Create the Initiate transaction tracking guidance

Create the Initiate transaction tracking guidance by configuring inputs, outputs, preview experience and detail experience.

Before you begin

Role required: sn_gd_guidance.guidance_manager

Procedure

1. Navigate to All > Guided Decisions > Guidances.
2. Create a guidance.
   1. Select New in the Guidances list.
   2. In the Name field, enter Initiate transaction tracking.
   3. In the Description field, enter Guidance for tracking the failed credit card transaction.
3. Create the following inputs for the guidance.
   Inputs are the variables or information that the system needs to perform the guidance. You can use inputs in multiple places such as the guidance preview experience and the guidance actions.
   1. In the Guidance Input tab, select New for each input.
   2. Create the following inputs and select Submit.

      Table 1. Guidance inputs

      Label	Type	Reference	Order	Is form field
      Cardholder name	String	-	100	true
      Task	Reference	Case	200	false
      Credit card number	Integer	-	300	true
      Transaction ID	Integer	-	400	true
      Date and time of transaction	Date/time	-	500	true

4. Optional: Create an output for the guidance.
   Outputs are the desired result of the guidance action. For example, if a guidance action creates a case task, the output of that action can return a reference to the case task that was created.
   1. In the Guidance Output tab, select New.
   2. In the Label field, enter Case number for transaction tracking.
   3. In the Type field, select Reference.
   4. In the Reference field, select the Case table.
   5. Select Submit.
5. Configure the preview and detail experiences.
   For more information, see Configure guidance detail experience.
6. Select Submit.

What to do next

Configure a guidance action that an agent can take while initiating transaction tracking.