Attaching a Decision Group to an item

A Decision Group is a list of item(s) or free text related to a lead item. It can have a default choice, and only one value can be selected. Typically, a decision group is used for simple, essential decisions or common modifications.

Learn when to use a text decision or an item decision here

Follow these steps below to add a Decision to an item:

Through the Lead Item is usually used for attaching a group to one item

Through the Decision group is usually used for attaching a group to multiple items

Through the Lead Item

1. In Tabit Office, go to Menu > Items, search and select the relevant item

2. Then, select the Edit icon to the right of Decisions

   

3. Now, search and select the Decision Group you want to attach in the Find / Add Decision field

    

4. Select the name of the Decision Group to set a default decision if needed. Then select Save and Save again to update the item

     If no default option is set, users will be required to make a selection before proceeding. This is also called a forced decision

    

5. Don’t forget to select Publish on the top right to update the changes on Tabit platforms

   Now that you know how to attach a Decision Group, learn how to edit it here

Through the Decisions Group

1. In Tabit Office, go to Menu > Decisions. Search and select the relevant Decision and select the Edit icon

   

2. Under the Items tab, select Attach to Items. Set a default decision if needed, then select Save

     If no default option is set, users will be required to make a selection before proceeding

    

3. Search and check the boxes next to the item(s) you would like to attach the group to

4. Then select Add

    

5. Once added, the item(s) will display with a Refresh icon on the left

6. Select Save to update the item(s)

    

7. Don’t forget to select Publish on the top right to update the changes on Tabit platforms

   Now that you know how to attach a Decision Group, learn how to edit it here