Migrating a decision matrix to Business Rules

You can migrate an existing configuration of a simple decision matrix to Business Rules.

  1. Go to ION Desk > Monitors & Workflows > Workflows.
  2. Open the workflow model that contains the decision matrix. If the workflow is active, you must deactivate it.
  3. Select the Decision Table step.
  4. In the Decision Table Properties panel, verify if the Simple decision matrix option is selected and click Export.
  5. Confirm the matrix export to Business Rules when asked.
    In Business Rules, a new matrix of type Decision Matrix is created with the name <workflow name>_decisionmatrix. The migrated matrix contains the same parameters as the simple decision matrix, the same names and the same data types as in workflow.
  6. Review this matrix in Business Rules.
  7. If required, change the matrix name and the parameter names before activating.
  8. Submit the matrix for approval.
  9. Approve and activate the matrix.