Decision models

Decision models are scalable and reusable assets that streamline and centralize complex conditional business logic. Decision models allow teams to improve consistency and reduce maintenance by building logic once and reusing it across multiple recipes and projects.

EARLY ACCESS FEATURE

Decision models are in early access. Decision models are under active development and may change. To join the early access program, contact your Customer Success Manager and ask them to add you to the early adopters list.

You can call a decision model in a recipe using the Decision Models by Workato connector's Make decision action.

Decision models include the following components:

• An input node that defines the input schema for the model and the Make decision action.
• Decision table nodes that use business rules to evaluate fields.
• Conditional branches that direct the logic flow between nodes.
• A Model fields sidebar that defines the data to move between connected decision tables.
• Output nodes that define the fields to return in the Make decision action.

Refer to the following sections for more information:

• Decision tables
• Create a decision model
• Decision Models by Workato connector
• Role-based access control

Decision tables

Decision tables use business logic to evaluate fields from an input node or the outcome of a different decision table. Each row in a decision table defines a set of conditions and outcomes. Decision tables evaluate fields against the conditions in each row sequentially. Field evaluation begins at the top of the table and progresses down to the bottom of the table. The evaluation stops and the table returns that row's Outcome values if the input values meet every condition in the row. You can configure a Default outcome to return for each output field if the input values don't match the conditions in any row. You can use a table's outcomes as inputs for the next node.

Example decision table for routing marketing leads

Limitations

Each decision table supports a maximum 2,000 rows, 20 input columns, and 20 output columns per table.

Available operators

The operators available for a condition vary depending on the column's data type.

String

The following operators are available for the String data type:

• Any
• Contains
• Does not contain
• Starts with
• Does not start with
• Ends with
• Does not end with
• Equals
• Does not equal
• Is not empty
• Is empty

Integer

The following operators are available for the Integer data type:

• Any
• Equals
• Does not equal
• Greater than
• Greater than or equal to
• Less than
• Less than or equal to
• Is not empty
• Is empty
• Is between
• Is not between

Decimal

The following operators are available for the Decimal data type:

• Any
• Equals
• Does not equal
• Greater than
• Greater than or equal to
• Less than
• Less than or equal to
• Is not empty
• Is empty
• Is between
• Is not between

Boolean

The following operators are available for the Boolean data type:

• Any
• Is true
• Is false

Date

The following operators are available for the Date data type:

• Any
• Equals
• Does not equal
• Is before
• Is after
• Is on or before
• Is on or after
• Is not empty
• Is empty
• Is between
• Is not between

Date time

The following operators are available for the Date time data type:

• Any
• Equals
• Does not equal
• Is before
• Is after
• Is on or before
• Is on or after
• Is not empty
• Is empty
• Is between
• Is not between

Create a decision model

Complete the following steps to create a decision model:

1

Create a new project or select an existing project.

2

Click Create.

3

Select Decision model. Select Decision model

4

Enter a Decision model name. Enter a Decision model name

5

Use the Location drop-down menu to select the project where you plan to store the decision model.

6

Click Start building. The decision model builder opens.

7

Refer to the Configure a decision model section to create input and output fields, then configure the decision table node.

Configure a decision model

You can access decision models from Assets > Decision models or from within a specific project.

Refer to the following guides to configure a decision model:

Create an input field

Input fields define the data that enters your model. You can use these fields as inputs in any node.

Complete the following steps to create an input field:

1

Select a decision model and click Edit model. Click Edit model

2

Select the Input node you plan to configure.

3

Click + Add field if there are no existing fields. Otherwise, click + (Create field). Create a new field

4

Enter a Field name and Field label that identifies the field. New field configuration

5

Select the field's Data type. Refer to the Available operators section to see the condition operators each data type supports.

6

Optional. Enter a Hint that explains the field.

7

Optional. Click the Set as required toggle to make the field mandatory.

8

Click Create field.

9

Click Save.

Delete an input field

Note: You can't delete an input field that's in use. You must remove the field from all nodes before you can delete it.

Complete the following steps to delete an input field:

1

Select a decision model and click Edit model. Click Edit model

2

Select the Input node you plan to configure.

3

Hover over the field you plan to delete.

4

Click Delete field. Click Delete field

5

Click Delete in the confirmation modal.

6

Click Save.

