Configuring decision tables

Workflow Studio is installed automatically with each family upgrade. By updating to the latest version of Workflow Studio, you have the latest updates to Decision Tables. Configure Decision Tables and assign roles to your staff based on the permission level they require.

For more information, see Update to the latest version of Workflow Studio.

Decision tables personas and roles

The responsibilities of your staff are controlled by roles assigned to each member. Personas aren’t explicitly part of decision tables in Workflow Studio, but administrators assign roles to give team members permission to configure or use decision tables.

Personas and roles

Review the personas and roles used in decision tables in Workflow Studio.

Decision table admin

The decision table admin can create and edit any part of a decision table. The admin may make high-level decisions about when a decision table is needed, create the table, and then pass on the work of authoring the rules in the table to someone else. Decision table admins are the only persona who can create inputs and decision table columns and values.

Decision table reader

The decision table reader has read-only access to decision tables. They can't add or delete inputs, conditions, or results, but they can export a decision table to Excel.

Decision rule author

The decision rule author has the most access to update decision tables after the decision table admin. The admin may create a table with inputs and table columns and then pass on the rest of the work to the decision rule author. The decision rule author can add, rearrange, and delete decision rows and edit condition and result values in all rows and columns.

Decision result editor

The decision result editor can only edit result values in existing decision rows. The decision result editor may change a value based on a new business decision or policy.

Table 1. Decision table user roles and permissions

Role	Tasks
admin and decision_table_admin	Create, read, edit, and delete inputs and decision table columns and values.
decision_table_reader	Read-only access to inputs and decision table columns and values. In decision tables, users with this role can export decision tables to Excel.
decision_rule_author	Read-only access to inputs and decision table columns. In decision tables, users with this role can do the following: Add new decision rows Rearrange decision rows Delete decision rows Edit condition and result values in all rows and columns
decision_result_editor	Read-only access to inputs, decision table columns, and conditions. In decision tables, users with this role can edit result values in existing decision rows.