Preparation for creating a decision tree
concept australia Updated Sep 10, 2026 2 min read preparation-for-creating-a-decision-tree.md
Before configuring a decision tree, process analysts should document the flow of the decision tree using a flow chart including the questions, answers, associated paths, and guidance.
Anita, who is a process analyst at the StellarVest bank wants to create a decision tree that enables agents to troubleshoot a failed credit card transaction.
Anita first creates a flowchart to document the flow of a decision tree to determine the questions, answers, and possible guidance to configure.
[Omitted image "ex-decision-tree-flow-chart.png"] Alt text: A flow chart depicting the flow of the decision tree that the admin wants to configure.
| No. | Element | Name | Description |
|---|---|---|---|
| 1 | Start node | Card holder and transaction details | Start node that collects customer, credit card, and transaction details. |
| 2 | Path | Amount is debited | Path with condition: Amount is debited. |
| 3 | Guidance node | Initiate transaction tracking | Guidance to initiate transaction tracking when amount is debited. |
| 4 | Question node | Further assistance needed | Ask whether the customer needs further assistance. |
| 5 | Guidance node | Provide more options | Guidance to provide more options such as talk to an agent or request a new card. |
| 6 | Path | Amount is not debited | Path with condition: amount isn’t debited. |
| 7 | Question node | Failure codes | Collect transaction failure codes when amount isn’t debited. |
| 8 | Path | Error 200 | Error code received is 200. |
| 9 | Guidance node | Reassign case | Guidance to reassign the case to someone else. |
| 10 | Path | Error 300 | Error code received is 300. |
| 11 | Guidance node | Create work order | Guidance to create a work order for dispatching a new credit card. |
| 12 | Path | Error 500 | Error code received is 500. |
| 13 | Guidance node | Assign IT technician | Guidance to assign an IT technician to resolve the issue. |
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--- title: Preparation for creating a decision tree description: Before configuring a decision tree, process analysts should document the flow of the decision tree using a flow chart including the questions, answers, associated paths, and guidance. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/preparation-for-creating-a-decision-tree.html release: australia topic_type: concept last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Example configuration of a decision tree, Guided Decisions configuration, Agent tools, Organize agent workspaces, Configure, Customer Service Management] --- # Preparation for creating a decision tree Before configuring a decision tree, process analysts should document the flow of the decision tree using a flow chart including the questions, answers, associated paths, and guidance. Anita, who is a process analyst at the StellarVest bank wants to create a decision tree that enables agents to troubleshoot a failed credit card transaction. Anita first creates a flowchart to document the flow of a decision tree to determine the questions, answers, and possible guidance to configure. \[Omitted image "ex-decision-tree-flow-chart.png"\] Alt text: A flow chart depicting the flow of the decision tree that the admin wants to configure. |No.|Element|Name|Description| |---|-------|----|-----------| |1|Start node|[Card holder and transaction details](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/ask-card-holder-and-transaction-details.md)|Start node that collects customer, credit card, and transaction details.| |2|Path|[Amount is debited](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configuring-paths-for-next-nodes.md)|Path with condition: Amount is debited.| |3|Guidance node|[Initiate transaction tracking](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-guidance-node-initiate-transaction-tracking.md)|Guidance to initiate transaction tracking when amount is debited.| |4|Question node|[Further assistance needed](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-a-question-node-for-further-assistance.md)|Ask whether the customer needs further assistance.| |5|Guidance node|Provide more options|Guidance to provide more options such as talk to an agent or request a new card.| |6|Path|[Amount is not debited](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configuring-paths-for-next-nodes.md)|Path with condition: amount isn’t debited.| |7|Question node|[Failure codes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-question-node-to-ask-failure-codes.md)|Collect transaction failure codes when amount isn’t debited.| |8|Path|[Error 200](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-path-for-200-failure-code.md)|Error code received is 200.| |9|Guidance node|[Reassign case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/associate-guidances-for-different-failure-codes.md)|Guidance to reassign the case to someone else.| |10|Path|[Error 300](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-path-for-200-failure-code.md)|Error code received is 300.| |11|Guidance node|[Create work order](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/associate-guidances-for-different-failure-codes.md)|Guidance to create a work order for dispatching a new credit card.| |12|Path|[Error 500](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/configure-path-for-200-failure-code.md)|Error code received is 500.| |13|Guidance node|[Assign IT technician](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/associate-guidances-for-different-failure-codes.md)|Guidance to assign an IT technician to resolve the issue.|
| title | Preparation for creating a decision tree |
| description | Before configuring a decision tree, process analysts should document the flow of the decision tree using a flow chart including the questions, answers, associated paths, and guidance. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/preparation-for-creating-a-decision-tree.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Example configuration of a decision treeGuided Decisions configurationAgent toolsOrganize agent workspacesConfigureCustomer Service Management |