Using the "Simple decision matrix" option

  1. Specify the decision matrix columns:

    Parameters to Check

    In this section, choose which workflow parameters must be used in the evaluation of the decision matrix conditions.

    1. Click to open the Parameters to Check drop-down-list box. The list of workflow parameters is displayed.
    2. Select one parameter. The parameter name is added as a column name to the decision matrix.
    3. Repeat until all parameters to be checked are added.
    4. To remove one column, click to open the Parameters to Check drop-down-list box and cancel the selection of the parameter name to be removed.

    Parameters To Set

    In this section, choose which workflow parameters must be used in the assignment section of the decision matrix:

    1. Click to open the Parameters to Set drop-down-list box. The list of workflow parameters is displayed.
    2. Select one parameter. The parameter name is added as a column name to the decision matrix.
    3. Repeat until all parameters to be set are added.
  2. Add decision matrix rows:
    1. Click the + ADD button. An empty row is added.
    2. Click the Edit icon button in each cell to edit its content.
    3. To edit the Parameters to Check, a condition builder dialog with these choices is displayed:
      • Any Value
      • Parameter Comparison
      • Parameter Value Comparison
      The condition types Parameter Comparison and Parameter Value Comparison are similar to the workflow conditions of this type. If the condition type Any Value is used, the comparison evaluates to True.
    4. All conditions that are specified in the cells on the same row in a decision matrix are joined by logical AND implicitly. At evaluation time, the decision matrix row evaluates to True if all comparison conditions on the same row evaluate to True.
    5. To edit the Parameters to Set, a dialog is displayed to specify the value for the parameter with the options:
      • Keep original value
      • Set value to…
      To set the parameter to a specified value, you can only specify a value of the same data type as the parameter to be set.
    6. Add more rows to the decision matrix to enter several conditions to be evaluated and corresponding values to be set. Combined conditions that are represented by each table rows are joined together with a logical OR at evaluation time.
    7. To remove a selected row, click Remove.
    8. Use the arrow buttons at the right side of the decision matrix to change the order of the rows. At evaluation time, the first decision matrix row that evaluates to True is sought.
    9. The decision matrix evaluation result is the values for parameters to be set from the row that evaluated to True. If none of the rows evaluates to True, no changes are made to the values of the parameters to be set.
    10. Save the workflow model to save the decision matrix configuration.

Example:

You create a decision matrix to calculate the shipping fee and whether insurance is required for sending a package, based on its weight and value. This table shows the parameters that are required for the workflow:

Parameter Data Type
Weight Decimal
Value Decimal
Insurance Boolean
ShippingFee Decimal

This table shows a possible decision matrix for this workflow:

Parameters to check Parameters to set
Weight Value Insurance ShippingFee
<= ‘800.0’ < ‘150.0’ False 3.5
> ‘800.0’ < ‘150.0’ False 12.0
>= ‘150.0’ True 20.0

At evaluation time, these are possible results:

  • For a package with Weight 700 and Value 120, no Insurance is required and ShippingFee is 3.5.
  • For a package with Weight 500 and Value 170, Insurance is required and ShippingFee is 20.