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            Invoke a Decision Table with a Dataset Link

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            Invoke a Decision Table with a Dataset Link

            A decision table can evaluate records of an object selected as a dataset link in a decision table.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Loyalty Management or Rebate Management
            User Permissions Needed
            To create a flow: Manage Flow
            To invoke a decision table: Run Decision Tables
            Note
            Note Decision tables are also available as part of Business Rules Engine. If your org has Business Rules Engine enabled, see Decision Tables for Business Rules Engine.

            Before you invoke a decision table with a dataset link, ensure that the dataset link contains the mapping between the object fields and the decision table’s input fields.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. In the New Flow window, select a flow type.
            4. Select a layout.
            5. On the Elements tab, drag the Action element onto the canvas.
            6. Complete these steps in the New Action window, and then click Done:
              1. In the Category section, select Decision Table.
                The Decision Table category is available in the New Action window when at least one active decision table exists in Salesforce.
              2. Search for the decision table that you want to run.
              3. Select the search result that's suffixed with the name of the dataset link that you want to evaluate.
                A decision table can be associated with one or more dataset links. The search results are suffixed with the name of the associated dataset links. If you select a decision table with the associated dataset link’s name suffixed, the decision table provides outcomes for the records of the object specified in the dataset link.
              4. Provide a name for the Action element. The API name is autopopulated based on the name you enter.
              5. Specify the records whose field values the decision table must evaluate.
                Note
                Note
                • If the decision table contains input fields of the type Picklist (Multi-Select), provide only one value for evaluation in the Picklist (Multi-Select)-type fields. In the records that you specify for evaluation, ensure that only one value is provided in the fields that are mapped to the decision table's Picklist (Multi-Select) fields.
                • If the decision table contains an input field that groups the business rules, include the field in the dataset link.
                Invoke decision table with dataset link.
              6. Click Done.
            7. Use other elements in the flow to determine how the outcomes that the decision table provides are stored or processed later.
            8. Save and activate your flow.
            9. If your flow isn’t scheduled, run the flow.

            See Also

             
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