---
title: "Settings for interactive decision trees"
slug: "settings-for-interactive-decision-trees"
description: "Control your interactive decision tree's settings, SEO, visibility, and access with ease using the Knowledge base portal's intuitive More options menu."
updated: 2026-08-31T06:42:53Z
published: 2026-08-31T06:42:53Z
canonical: "docs.document360.com/settings-for-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.

# Settings for interactive decision trees

The **Settings** panel lets you control how an individual interactive decision tree is presented, discovered, accessed, and versioned. All settings are accessible from the **More options (⋯)** menu in the top-right corner of the decision tree editor.

 NOTE

For editing steps, organizing categories, and publishing to the site, see [Managing interactive decision trees](https://docs.document360.com/docs/managing-interactive-decision-trees).

---

## Accessing the More options menu

1. Navigate to **Interactive decision trees** () in the left navigation bar of the Knowledge base portal.
2. Select the decision tree you want to configure.
3. Click the **More options (⋯)** button in the top-right corner of the editor.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/decision%20tree%20overview%20page(1).png)

The menu contains the following options:

| Option | What it does |
| --- | --- |
| **Hide** | Temporarily removes the decision tree from the knowledge base site. It is not deleted and can be made visible again at any time. |
| **Delete** | Permanently removes the decision tree. This action cannot be undone. |
| **GEO/SEO** | Shortcut to open the SEO section of the Decision tree settings dialog. |
| **Tags** | Shortcut to open the Tags section of the Decision tree settings dialog. |
| **More options** | Opens the full **Decision tree settings** panel, covering SEO, custom fields, search visibility, tags, featured image, status indicator, and deprecated status. |
| **Version history** | View, preview, and restore previous versions of the decision tree. |
| **Security** | Configure who can access the decision tree in the portal and on the site. |

---

## Decision tree settings panel

Clicking **More options** in the menu opens the **Decision tree settings** dialog, which organizes all configuration options into the sections below.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/more%20options.png)

 NOTE

Remember to click **Save** after making any changes in the **Decision tree settings** dialog.

---

### AI & search description (GEO/SEO)

Control how the decision tree appears in external search engine results.

| Field | Description |
| --- | --- |
| **Meta title** | The title shown in search results and browser tabs. |
| **Slug** | The URL-friendly identifier for the decision tree. Example: `project-name.document360.com/en/decision-tree/decision-tree-slug` |
| **Description** | An optional summary used for search engine indexing. |
| **Exclude from external search engine results** | Check this to prevent search engines from crawling and indexing this decision tree. |

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/seo(4).png)

 NOTE

Keep your meta title under 60 characters and your description under 160 characters for optimal display in search results.

---

### Custom fields

Use custom fields to store and manage additional metadata for the decision tree.

- Custom fields support structured values such as text, dates, dropdown selections, or status-related information.
- They help organize and manage decision trees more effectively alongside your standard content metadata.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/custom%20fields(2).png)

 NOTE

To know more information on custom fields, read [Custom fields](https://docs.document360.com/docs/custom-fields).

---

### Search visibility

Control whether the decision tree appears in your knowledge base site's internal search.

- **Exclude from Knowledge base search**: Hides the decision tree from internal search results on the knowledge base site. The decision tree remains accessible via direct URL or navigation.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/search%20visibility(2).png)

 NOTE

Use this for decision trees that are linked from other articles but should not surface independently in search — for example, supplementary or work-in-progress trees.

---

### Tags

Tags help readers and team members find, filter, and organize decision trees across the knowledge base site.

- Select existing tags from the dropdown, or type to create new ones.
- Tags are shared across all decision trees in the project.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/tags.png)

---

### Featured image

A featured image visually represents the decision tree in listings, link previews, and when shared on external platforms. The featured image appears alongside the SEO title in link previews and card-style listings.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/featured%20image.png)

 NOTE

You cannot upload a featured image if your project or article is private.