Create a model field

Model fields define the data to move between connected decision tables. Complete the following steps to create a model field:

1

Select a decision model and click Edit model. Click Edit model

The Model fields sidebar displays by default when a node isn't selected. The Model fields sidebar

2

Click Create field.

3

Enter a Field name and Field label that identifies the field.

4

Select the field's Data type. Refer to the Available operators section to see the condition operators each data type supports.

5

Optional. Enter a Hint that explains the field.

6

Click Create field. You now can add this field to the outcome of a decision table.

Configure output fields

Complete the following steps to configure output fields:

1

Select a decision model and click Edit model. Click Edit model

2

Select the Output node you plan to configure.

3

Click Select fields.

4

Select which Input and Model fields to return from connected nodes.

5

Click Apply changes.

Create conditional branches

Complete the following steps to add conditional branches to a decision model:

1

Select a decision model and click Edit model. Click Edit model

2

Go to the Toolbar and drag a Conditional branch node into the model builder. You can click x to collapse the toolbar or + to expand it.

3

Click and drag between edges to configure the order of nodes. You can hover over a node connection and click Delete edge to remove it.

Add the conditional branch to the model flow

4

Refer to the If conditions documentation to configure the node.

Create a Decision table node

Complete the following steps to create a Decision table node:

1

Select a decision model and click Edit model. Click Edit model

2

Go to the Toolbar and drag a Decision table node into the model builder. You can click x to collapse the toolbar or + to expand it.

3

Click and drag between edges to configure the order of nodes. You can hover over a node connection and click Delete edge to remove it.

Add the node to the model flow

4

Refer to the Configure a Decision table node section to configure the node.

Configure a Decision table node

Complete the following steps to configure a Decision table node:

1

Select a decision model and click Edit model. Click Edit model

2

Select the Decision table node you plan to configure.

3

Optional. Edit the automatically generated table Name. Decision model node configuration

4

Optional. Enter a Description for the table.

5

Click Save to save your changes or click Configure table to open the decision table. The decision table must have at least one input and output field before you can open it.

Configure a decision table rule

Complete the following steps to configure a decision table rule:

1

Select a decision model and click Edit model. Click Edit model

2

Select the Decision table node you plan to configure. Decision model node configuration

3

Click Configure table to open the decision table. The decision table must have at least one input and output field before you can open it.

4

Create a new rule using one of the following methods:

• Click +.
• Press Shift and Enter.
• Press Ctrl and click on a row's number, then click Insert rule above or Insert rule below.

Create a new rule

5

Optional. Enter a name for the rule in the Rule name column.

6

Complete the following steps to configure each cell in the Conditions section:

1

Select the cell you plan to configure.

2

Select an operator from the drop-down menu. Refer to the Available operators section to see the operators available for each data type. Cells default to the any operator, which matches any inputs provided.

Select an operator from the drop-down menu

3

Enter a value to compare against the input using the operator.

7

Enter an output value for each cell in the Outcomes section.

8

Optional. Enter a Default outcome to return for each output field if no rules match the inputs provided.

Enter a Default outcome for each output field

Decision Models by Workato connector

The Decision Models by Workato connector allows you to integrate decision models into your recipes.

Make decision action

The Make decision action evaluates inputs using your selected decision model.

Input

Input field	Description
Model name	Select the model to call.
Input values	Provide values for the model's input fields.

Output

Output field	Description
Output	Contains the outcome values defined in the first row that met all conditions.
Visited	Contains information about the decision process such as the Input provided by the recipe and the decision model's ID.

Role-based access control

You can configure the following decision model permissions using collaborator and project roles:

• Full access

• Grants all decision model permissions.

• View

• View decision models and decision tables.

• Edit

• Edit decision models and decision tables.

• Create

• Create decision models and decision tables.

• Delete

• Delete decision models and decision tables.

Workato's default system roles provide the following permissions:

Collaborator role	Full access	View	Edit	Create	Delete
Admin	✔	✔	✔	✔	✔
Analyst	✔	✔	✔	✔	✔
Operator	❌	✔	❌	❌	❌

Project role	Full access	View	Edit	Create	Delete
Project Admin	✔	✔	✔	✔	✔
Project Operator	❌	✔	❌	❌	❌
Builder	✔	✔	✔	✔	✔
Advanced Builder	✔	✔	✔	✔	✔