COBBLESTONE SOFTWARE

Contract Insight — User Guide

2. Adding a Decision Matrix

03. Admin User Manual › Decision Matrices › 2. Adding a Decision Matrix

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A new decision matrix is created from Surveys > Decision Matrices via the + Add button, which opens the same kind of header form seen on an existing matrix record: Name, Description, an Active toggle, and a Public toggle, alongside system-managed audit fields (Created By, Date Created, Decision Matrix ID, UpdatedBy, Date Updated). This QA environment's decision matrix records do not expose a separate, granular per-employee assignment picker on the record itself — the Public field is the closest visibility control found: a matrix's audience appears to be governed by this Public Yes/No flag rather than by an explicit list of named employees on the matrix record. Once created, a matrix's actual question content is built separately in the Decision Matrix Designer (reached from the list's builder icon), which is where the tree of questions, answers, and endings is assembled before the matrix is put to use.

2. Key Elements

A new decision matrix is created from the Decision Matrices list via + Add, using the same Name/Description/Active/Public header fields as an existing matrix record.
The Public toggle (Yes/No) is the visibility-related control found directly on a decision matrix record in this environment.
No separate, per-employee assignment list was found on the matrix record itself in this QA environment; audience/visibility appears governed at the Public-flag level rather than by naming individual employees on the record.
After a matrix is created, its actual question-and-branch content is assembled separately in the Decision Matrix Designer, reached via the builder icon on the Decision Matrices list.
Decision Matrix ID and audit fields (Created By, Date Created, UpdatedBy, Date Updated) are system-managed and not editable on the creation form.

3. Quick Reference Summary

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