Set Up a Decision Table

Integrated Care Management uses Decision Tables to process how assessment question responses and recommendations are mapped. Setting up the decision table must be the last step in your data setup for Integrated Care Management. If you map more responses and recommendations after you’ve set up a decision table, that decision table must then be refreshed.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To create, edit, and activate a decision table: System Administrator profile
  1. From Setup, enter Decision Tables in the Quick Find box, and then select Decision Tables.
  2. Click New.
  3. Enter a name, API name, and description for the decision table.
    The API name can contain only underscores and alphanumeric characters, and must be unique in your org for this entity. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. In managed packages, this field prevents naming conflicts for package installations.
  4. In the Source Object field, select Assessment Question Response Recommendation.
  5. Click Next.
  6. In the Assessment Question Version ID row, select Optional input in the Column Type field, and Equals in the Operator field.
  7. In the Omni Process ID row, select Optional input in the Column Type field, and Equals in the Operator field.
  8. In the Text Response row, select Optional input in the Column Type field, and Equals in the Operator field.
  9. In the Recommendation Reference ID row, select Output in the Column Type field.
  10. Click Next.
  11. Set the conditions and custom logic to All conditions are met (AND).
  12. Save your decision table.
  13. Once the decision table is created, click Activate.
    Activating the decision table can take several minutes. Once the process is complete, the decision table’s status changes to Active.

That’s it; you’re done. If you map more responses and recommendations after the decision table is set up, go back to the decision table and click Refresh.

To learn more about Decision Tables, see Decision Table.