Create a recommendation with the decision tree as an action type
Create a recommendation to select Troubleshoot credit card transaction failure decision tree as an action type.
Before you begin
Role required: sn_nb_action.next_best_action_author, admin
About this task
New recommendations can only be created inside the rules.
Procedure
-
Navigate to All > Recommended Actions > Contexts.
-
Select the Case context.
-
Select Active rule from the Rules related list.
-
In the Recommendations related list, select New.
-
In the New Recommendation screen, select A guided flow to follow to create a recommendation of type decision tree.
A new Recommendation form is displayed with the Rule, Context, and Action type fields auto populated.
-
In the Name field, enter
Troubleshoot credit card transaction failure. -
In the Action field, select the action.
The available actions are determined by the selection in the Action type field.
-
In the Action field, select the lookup icon.
In the resulting pop-up window, the Table name field is auto populated with the table that stores the available actions for the selected action type.
-
In the Document field, select the Troubleshoot credit card transaction failure decision tree by clicking the lookup icon.
For more information about how to create this decision tree, see Create Troubleshoot credit card transaction failure decision tree.
-
Select OK.
-
-
In the Recommendation hint field, enter
Troubleshoot credit card transaction failure.The hint explains to agents why a recommendation is being suggested.
-
Select Update.
---
title: Create a recommendation with the decision tree as an action type
description: Create a recommendation to select Troubleshoot credit card transaction failure decision tree as an action type.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/ex-create-recommendation.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Example: Troubleshoot a failed credit card transaction, Example configurations, Recommended Actions configuration, Implement Intelligence, Configure, Customer Service Management]
---
# Create a recommendation with the decision tree as an action type
Create a recommendation to select Troubleshoot credit card transaction failure decision tree as an action type.
## Before you begin
Role required: sn\_nb\_action.next\_best\_action\_author, admin
## About this task
New recommendations can only be created inside the rules.
## Procedure
1. Navigate to **All** > **Recommended Actions** > **Contexts**.
2. Select the Case context.
3. Select Active rule from the Rules related list.
4. In the Recommendations related list, select **New**.
5. In the New Recommendation screen, select **A guided flow to follow** to create a recommendation of type decision tree.
A new Recommendation form is displayed with the **Rule**, **Context**, and **Action type** fields auto populated.
6. In the **Name** field, enter `Troubleshoot credit card transaction failure`.
7. In the **Action** field, select the action.
The available actions are determined by the selection in the **Action type** field.
1. In the **Action** field, select the lookup icon.
In the resulting pop-up window, the **Table name** field is auto populated with the table that stores the available actions for the selected action type.
2. In the **Document** field, select the Troubleshoot credit card transaction failure decision tree by clicking the lookup icon.
For more information about how to create this decision tree, see [Create Troubleshoot credit card transaction failure decision tree](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/preparation-for-creating-a-decision-tree.md).
3. Select **OK**.
8. In the **Recommendation hint** field, enter `Troubleshoot credit card transaction failure`.
The hint explains to agents why a recommendation is being suggested.
9. Select **Update**.
| title | Create a recommendation with the decision tree as an action type |
| description | Create a recommendation to select Troubleshoot credit card transaction failure decision tree as an action type. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/ex-create-recommendation.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | {"Example":"Troubleshoot a failed credit card transaction"}Example configurationsRecommended Actions configurationImplement IntelligenceConfigureCustomer Service Management |