Skip to main content

Manage decision trees

Zuora
  • 日本語のコンテンツは機械翻訳されており、補助的な参照を目的としています。機械翻訳の精度は保証できません。英語版が正となります。また、現時点では検索機能は日本語での検索をサポートしていません。翻訳に関するフィードバックについては、docs@zuora.comに送信してください。

Manage decision trees

This article describes how to create decision trees.

Create a decision tree

To create a decision tree, perform the following steps:

  1. Navigate to Extension Studio > Custom Logic in the left navigation menu.
  2. Click Create Logic and then click Create from Blank.
  3. 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.
  4. Click Create. The decision tree editor opens.
  5. Edit conditions and results in the if-then-else statements in the editor:
    1. 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.
    2. Specify the operator by clicking the operator icon operator_icon.png.
    3. Specify the value in the value field.
    4. (Optional) Add more rules by clicking + Rule or add groups by clicking + Group as needed.
  6. (Optional) Add more if-then-else statements as needed:
    1. Click Add If to add an if-then statement.
    2. Click Add Else to add an else statement.
      You can add at most one else statement in a decision tree.
    3. Repeat step 5 to edit the conditions and results in the statements you added.
  7. Click Activate to create a decision tree and activate it immediately. Alternatively, click Save to create a draft decision tree.