Managing interactive decision trees

Managing interactive decision trees in Document360 lets you edit, organize, and maintain them so your content stays accurate and effective. This article covers how to edit, clone, delete, and organize decision trees, as well as how to make them visible to readers on your knowledge base site.

Editing a step in a decision tree

Edit a step when you need to update its content, media, or interactive actions.

1. Navigate to Interactive decision trees in the left navigation bar of the Knowledge base portal.
2. Locate the decision tree in the Categories & Interactive decision trees pane.
3. Click the step you want to edit, then click Edit from the floating menu.
4. Make your changes:
   • Steps — Add, remove, or rearrange steps using drag-and-drop.
   • Media — Update images or videos to reflect the latest information.
   • Actions — Modify or add buttons, dropdowns, or other interactive elements.
5. Click Save to apply your changes.

Cloning a step in a decision tree

Cloning creates an exact duplicate of a step — including its content and actions — so you can modify it independently without affecting the original.

1. Navigate to Interactive decision trees in the left navigation bar.
2. Locate the decision tree in the Categories & Interactive decision trees pane.
3. Click the step you want to clone.
4. Click Clone from the floating menu.

The cloned step appears with the same content and actions as the source step and can be edited freely.

Deleting a step in a decision tree

Remove steps that are no longer relevant to keep your decision trees clean and accurate.

1. Navigate to Interactive decision trees in the left navigation bar.
2. Locate the decision tree in the Categories & Interactive decision trees pane.
3. Click the step you want to delete.
4. Select the Delete icon from the floating menu.
5. Click Delete Step in the confirmation dialog.

Organizing decision trees

Good organization makes decision trees easy to find and manage as your knowledge base grows.

Creating a category

Categories help you group related decision trees together.

1. Navigate to Interactive decision trees in the left navigation bar.
2. Click Create in the header menu and select Category.
3. Enter a name and location for the category in the Create a new category dialog.
4. Click Create.

Assigning a category to a decision tree

You can assign a category in two ways:

• During creation — Select the desired category from the dropdown in the Create a new interactive decision tree dialog.
• While editing — Open the decision tree, navigate to the category field, and select a new category from the dropdown.

Reordering decision trees

1. Navigate to Interactive decision trees in the left navigation bar.
2. In the Categories & Interactive decision trees pane, use the drag handles to drag and drop decision trees into the desired order.

Making decision trees visible on the knowledge base site

Before readers can access your decision trees, you need to add them to the site's primary navigation header.

1. Log in to the Knowledge base portal and select your project.
2. Navigate to Settings > Knowledge base site > Site customization.
3. Click Customize site.

4. The Site header & footer navigation option will be selected by default. Expand the Header option and select Primary navigation.
5. Click Add new item, then select Interactive decision trees from the dropdown.

6. To add a custom title, click the Edit icon next to the newly added item and enter your desired name in the Title field.
7. Click Update.

A link to your decision trees is now visible in the site header. To learn about viewing decision trees in the knowledge base site, read the article on Viewing interactive decision trees in the knowledge base site.

FAQs