--- title: "Managing Interactive Decision Trees in Document360" slug: "managing-interactive-decision-trees" description: "Manage interactive decision trees in Document360: edit, clone, delete, and organize for accurate content visibility on your knowledge base site." updated: 2026-08-31T06:42:53Z published: 2026-08-31T06:42:53Z canonical: "docs.document360.com/managing-interactive-decision-trees" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.document360.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. :::(Info) (

NOTE) To configure SEO, tags, visibility, security, versioning, and more, see [Settings for interactive decision trees](https://docs.document360.com/docs/settings-for-interactive-decision-trees). ::: --- ## Managing steps in a decision tree Editing, cloning, and deleting a step all start from the same floating menu, which appears when you select a step on the canvas. 1. Navigate to **Interactive decision trees** () in the left navigation bar of the Knowledge base portal. 2. Locate the decision tree in the **Categories** pane in the left. 3. Click the step you want to manage. The floating menu appears with **Add**, **Edit**, **Clone**, and **Delete** options.
### Editing a step Edit a step when you need to update its content, media, or interactive actions. 1. Click **Edit** from the floating menu. 2. 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. 3. Click **Save** to apply your changes. :::(Info) (

NOTE) Use the **Preview** option to review the decision tree before publishing to make sure everything works as intended. ::: ### Cloning a step Cloning creates an exact duplicate of a step, including its content and actions, so you can modify it independently without affecting the original. 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 Remove steps that are no longer relevant to keep your decision trees clean and accurate. 1. Click the **Delete** icon from the floating menu. 2. Click **Delete Step** in the confirmation dialog. :::(Warning) (

CAUTION) Deleting a step is permanent. Ensure you no longer need the step or have created a backup before proceeding. ::: ### Adding a step Add a step when you want to branch a decision tree into multiple paths from a single step. 1. Click the step you want to branch from, then click the **+** icon that appears below it. The **Choices** panel opens. 2. Click **Change action type** and select **Buttons**, **Radio Choices**, or **Dropdown Choices**. 3. Enter your desired text for each choice, or click **+ Choice** to add another. Click the **Delete** icon next to a choice to remove it. 4. Under **Direction**, choose whether choices display stacked vertically or side by side. 5. Enter Placeholder text to describe the step to readers, and a **Button label** for the action. 6. Click **Save**.
Each choice that isn't yet linked to a step shows a + icon at the end of its branch. Click it to choose how to connect that path: * **Blank step**: Opens a new step editor where you can add layout, content, and media, then click Done. * **Existing step**: Draws a connector from the choice. Click any existing step in the tree to link them. * **Link**: Connect the branch to an Article, another Decision tree, or an External link. --- ## 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**. Alternatively, hover between an existing category or interactive decision tree until the **Flywheel (+)** icon appears, then click it 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](https://docs.document360.com/docs/viewing-interactive-decision-trees-kb-site). --- ## FAQ

Can I recover a deleted decision tree?

No. Deleted decision trees cannot be recovered.

How do I preview changes before publishing?

While editing, click the Preview button to see how the decision tree will appear to readers before you publish.

Can multiple team members collaborate on the same decision tree?

Decision trees can be accessed by users with the appropriate roles and permissions. However, only one user can edit a decision tree at a time to avoid version conflicts.

Are there any current limitations?

Yes, interactive decision trees are currently in beta. Known limitations include:

  • Steps and nodes cannot be copied to a different decision tree.
  • Step-level analytics (views, traversal paths) are not yet supported.
  • Bulk operations (delete, move, publish) are not available.
  • Videos cannot be added to decision tree steps.
  • There is no recycle bin — deleted trees cannot be restored.
  • Import and export are not supported.
  • Conditional content and team auditing are not yet available.

We are actively working on expanding the feature set based on user feedback.