---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create a decision tree for a needs template

# Create a decision tree for a needs template {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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://www.servicenow.com/docs/access?context=decision-trees-in-guided-decisions&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - 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://www.servicenow.com/docs/access?context=example-decision-tree&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - 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://www.servicenow.com/docs/access?context=type-of-answer&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US) - Learn about the various types of answers, such as Choice, Date, or Integers.
{#configure-needs-decision-tree__ul_v15_ym3_c1c}

Role required: sn_prd_pm.product-catalog_manager, sn_prd_pm.product-catalog_admin

## Procedure

1. Navigate to AllProduct Catalog ManagementNeedsDecision Trees.
2. Select New.  
   On the form, fill in the fields.{#configure-needs-decision-tree__table_klj_wtz_m1c__entry__2}

   | 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 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 creation. This field is enabled by default. |
   [Table 1. Decision Tree form]

   {#configure-needs-decision-tree__table_klj_wtz_m1c}
3. Select Submit  
   A decision tree is created with the name specified in the Name field.
{#configure-needs-decision-tree__steps_vdg_4s3_c1c}

## What to do next

[Build a needs decision tree](https://servicenow-prod.fluidtopics.net/5X4XmDxCjlnBXkwgS7vzFg "Define the decision tree question nodes, decision paths, and guidance for each decision path using Decision Tree Builder.") using Decision Tree Builder.

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