Decision Tree Improvements – January 2018 Updates

This past¬†month’s updates include some new security and access restriction features, performance¬†enhancements, interface improvements, and a variety of small bug fixes. Here are the details:

New Features

  • New Change Log report to show what authors have done. Also exportable to CSV.
  • New Hidden Field data entry type (for Ted B, Others)
  • New API calls for agent_add, agent_remove. (These are no-login agents.)
  • Google sign-in authentication for agents (for Benjamin)
  • Push Live tool
  • Server updates and extra capacity
  • Performance enhancements with smarter file caching. Added cache_tree URL parameter option.
  • Different Single Sign-on Identity Providers for authors and agents.
  • Internally logging security events (logins, failed logins, email sends, tree changes)
  • Single Sign-on logins for agent portal (Lynne H.)
  • ##include_url: ## template macro for loading data from 3rd party URLs
  • Agent Portal now has #agent_first_name# variable. (Craig S.)
  • Can now pass new merge variables into a pause-and-resume session (Geoff)

Updates

  • Updated Zendesk Agent Scripting App. New agent_tags variable included in URL, no more flashing when going between tickets.
  • Session summary from Zendesk app now shows which agent did which click (Sonny R.)
  • Add Agent can now use a no-login option.
  • Max video upload size is now 150 MB (from 50 Mb) (Darryl )
  • Session Info cookie is now protected by https.
  • Agent portal node search now includes node tags (Jonathan B)

Interface Enhancements

  • Reordered Add Node selections based upon popularity.
  • Reordered node icons in Designer by popularity.
  • New Tutorials and Videos.
  • Easier-to-use Edit Content Node. Now uses tabs to surface advanced options.
  • Pop-up editors in Designer now use more screen space.
  • Easier-to-navigate Settings tool uses tabs.
  • Tools pages and drop-down tools menu reorganized.
  • Consistent tree info display across tools.
  • Formatting of default hosted link on Publishing Tools page – removed extra spaces at front.
  • No more weird message when viewing gallery trees in Designer.
  • Node editor – Data entry fields no longer appear by default in question nodes.
  • Node editor – switching between question and answer types now keeps tabs straight.
  • Node editor – Dragging to reorder buttons or data entry fields now positions items properly in range of editor.
  • Reordering nodes in Simple Overview now shows node being moved in proper position.
  • Simple Overview no longer shows empty “Variables: “
  • Session Details no longer unnecessarily shows tree name from starting tree in each step.
  • Node editor no longer flashes a bunch of blank buttons when first loading.

Fixes

  • Archiving Development version of a tree also archives the live version (Vlad).
  • No longer showing button class overrides (i.e. .btn-red) in front of History (Tal D.)
  • Designer no longer adds “score” variable to new nodes.
  • Zapier interface handles newlines in data entry variables properly (i.e. Session History variable) (Gabe L.)
  • Importing session_history variable into a pause and resume session no longer causes a JS error (John H.)
  • #agent# now gets used as a variable in Agent Portal (Ted B.)
  • Space character in agent login no longer makes agent portal tree viewing fail (Gordon S.)
  • Cleaned up tree search tool for Live vs. Development trees.
  • Nodes with tree search forms now locate live or development versions depending on live/dev status of the originating tree.
  • Tree search nodes no longer always return results where page title had “search” in it. Also didn’t properly look for page titles.
  • FAQ and end-user tree searches no longer return every node when searching keywords “title”, “span”, and other HTML elements.
  • Zapier authentication no longer ignores fields that were once empty (Josh D).
  • Zendesk Agent App: Newline in Zendesk custom field or merge variable value caused no session to be saved.
  • Session Matrix report uses faster queries, no longer displays button formatting overrides.
  • Responsive image selection now works properly for all image insert operations.
  • Compare Trees tool no longer shows “Return to previous tree” as an option.
  • Data Entry Fields: Required markers for placeholders now appear on the same line as input control for small display widths (Jay H.).
  • Data entry fields no longer have extra line space between them in small display widths (Jay H.).
  • Address auto-complete and validation no longer fails when a pre-existing address is in the form (Jay H.).
  • No longer tries to validate empty phone numbers (Jay H.).
  • “Add another” for repeating form entries is now working properly on all browsers.
  • Ill-formed include_url blocks no longer reload this tree, causing a propagation of buttons.
  • “Sorry, but you don’t belong to organization…” endless login loop message no longer when organization no longer accessible.
  • Clicking tree search results didn’t always change the page.
  • Clicking search results should now always change the page.
  • IPV6 addresses now work for getting location data (Raj).
  • Changing email address in login info now goes to proper logout page.
  • Copying or moving trees to new organizations also copies webhooks. (Raj)

Credits

Thanks to all of our customers who contacted us with great suggestions and astute observations.

If you have a suggestion for us or see something that you think could be done better – please let us know!

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