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Manage the catalog of decision units, versions, and models from the Management workbench. All guides on this page require Management access. To execute models, see Management – Execute Rules. The Management workbench uses a left sidebar with Dashboard, Decision Units, Upload DMN, and Execute Rules — the sections below match those entries.

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Dashboard

Management dashboard The Dashboard is the default screen of Management. It shows six metric cards: Each card is clickable and links to its detail screen.

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How to view dashboard metrics

Steps:
  1. Open Management → Dashboard (the default screen).
  2. Read the metric cards (see the table above).
  3. (Optional) Click a card to jump to its detail screen.
Verify: Cards display current numbers and an “Updated at <time>” timestamp.

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How to refresh dashboard statistics

Pull the latest metrics on demand. Steps:
  1. On the Dashboard, click Refresh Statistics.
Verify: Metrics update and the “Updated at” time changes.

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Decision Units

Decision Units table
Units aren’t created emptyA decision unit comes into existence only when you upload DMN models. The “Create Decision Unit” button on the dashboard simply opens the Units page.
Every unit row exposes the same controls. The how-tos below use them by name:

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How to find a decision unit

Locate units by name, date, or status. Steps:
  1. Open Management → Decision Units.
  2. Type in Search, and/or use the Date and Status filters.
  3. Sort by clicking column headers; click Clear filters to reset.
Verify: The table narrows to matching units.

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How to enable or disable a decision unit

Make a unit’s models available (or not) as API endpoints. Steps:
  1. On Decision Units, find the unit’s row.
  2. Toggle the STATUS switch (shows ENABLED/DISABLED).
Verify: The switch reflects the new state.

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How to view a unit’s versions and models

Drill into a unit to manage its versions and models. Steps:
  1. On Decision Units, click the unit row (or the eye icon).
Verify: The versions page opens, listing versions on the left.

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How to edit a unit’s description

Update a unit’s descriptive text. Steps:
  1. On Decision Units, click the pencil icon in the unit’s ACTIONS column.
  2. Edit Description and click Save Changes.
Verify: The new description shows in the table.

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How to delete a decision unit

Permanently remove a unit and all its versions/models.
Cascade deleteDeleting a unit removes every version and every model inside it. The dialog shows the cascade count before you confirm — read it. If a 409 conflict appears (the unit is in use), you’ll be offered a force-delete option that bypasses the check.
Steps:
  1. On Decision Units, click the trash icon in the unit’s row.
  2. Review the cascade warning and click Delete.
  3. If a conflict appears, confirm the force-delete option.
Verify: The unit disappears from the table.

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Upload DMN

Upload DMN screen

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How to upload DMN models

Bring DMN models into the workbench from a ZIP archive. Prerequisites: A .zip of DMN models. Steps:
  1. Open Management → Upload DMN.
  2. Drag the ZIP onto the dropzone or click Select File.
  3. Click Proceed to Upload.
Verify: A success card shows the created unit, version, and model count.

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How to activate uploaded models

Turn freshly uploaded models into live API endpoints. Prerequisites: A successful upload that produced models. Steps:
  1. In the post-upload Activate DMN Models dialog, click Activate Models (or Skip for Now).
Verify: The unit, version, and each model are enabled; you can then click View Units.

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Versions & Models

Versions and models page The versions page is split: versions on the left (one card per version), models on the right (one card per model inside the selected version). Both card types expose the same kinds of controls:

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How to manage versions of a unit

Browse, filter, and act on a unit’s versions. Prerequisites: On a unit’s versions page. Steps:
  1. Use Search, the Status filter, or the sort dropdown in the left panel.
  2. Click a version card to load its models on the right.
Verify: The version list filters/sorts and the selected version’s models appear.

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How to enable or disable a version

Control whether a whole version is live. Steps:
  1. On a version card, click the status control (tooltip: “Click to change the version status”).
Verify: The version status updates.

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How to delete a version

Remove a single version of a unit. Steps:
  1. On the version card, click the trash icon.
  2. Confirm in the delete dialog.
Verify: The version disappears from the list.

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How to enable or disable a model

Toggle an individual model within a version. Prerequisites: A version selected. Steps:
  1. On the model card (right panel), toggle the status control. (The parent unit/version auto-enable if needed.)
Verify: The model status updates.

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How to edit a model’s description

Annotate a specific model. Steps:
  1. On the model card, click the pencil icon.
  2. Edit the description and save.
Verify: The description updates.

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How to delete a model

Remove a single model from a version. Steps:
  1. On the model card, click the trash icon and confirm.
Verify: The model disappears from the list.

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How to open a model in the editor from the version page

Jump from a managed model into the authoring editor. Prerequisites: Authoring access to edit. Steps:
  1. On the model card, click the external-link icon (Open model).
Verify: A new tab opens the editor for that model.

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How to execute a model from the version page

Quickly send a managed model to the execution screen. Prerequisites: The model enabled. Steps:
  1. On the model card, click the play icon (Play model).
Verify: The Execute Rules screen opens for that model.

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How to visualize a model

Inspect a model’s overview, DMN XML, JSON schema, and diagram. Steps:
  1. Open the model’s Visualize view (for example, from a model’s actions).
  2. Switch among the tabs: Overview, DMN XML, JSON Schema, Visualize.
Verify: Each tab renders its content (the JSON Schema tab fetches the model schema).