Adding Participants from a Decision Table
Updated on Aug 16, 2019
After a Record is created, it will have one or more participants. These are the people that can view and manage the Record.
In some cases, defining who the participants should be is basic. For example, maybe your App handles approvals, and the approval process always goes through the same three people every time. In this situation, you can use an Add Participant activity, which automatically assigns participants based on either a hardcoded email address that you type in when building the App, or Liquid decision making that outputs an email address.
In other cases, however, deciding which participants should be added to a Record may be significantly more complex. For example, perhaps there are 25 total users that are eligible to become participants on any given Record, and Onit should decide which one to add based on a complex combination of Field values. In this situation, you’ll want to prefer the more robust Add Participants from Table Action over the basic Add Participant Action.
The Add Participants from Table Action uses a Decision Table, which is just a specially-formatted Excel spreadsheet. When Add Participants from Table runs, it queries the Excel file for the participants that map to a combination of Field values, and then adds the appropriate participants accordingly. For example, if the area_of_law is Corporate, and matter_type is Finance, then add Jacob as a participant. If you have lot of Fields, participants, and/or possible combinations, working with a spreadsheet will be much easier.