Edit a decision tree

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Edit a decision tree that you created using Core UI to improve or extend a troubleshooting process.

    Before you begin

    Role required: admin, sn_gd_core.decision_tree_author

    About this task

    You can edit or extend existing decision trees in the Core UI but you can no longer create them. Use Decision Tree Builder to create new decision trees. For more information, see Configuring decision trees in Decision Tree Builder.

    Procedure

    1. Navigate to All > Guided Decisions > Decision Trees.
    2. Select the decision tree from the list.
    3. On the form, edit the fields, as necessary.
      Table 1. Decision Tree form
      Field Description
      Name The internal name of the decision tree.
      Note:
      A start node is created for the decision tree with this name.
      Action Label The label of the call-to-action button on the Recommended Actions card.
      Description The description of the decision tree to show on the Recommended Actions card.
      Start Node The reference of the start node.
      Title The external name of the decision tree that end-users or agents can see in a workspace.

      If the Title field is empty, the internal name is shown as the external name on the Recommended Actions card.
      Show a dismiss button Shows or hides the Dismiss button that cancels the flow of a decision tree. This field is turned on by default.
    4. Select Update.

    What to do next

    Add questions or instructions to a decision input