Create a decision tree for a needs template

task brazil Updated Sep 10, 2026 1 min read configure-needs-decision-tree.md

Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.

Before you begin

Before creating decision trees, review the following information:

Decision trees in Guided decision - Become familiar with the basic elements of a decision tree and how they work, such as node types, linking inputs in nodes, and decision tree paths.
Example configuration of a decision tree - Walk through an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
Answer types for questions - Learn about the various types of answers, such as Choice, Date, or Integers.

Role required: sn_prd_pm.product_catalog_manager, sn_prd_pm.product_catalog_admin

Procedure

In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.
Navigate to Needs > Decision Tree and select New.

Select New.

On the form, fill in the fields.

FIeld	Description
Name	Name of the decision tree.
Action Label	Label of the decision tree displayed on the needs template card in the product selection guide.
Description	Brief description of the decision tree. The description is displayed on the needs template card in the product selection guide.
Title	Name of the decision tree on the needs template card in the product selection guide.
Show a dismiss button	Option that shows or hides the Dismiss button that cancels the flow of a decision tree during opportunity or lead creation. This field is enabled by default.

Select Save

A decision tree is created with the name specified in the Name field.

What to do next

Build a needs decision tree using Decision Tree Builder.

Related topics

Using product catalogs

Product Catalog Management

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---
title: Create a decision tree for a needs template
description: Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/configure-needs-decision-tree.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring needs analysis, Configuring product offerings and catalogs, Lead-to-cash foundation apps, Configure, Sales Customer Relationship Management]
---

# Create a decision tree for a needs template

Create a decision tree that defines the questions that agents answer to determine customer needs and get product recommendations.

## Before you begin

Before creating decision trees, review the following information:

-   [Decision trees in Guided decision](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/decision-trees-in-guided-decisions.md) - Become familiar with the basic elements of a decision tree and how they work, such as node types, linking inputs in nodes, and decision tree paths.
-   [Example configuration of a decision tree](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/example-decision-tree.md) - Walk through an example decision tree, including preparations for creating a decision tree, to understand the end-to-end configuration of a decision tree.
-   [Answer types for questions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/type-of-answer.md) - Learn about the various types of answers, such as Choice, Date, or Integers.

Role required: sn\_prd\_pm.product\_catalog\_manager, sn\_prd\_pm.product\_catalog\_admin

## Procedure

1.  In the CRM Workspace, select the **List** \[Omitted image "list-outline-24.svg"\] Alt text: view.

2.  Navigate to **Needs** &gt; **Decision Tree** and select **New**.

3.  Select **New**.

    On the form, fill in the fields.

    |FIeld|Description|
    |-----|-----------|
    |Name|Name of the decision tree.|
    |Action Label|Label of the decision tree displayed on the needs template card in the product selection guide.|
    |Description|Brief description of the decision tree. The description is displayed on the needs template card in the product selection guide.|
    |Title|Name of the decision tree on the needs template card in the product selection guide.|
    |Show a dismiss button|Option that shows or hides the **Dismiss** button that cancels the flow of a decision tree during opportunity or lead creation. This field is enabled by default.|

4.  Select **Save**

    A decision tree is created with the name specified in the **Name** field.


## What to do next

[Build a needs decision tree](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/build-needs-decision-tree.md) using Decision Tree Builder.

**Related topics**  


[Using product catalogs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/using-product-catalog.md)

[Product Catalog Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/product-catalog-managment.md)