--- 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: 2026-06-02T13:21:14Z published: 2026-06-02T13:21:14Z --- > ## 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. 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. | | **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. | | **Clone** | Duplicate the decision tree, retaining the same structure and content. | ![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/more%20dt.png) --- ## 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. NOTE Remember to click **Save** after making any changes in the **Decision tree settings** dialog. --- ### 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%20dt(1).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%20dt.png) --- ### 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(1).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%20dt.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%20dt.png) --- ### 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%20dt.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%20dep%20dt.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%20st.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**. 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. | ![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/revision%20hisory%20dt.gif) 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. --- ## FAQs **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.