Zingtree Tags: search trees

Update: Search ALL Your Trees from any Node

prod-updates2

If you have a lot of decision trees that you’ve been building for your organization, it can be handy to let employees or customers search through any and all of your trees to find answers. To do this, simply add a Tree Search Form to any node, which looks like this:

 

 

 

How to add basic tree search:

  1. Go to Overview, and edit the node you want to contain the form.
  2. Place the cursor at the place where you want the form inserted.
  3. Click the Templates button in the Content editor, and select Tree Search Form.

Search queries will match words in the tree titles, or tree tags.  You can set both in the Settings tool.


Full Tree Search:

If you want to search everything in all your trees: titles, tags and content, use the Tree Content Search Form option instead:


Notes:

  • You can hide trees from Tree Search. In Settings, select “Hide Trees from Agent Portal and Search All”.
  • Searches will examine ALL trees belonging to the same organization as the current tree.


What are you waiting for? Try it live!

Thanks to Elise and her team for suggesting this. Do you have any great ideas for Zingtree? Please share!

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Update: Decision Tree Search

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Our customers building a large library of decision trees have asked for an easy way to find trees or individual nodes. Live Support Agents also need this capability, so we built a powerful new Tree Search capability.

Here’s how it looks:

tree search

With Tree Search, you can easily search tree titles and tags, or specific content from nodes within your trees.

How it Works: For Authors

Go to My Trees, and click the Search button. This opens the search dialog above. The search results let you view a tree, view a node, or edit a node.

Note: If the search button is disabled, select an Organization first.

How it Works: For Agents 

Agents using your trees can use a search button at the bottom right of any tree.

agent-tree-search

As an author, when publishing a tree, the Advanced Hosting Options has a selection for Search All Trees button. This adds to the publishing URL so that the green Search button appears for your agents.

You can also add this code to any URL to make the search button appear:
&search_all=1

Thanks to Travis and his team for the inspiration!