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

   

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