Manage decision tables
This article describes how to create decision tables.
Create a decision table
To create a decision table, perform the following steps:
- Navigate to Platform > Custom Logic in the left navigation menu.
- Click Create Logic and then click Create from Blank.
- In the displayed Create New Logic dialog, complete the following information:
- Type: Select Decision Table.
- Name: Enter the decision table name. The name must be unique across all custom logics.
- Object: Select the related object.
- Effective Start Date: Specify the date and time when this decision table becomes effective.
- Effective End Date: Specify the date and time when this decision table becomes ineffective.
- Description: Enter the decision table description.
- Click Create. The decision table editor opens.
- Edit conditions in the editor:
- Select a field from the condition field dropdown list.
Available fields vary depending on the object you selected in step 3. For more information, see Objects and fields supported by Custom Logic. - Specify the operator and value for the field you selected.
- (Optional) Click the + icon in any of the condition columns and repeat steps a and b to add more conditions as needed.
- Select a field from the condition field dropdown list.
- Edit results in the editor:
- Select a field from the result field dropdown list.
Available fields vary depending on the object you selected in step 3. For more information, see Objects and fields supported by Custom Logic. - Specify the operator and value for the field you selected.
- (Optional) Click the + icon in any of the result columns and repeat steps a and b to add more results as needed.
- Select a field from the result field dropdown list.
- (Optional) Add new rows in the table:
- Click Add Row.
- Specify the operator and value for each condition and result column.
- Repeat steps a and b to add more rows as needed.
- Click Activate to create a decision table and activate it immediately. Alternatively, click Save to create a draft decision table.