Organizing Trees

Importing, exporting and creating an easy to use structure with tags and filters.

  • Redirecting multiple buttons to a new node

    You can redirect many button links from one node to another quickly. For example, if you have 50 buttons that go to node #8, and you want all of them to now go to node #9, you can use the redirec...

  • Importing from CSV Format (Details)

    You can create trees using a spreadsheet program (like Excel or Google Sheets), or any other system that can generate tab-delimited files. These files need to be in a specific format, with specif...

  • Pruning Trees: Copying and Deleting Multiple Nodes

    Zingtree has a prune tool, which lets you pick a branch of your tree, and copy it to a new tree and/or delete it from your current tree. You can also have a tree node automatically created to lin...

  • How to Renumber Nodes

    If you've used Simple Overview to reorder nodes by dragging them up and down, you can make a new copy of your tree with nodes reordered and renumbered. Under Tools, All Tools, choose the Copy Tre...

  • How to Combine Trees using the Merge Trees tool

    Adding one tree to another is easy using the Merge Trees tool. Here's how it works: Select the tree to add to. Go to the Merge Trees tool. Pick the tree to combine with the current tree. The se...

  • How to Recover a Deleted (Archived) Tree

    When you Delete a tree, it does not disappear forever, but rather it becomes "archived" and is no longer visible by default.  To see your archived trees, and recover them, do the following. Go t...

  • Import Yonyx XML File

    If you're a Yonyx user, and are looking to move your decision trees into Zingtree, you can do this as follows: Export your Yonyx tree into XML. In Zingtree go to My Trees, and click Import. Pick...

  • How to Export your Decision Trees to JSON or CSV

    Zingtree offers two formats for exporting trees: JSON (recommended): This will retain the entire structure of your tree, including tree settings, data entry fields and apps. This can be used for...

  • Importing from Microsoft Excel

    Did you know you can build the first draft of your Zingtree decision trees using an Excel spreadsheet, and then easily import them into Zingtree? Once you’ve successfully imported your tree, you ...

  • Importing from Google Sheets

    Did you know the spreadsheet tool in the free, web-based Google Workspace (formally G Suite) can be used as a decision tree building tool? Using a specific layout, you can easily import any She...

  • Categorizing your Trees with Tree Tags

    As Zingtree is getting more and more larger companies as clients, we’ve received a lot of requests for being able to better manage a large library of trees. Some customers are planning on creatin...

  • How to Delete Multiple Nodes

    Zingtree makes it easy to delete multiple nodes quickly. Here's how: Go to Overview: Simple. Select the nodes to delete by clicking the checkbox to the left of each node. At the bottom of the pa...

  • How to Delete a Node

    Deleting a node can be done by editing it, either from Overview or Designer. Edit the Node to delete. Click the Delete Node button on the edit screen.     Note: To delete the root node, you'll...

  • How to filter or hide decision tree access to agents

    You may want to limit certain agents to access certain trees. There are two ways to do this: To hide a tree from All agents: Select the tree, and go to the Settings tool. Click the Security tab....

  • How do I Copy a Tree?

    Making a duplicate copy of a tree is easy. Here's how: Open the specific tree you wish to copy. Find the Copy Tree tool via the Tools button. This will create a duplicate of the entire decision...

  • Can I export my tree in PDF format?

    This can be done by using the Print tool under This Tree, Print. Or go here. Instead of printing your tree, you would use the browser's save-as feature or copy and paste the HTML that the Print t...

  • Copying, Duplicating, and Moving Nodes/Branches

    Sometimes you'll want to take content from one tree, and move a copy to another tree. No problem. Here's how to do it: Go to Overview, and click this button on the Node you want to copy:  The Co...

  • How to Delete a Tree

    If you want to delete a tree, do the following: Click  Choose Delete (Archive) Tree from the options. Please note: Deleted trees are archived. This means they will no longer appear in the My T...