---
title: "1. Using an Assigned Decision Tree"
slug: "1-using-an-assigned-decision-tree-1"
updated: 2026-10-29T16:47:41Z
published: 2026-10-29T16:47:41Z
canonical: "wiki.cobblestonesoftware.com/1-using-an-assigned-decision-tree-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 1. Using an Assigned Decision Tree

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**1. Using an Assigned Decision Tree**

*12. Surveys & Decision Trees › 1. Decision Trees › 1. Using an Assigned Decision Tree*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

From the **Decision Matrix Designer**, a "**Try it out**" button (top-right) opens a live walkthrough of the matrix's question tree: it presents the **First Question** with its answer choice(s), and choosing an answer advances to whatever question or ending it leads to, exactly following the branches drawn in the Map view. A banner across the top of this walkthrough explicitly states "You're trying this matrix out. Nothing you choose here is recorded," and a "**Start over**" button restarts from the **first question** at any point; "**Back to matrix**" and "**Designer**" buttons return to the map. This preview mode is the live equivalent of the legacy wiki's guidance on using an assigned decision tree: when a decision matrix is actually assigned to and completed against a real record (rather than tried out from the **Designer**), the same question-by-question, answer-driven navigation applies, except that choices are recorded as that record's decision-tree responses instead of being discarded.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790776908564.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790777001066.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790777101409.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790785015236.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1790785256684.png)

# 2. Key Elements

- The **Decision Matrix Designer**'s "**Try it out**" button opens a step-by-step walkthrough of the matrix, presenting one question at a time and advancing based on the chosen answer.
- A banner in the walkthrough states that nothing chosen there is recorded — this is explicitly a preview/testing mode, not a live response.
- "**Start over**" restarts the walkthrough from the **First Question**; "**Back to matrix**" and "**Designer**" return to the map view.
- The walkthrough follows exactly the branches configured in the Map view — **First Question** to Answer to next Question or Ending response.
- When a decision matrix is genuinely assigned to a record (outside this try-it-out preview), the same question-by-question navigation is used to actually record that record's decision-tree responses.