program status
Calculate insurance premiums based on a set of risk factors
Approve a purchase order if it is less than a certain amount
Suggest relevant products based on time of year
Identify the appropriate response to a customer service request
Accept/reject a request as part of a quality control process
Check if an email address already exists in your system
Determine which manager should sign based on the type of request
This tool makes it more user-friendly to visualize and adapt business rules without having to modify your process diagram.