We’ve had several requests to create a final, single page document based upon answers to decision tree questions. Zingtree’s Document Nodes makes this powerful document generation capability a reality.
With the help of Document Nodes, you can now complete tasks like:
- Making custom sales brochures.
- Building legal agreements.
- Generating purchase orders.
- Creating evaluations and assessments.
For a simple example, examine our What Computing Device Do I Need? decision tree from the Zingtree Gallery.
Document Nodes Overview
Document Nodes display the content from one or more answer nodes on a single page, based upon variables and values. Variables can be from one of these sources:
- Data Entry field values.
- Scoring variables from button clicks.
- Scoring variables set from Data Entry field list boxes or radio buttons.
- Variables introduced from calls to Webhooks.
Here’s how it looks in the Document Node editor:
Note that scoring variables are a running total. So if you set variable v to 1 in one place, and to 2 in another, the value of v will be 1+2 = 3.
Building a Tree to Generate a Document
To build a decision tree that generates a document based on answers selected, we recommend these steps:
- Create your question nodes, and assign variables to your responses.
- Create answer nodes for all of the possible snippets of content you’ll want to show in the final document.
- Create a document node.
Set Up: How to Create a Document Node
Here’s how to create a fully-functional Document Node, step-by-step:
- From Overview, click Add Node.
- Select New Document Node.
- Add the pieces of content you want to serve to your end-users.
Each piece of content is set up like the image shown below. In this example, if the variable phone_calls equals “Yes”, we add the contents of node #6 to the final document.
Using the Document Node Editor
Drag this to reorder the content:
Click this to delete the content from the document node:
Pick a variable to test:
Pick an operation:
Pick a value to test against:
Edit the contents of the included node:
Show the contents of the included node:
Hint: Once the content from an answer node is inserted, it won’t be inserted again.
Use a node that shows your variables while you are testing. The What Computing Devices do I Need example tree uses Node #10 as an ending piece in the Document Node so you can see the value of all of your variables.
The What Computing Devices do I Need tree demonstrates a simple tree with a Document Node at the end. This tree helps an end-user decide whether they needs a phone, tablet or desktop PC, based upon the answers to some questions.
Have any questions, comments, or suggestions on this feature? Talk to us on live chat or by email!