Add questions you want to ask your customers or instructions you want to provide to them 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
The start node is the first node in a decision tree. It contains a task input and a minimum of one question or instruction. You can configure one or more questions to ask customers or instructions to provide to them.
Procedure
-
Navigate to .
-
Select the decision tree from the list.
-
Select Open in Builder.
-
In Decision Tree Builder, select New node.
-
In the Node name field, enter a name for the start node.
- Optional:
In the Reference table field, select a table for the record type.
The table that you select for the task input does not 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.
-
In the Question 1 section, enter a question or instruction for customers.
You can add text formatting, images, or links using the controls at the top of the Question 1 section.
- Optional:
Make this question a required question by selecting the Required question field.
-
Select the type of answer for your question.
For a description of the answer types, see Answer types for questions.
The answer the customer provides to a question can be passed to other nodes and paths via input mapping.
- Optional:
Link inputs to reuse answers from prior nodes.
- Optional:
Add more questions or instructions.
-
Select Save and close.