Code
Each Decision Card requires a unique code of up to five characters. A short but meaningful code is best.
Description
Enter a description of the Decision Card.
Active?
Untick to prevent this Decision Card being available to new records.
Basis
Choose whether the decision will be based on:
| Basis | Description |
|---|---|
| Rules | Use a set of easily definable Rules |
| Script | Use a script to provide a more complex determination |
| Script with Rules | Use Rules and a script if you have set everything up as Rules and want to keep it that way, but need to resort to Scripting to achieve something |
Source
The 'Decision Source' defines what type of objects will be supplied to the Decision Card. For example "Client" will make available both the Client and the Client's Identification.