Viewing interactive decision trees on the Knowledge base site

Interactive decision trees in Document360 simplify navigation and help end-users complete tasks more efficiently. They assist users in navigating workflows, troubleshooting issues, or understanding processes.

Accessing decision trees in the knowledge base site

End-users can access interactive decision trees in three ways:

1. Interactive decision trees overview page

• The dedicated Interactive decision trees page displays all available decision trees, categorized for easy browsing.
• This page appears in the knowledge base header once it has been added to the site's primary navigation.

To learn about configuring decision trees in the header, read Making decision trees visible on the knowledge base site.

2. Search functionality

• Interactive decision trees are included in the knowledge base's global search.
• Enter relevant keywords in the search bar to locate decision trees.
• Search results display decision trees alongside articles, with clear differentiation between the two.

3. Direct links

• Interactive decision trees can be accessed through direct URLs.
• These links open the decision tree in a dedicated page within the knowledge base.

Navigating interactive decision trees

1. Step-by-step interaction

Each decision tree presents a guided, step-by-step pathway to help users complete tasks or resolve issues. Steps can include text, images, videos, or interactive elements such as buttons and dropdowns.

2. Interactive options

Users can interact with the following elements at each step:

• Buttons — Navigate to the next step or a specific pathway.
• Radio buttons — Make a selection to customize the pathway.
• Dropdown menus — Choose from a list of options.

3. Breadcrumbs and top navigation

• Breadcrumbs display the user's current location within the decision tree.
• A top navigation bar allows users to exit or restart the decision tree at any time.

4. Jumping between steps

• Click the step navigation dropdown on the left side of the decision tree to view a list of all steps.
• Select any step from the dropdown to jump directly to that point in the flow.

5. Restarting the decision tree

• Click the More options (⋯) menu in the top-right corner.
• Select Restart to return to the first step.

6. Sharing the decision tree

• Click the More options (⋯) menu and select Share.
• Choose from the available options (social media platforms or email) to share the decision tree.

7. Full-screen view

• Click the Expand icon next to the More options (⋯) menu to open the decision tree in full-screen mode.

8. Exiting the decision tree

• Click the Back link in the top-left corner to exit the decision tree and return to the previous page.

Embedding interactive decision trees in the knowledge base site

Interactive decision trees can be added to your knowledge base site's header or footer, making them accessible across all pages.

To add an interactive decision tree to the header or footer, navigate to Customize site under Settings > Knowledge base site.

• Header — Select Interactive decision trees from the list of navigation items under Primary navigation or Secondary navigation.
• Footer — Enter your desired title and a link to the interactive decision tree when adding a new footer link.

For detailed steps, refer to the header and footer navigation articles.

Accessibility and compatibility

Mobile-friendly design

Interactive decision trees are fully responsive and work seamlessly on mobile devices. All elements — including buttons and dropdowns — are accessible on smaller screens.

Accessibility standards

• Interactive decision trees adhere to accessibility standards, supporting keyboard navigation and screen reader compatibility.
• All embedded media should include alt text and/or transcripts where applicable.

FAQs