---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure the start node for cardholder and transaction details

# Configure the start node for cardholder and transaction details {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Add questions to ask for credit cardholder details and transaction details and configure answer types in a start node in Decision Tree Builder.

## Before you begin

Role required: admin, sn_gd_core.decision_tree_author

## About this task

In the question node, you can add the questions that you want to ask customers or details that you want to collect. For example, you can ask for the type of credit card or whether any amount is debited. Based on the answers
provided, the path to a next question or guidance node is taken.

## Procedure

1. Select Open in Builder.  
   The new decision tree opens in Decision Tree Builder in a new tab.
2. Select New node, which is a start node of your decision tree.
3. In the Node name field, enter <kbd class="ph userinput">Ask card holder and transaction details</kbd>.
4. In the Input section, in the Reference table field, select the Case table.  

   The reference table doesn't necessarily have to be a task table. For example, you can select a case, incident, or interaction table for the record context to recommend this decision tree in a
   workspace.  
   Note:  
   You must select the same table as the reference table for the context record in Recommended Actions.
5. Configure question 1.
   1. In the Question or instruction field, type <kbd class="ph userinput">Enter your name</kbd>.
   2. Make this question a required question by selecting the Required question field.
   3. In the Type of answer field, select String.

   {#ask-card-holder-and-transaction-details__substeps_ojx_wjs_xxb}  
6. Configure question 2.
   1. Select the Add question button.
   2. In the Question or instruction field, type <kbd class="ph userinput">Enter your credit card number</kbd>.
   3. Make this question a required question by selecting the Required question field.
   4. In the Type of answer field, select Integer.

   {#ask-card-holder-and-transaction-details__substeps_irx_3ls_xxb}  
7. Configure question 3.
   1. Select the Add question button.
   2. In the Question or instruction field, type <kbd class="ph userinput">Enter the transaction ID</kbd>.
   3. Make this question a required question by selecting the Required question field.
   4. In the Type of answer field, select Integer.

   {#ask-card-holder-and-transaction-details__substeps_yyz_2ns_xxb}  
8. Configure question 4.
   1. Select the Add question button.
   2. In the Question or instruction field, type <kbd class="ph userinput">Select the card type</kbd>.
   3. Make this question a required question by selecting the Required question field.
   4. In the Type of answer field, select Choice.
   5. In the Label field, enter <kbd class="ph userinput">Visa</kbd> for the first option in the list.
   6. Select Add choice.
   7. In the Label field, enter <kbd class="ph userinput">MasterCard</kbd> for the second option in the list.
   8. Select Add choice.
   9. In the Label field, enter <kbd class="ph userinput">Meestro</kbd> for the third option in the list.

   {#ask-card-holder-and-transaction-details__substeps_aqh_fns_xxb}  
9. Configure question 5.
   1. Select the Add question button.
   2. In the Question or instruction field, type <kbd class="ph userinput">Select date and time of the failed transaction</kbd>.
   3. Make this question a required question by selecting the Required question field.
   4. In the Type of answer field, select Date/time.

   {#ask-card-holder-and-transaction-details__substeps_e54_fns_xxb}  
10. Configure question 6.
    1. Select the Add question button.
    2. In the Question or instruction field, type <kbd class="ph userinput">Has any amount been debited?</kbd>.
    3. Make this question a required question by selecting the Required question field.
    4. In the Type of answer field, select True/False.

    {#ask-card-holder-and-transaction-details__substeps_h2v_fns_xxb}  
11. Select Save and close.

## What to do next

[Add paths and configure conditions for transactions](https://www.servicenow.com/docs/Bp5CymexryOewGmqvdwsiw#configuring-paths-for-next-nodes "Configure paths with conditions to determine the next question or guidance node that is displayed in a decision tree.") when the next question or guidance node is displayed in a decision tree.