Configuring Decision Builder
Decision Builder is installed automatically with each family upgrade. Update to the latest version of Decision Builder, and assign roles to your staff based on the permission level they require.
Update to the latest version of Decision Builder
Decision Builder is automatically installed on your instance. However, Decision Builder is a ServiceNow Store application, so to get the latest features, you must update your version manually to the most recent version.
Before you begin
Role required: admin
Procedure
- Navigate to .
- Find the Decision Builder application (sn_decision_design) using the filter criteria and search bar.
- Using the version list on the right, select the latest version of Decision Builder.
- Select Update.
Decision Builder 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 Builder.
- 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.
| 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:
|
| 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. |