Configure decision tables for License and Permit Playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Use decisions tables to simplify the pricing configuration of a license or permit request that depends on multiple factors. Decision tables provide a single point where you can create, view, and modify pricing and dependent attributes.

    Before you begin

    Role required: admin

    About this task

    In decision tables, each factor is a decision input. For example, if your agency is setting the price of a fishing permit, these inputs might include the location where the permit is being requested, the type of fish (one or multiple) that a fishing permit is being requested for, and the size of the fishing boat. Using a decision table can allow agents to present pricing in a straightforward manner, even when it depends on multiple factors.

    Procedure

    1. Identify which table fields in the License and Permit record will affect the fee associated with the license or permit request.
      For example, each type of fish under the fishing permit record has a different fee associated with it. These are examples of table fields that affect the total fee associated with the permit request.
    2. Navigate to All > System Definition > Decision Tables.
    3. Select New.
    4. Enter a name for the decision table​ and ensure the table is accessible from All Application Scopes.​
    5. Select Create & Continue.
    6. Select Add to add an input.
    7. Create an input ​with Case as the label, Reference as the type, and License & Permit case extension tableas the table.
    8. Select Add result column to add the pricing column​.
    9. Set the column label to Price, and​ set the result type to Currency.
    10. Select Done.
    11. Select Add condition column.
    12. Set the input to Case, and set the Data to evaluate to Field.
    13. Select the drop-down menu under Field, and select the field that is associated with pricing.
    14. Select Done.
    15. Select Add New Decision Row.
    16. Select the new table cell that was added under the Field label column and ensure the operator reads “is”.
      If the field type is choice, the input value cannot be “None”. Select the appropriate choice input from the dropdown menu. If the field type is true/false, the input value should be true.
    17. Select the new table cell that was added under the Price column, and​ enter the price associated with the field value​.
      If the field type is choice, repeat steps 15-17 for each option of the choice​.
    18. Optional: Select the plus icon that appears below Results, and choose Add Condition Column to add another pricing field.
      Repeat until all pricing fields are added.
    19. Select Save to save the decision table, then select Close.

    Result

    The decision table is now created and can be associated with the License and Permit case type. For more information on how to do this, see Associate a decision table with a License & Permit case type​​.