Create a decision tree for troubleshooting a failed transaction

task australia Updated Sep 10, 2026 1 min read create-decision-tree-credit-card-transaction-failure.md
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Help Anita create a decision tree that agents can use to troubleshoot a failed credit card transaction. After this step, the decision tree can be configured in Decision Tree Builder.

Before you begin

Role required: admin, sn_gd_core.decision_tree_author

Procedure

  1. Navigate to All > Guided Decisions > Decision Trees.

    [Omitted image "nav-decision-tree.png"] Alt text: Navigation to decision tree in the navigation side bar.

  2. Select New on the Decision Trees list.

  3. On the form, fill in the fields.

    Field Description
    Name Type Troubleshoot credit card transaction failure.
    Action Label Type Troubleshoot.
    Description Type Decision tree to help agents troubleshoot a credit card transaction failure.
    Title Type Troubleshoot credit card transaction failure.
    Question font size Enter the desired font size for the questions in the guided decision tree. Example: 14
    Show a dismiss button Select this check box if you want the Dismiss button to appear on recommendation for the agent.

    [Omitted image "create-decision-tree-example.png"] Alt text: The new record form to fill in the decision tree details.

  4. Select Submit.

    The Open in Builder button is shown.

What to do next

Configure the start node to ask for the user, card, and transaction details and determine if any amount was debited.

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