Manage decision trees
This article describes how to create decision trees.
Create a decision tree
To create a decision tree, perform the following steps:
- Navigate to Platform > Custom Logic in the left navigation menu.
- Click Create Logic and then click Create from Blank.
- In the displayed Create New Logic dialog, complete the following information:
- Type: Select Decision Tree.
- Name: Enter the decision tree name. The name must be unique across all custom logics.
- Object: Select the related object.
- Effective Start Date: Specify the date and time when this decision tree becomes effective.
- Effective End Date: Specify the date and time when this decision tree becomes ineffective.
- Description: Enter the decision tree description.
- Click Create. The decision tree editor opens.
- Edit conditions and results in the if-then-else statements in the editor:
- Select a field from the dropdown list.
Available fields vary depending on the object you selected in step 3. For more information, see Objects and fields supported by Custom Logic. - Specify the operator by clicking the operator icon .
- Specify the value in the value field.
- (Optional) Add more rules by clicking + Rule or add groups by clicking + Group as needed.
- Select a field from the dropdown list.
- (Optional) Add more if-then-else statements as needed:
- Click Add If to add an if-then statement.
- Click Add Else to add an else statement.
You can add at most one else statement in a decision tree. - Repeat step 5 to edit the conditions and results in the statements you added.
- Click Activate to create a decision tree and activate it immediately. Alternatively, click Save to create a draft decision tree.