Lesson 2.3: Attaching a Decision Group to an Item Through the Decision Group

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 - usually used for attaching a group to one item

Through the Decision group (this article) is usually used for attaching a group to multiple items

Follow these steps below to add a Decision to an item through the Decision Group:

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

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  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

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

  2. Then select Add

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

  4. Select Save to update the item(s)

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  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