---

### Status indicator

Display a label on the decision tree to communicate its current state to readers on the knowledge base site.

| Field | Description |
| --- | --- |
| **Select status** | Choose from **None**, **New**, **Updated**, or **Custom**. |
| **Show status for** | Enter the number of days the label should remain visible on the site. |

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/status%20indicator(1).png)

 NOTE

The status indicator must be set and cleared manually — it does not update automatically based on edit history.

---

### Mark as deprecated

Indicate that the decision tree is outdated but should remain accessible for reference.

- Enable the toggle to display a **Deprecated** label on the decision tree in the knowledge base site.
- Add a custom message to explain why the tree is deprecated and to point readers to a newer resource.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/mark%20as%20deprecated.png)

 NOTE

Before deprecating, update the description or add a note linking to the replacement content so readers are not left without guidance.

---

## Security settings

Use the **Security** option in the **More options (⋯)** menu to manage content access separately for internal team members (portal) and external readers (site).

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/security(2).png)

### Knowledge base portal — user access

Manage which team members can access this decision tree inside the portal.

1. Click **More options (⋯)** and select **Security**.
2. Select the **Knowledge base portal** access control.  

The **Assign content access: Knowledge base portal** dialog appears with the list of existing users.
3. If no accounts are listed, click **Assign article access** to add team members.
4. Select the desired user and click **Apply**.
5. Enable the **Block inherited account** toggle to override any permissions inherited from the category level.
6. In the user section, use **Edit** or **Deny** to adjust individual user permissions.
7. Once done, click **Reader access**.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/kb%20portal.png)

 NOTE

Inherited users cannot be removed from this settings panel.

### Knowledge base site — reader access

Manage which readers can view this decision tree on the knowledge base site.

1. Click **More options (⋯)** and select **Security**.
2. Select the **Knowledge base site** reader access control.  

The **Assign content access: Knowledge base site** panel appears with the list of existing readers.
3. If no readers are listed, click **Assign article access** to add reader accounts.
4. Select the desired reader account and click **Apply**.
5. In the **Readers** section, select the desired reader and click **Deny** to restrict their access.
6. Once done, click **Reader access**.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/kb%20site%20dt.png)

 NOTE

The reader access option is inactive (grayed out) when your knowledge base reader access is set to **Public**, since all content is openly accessible.

---

## Version history

Document360 automatically saves a version of the decision tree each time it is published. You can view, preview, or restore any previous version at any time.

### Accessing version history

1. Click **More options (⋯)** in the editor.
2. Select **Version history**.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/version%20history(3).png)

A list of saved versions appears, with the most recent **Published** version labeled for easy identification.

### Available actions

| Action | Description |
| --- | --- |
| **Open** | Preview the decision tree as it appeared in that version. |
| **Copy to current version** | Restore a previous version as the current working draft. This overwrites the existing content in the editor. |
| **Delete version forever** | Permanently delete a specific version. This cannot be undone. |

 NOTE

Using **Copy to current version** does not immediately publish the restored content. It replaces the current draft in the editor, giving you a chance to review before publishing.

---

## FAQ

**Does hiding a decision tree delete it?**

No. Hiding a decision tree removes it from the knowledge base site temporarily. It remains in the portal and can be made visible again at any time.

**What is the difference between the SEO option in the menu and SEO inside the Decision tree settings panel?**

Both lead to the same fields. The **SEO** item in the **More options (⋯)** menu is a shortcut that opens the settings dialog directly on the SEO section. Selecting **More options** opens the full settings dialog from the top, covering all sections.

**What happens when I use "Copy to current version" to restore an old version?**

The restored version replaces the current draft in the editor. It is not immediately published — you can review and make further edits before publishing. The version history is preserved and unaffected by this action.

**Can I permanently delete a specific version from the history?**

Yes. Use **Delete version forever** in the version history panel. This action is permanent and the version cannot be recovered.

**Can I assign different access for different languages or workspaces?**

Yes. Use the **Workspace/Language** filter in the Security settings to manage access per workspace or language variant.

**Is there a version history feature for decision trees?**

Yes. Document360 supports version history for interactive decision trees. You can view and restore previous versions to track changes or revert to an earlier state if needed.