Overview of Decisions Tab


The Decisions Tab views all Decisions you are partaking in any role. The tab consists of Decision Cards arranged by default by their phase in the Decision life-cycle. Different parts of the Decisions tab are:

  1. List Filters - Filter Decisions according to for example your Role or Pending Stance
  2. Life-cycle - Decision phases and amount of Decisions in each phase
  3. Decision Cards - See above
  4. Show All - Toggle Draft and Close phases in the life-cycle
  5. Decision search bar - Search for Decision Records
  6. Refresh
  7. What I Follow - Unfollow Decision Records*
  8. Search Filter
  9. View Switcher - Switch between Kanban (default), Schedule, Preview, List and Cards views
  10. Create a new Decision

*Salesforce automatically follows each Decision you are part of in Fingertip so that you can keep track of what is happening in the record. There are maximum limits set to how many objects can be followed so it is advisable to unfollow Decisions that are no longer relevant.

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