October 2019 Updates – Performance, Task Manager and Usability Improvements

 

This documentation is for Zingtree Classic. Click the tab above if you are using the New Experience (Beta). 

As always, we continue our hard work to make Zingtree better – both for usability and performance. Case in point: Within the last few days we’ve optimized our tree loading code to make your decision trees load faster, while also requiring less server CPUs. You should be seeing a notable increase in performance. We’ve also worked with one of our largest, best customers to improve Task Manager.

Here’s what’s new for the last month or so:

New Stuff

• Added CSS / Script option for Agent Portal customization (David N.)
• Added monthly option for Automatic Reports (many requests)
• Added today_math as a Webhook
• Agent Portal: Can customize the action of “Done with Customer” button via Agent Portal Options (David N.)
• Can now specify a repeat count for Agent Alerts (Susan M.)
• Added a new Webhook for date format conversion (Nicole)

Updates

• Action buttons now also appear in Content Tab in Node Editor
• Add Node has “learn more” links (Juan)
• Added extra security headers to .htaccess: X-XSS-Protection and nosniff (Evan P.)
• Added extra width for main task manager view
• Added library webhook to split multi-line text fields into separate lines for output
• Added stock variable #current_agent_login# to substitute the current agent in Task Manager (Bradford S.)
• All trees load faster – 1 to 3 second difference
• All trees search can now filter on all/live/dev trees (Mathieu S.)
• App Details page has improved layout, option to edit apps (if possible)
• Can now hide nodes from search results via Edit Node > Other > Hide from Search Results (Allie)
• Cleaned up Agent Alert management for adding and editing alerts
• Cleaned up search results display on All Trees
• Content node editor now shows node title above all tabs. Makes it easier to remember what page you are on if you click a tab without the title showing
• Document nodes can now use variable placeholders in node title for the PDF filename (Cathy Mc)
• Escalation nodes in Simple Overview can now be quick edited
• The Freshdesk New Ticket App now can set the ticket type via fd_type (Nithin)
• Improved layout on the main tree tools page
• Initial session tracking now completes faster – should result in zero lost session data headers
• Opening session details from the Event Log now shows advanced session details view (with delete) (Gregoire)
• Overviews: Can now go directly to a node number for preview or edit (Shawn)
• Overviews: Clicking the app icon goes to the App Details page
• Retrieving transcripts now changes persistent button marker *PB* into brackets surrounding the button label
• Session Detail view now has a button to show all data collected at every step
• Session List, Form data and some other wider reports now use smaller margins
• Simple Overview now lets you change links just by clicking buttons in any node – no need to go into the node editor to change a button
• System status page now shows the last 90 days
• Task Manager – Added #started_by# variable to show the originator of the task
• Task manager – Added escalations count to task manager view, options to see just escalated tasks (Maria C.)
• Task Manager – Added a “Started By “column to Other Tasks area

Fixes

• Added language attribute to hosted pages so that Google’s translate works (Gregoire)
• All Trees – Form Data and Session List report now sends CSV even if no sessions were present (John D.)
• Button link tool from simple overview now works on the current tree even when another tree is open in a different tab
• Can now delete custom logos
• CORS header error for advanced logic nodes and document nodes in server-side includes no longer occurs (Dan C.)
• Custom logos now appear in Tree View pages from Agent Portal (Camilly)
• Escalations now occur even if a required form field is on the page (Allie)
• Having Email node recipients with non-existent variables doesn’t break email send – just gets ignored (Allie & Shawn)
• Logic node expressions with leading spaces are now trimmed so expressions work properly
• Persistent buttons no longer act as form submit buttons
• Reloading form data on Pause & Resume no longer overwrites hidden fields (Gregoire)
• Task Manager – Cleaned up task name display with HTML encoded characters
• Task Manager: (i) icon no longer fails when task name includes a single quote (Allie)
• Task Manager: Apostrophe, quotes or ampersands in Task name or variables for remote start no longer break the task (Allie)

Got any ideas to help make Zingtree better for everyone? Please share!