Lesson 2.2: Attaching a Decision Group to an Item Through the Lead Item

Overview

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.

Items can have up to four decision groups. Learn how to create a decision group here

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

Two Ways to Add a Decision to an item:

Through the Lead Item (this article) - usually used for attaching a group to one item

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

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

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