Organizing Trees
Importing, exporting and creating an easy to use structure with tags and filters.
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Manage Workflows with Folders
Adding folders to your My Workflows list is an easy way to keep a long list of workflows organized. H...
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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 butt...
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Importing from CSV Format (Details)
You can create workflows using a spreadsheet (like Excel or Google Sheets), or any other system that ...
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Can I recover a deleted workflow?
When you delete a workflow, you will receive a warning message like this:Deleted workflows cannot be ...
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How to Export your Workflows to JSON or CSV
Zingtree offers two formats for exporting workflows: JSON (recommended): This will retain the entire...
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Importing from Microsoft Excel
If you’re comfortable using Microsoft Excel, you can build the first draft of your Zingtree workflows...
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Importing from Google Sheets
Did you know the spreadsheet tool in the free, web-based Google Workspace can be used as a workflow b...
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Categorizing your Workflows with Workflow Tags
First Step: Tag Your Workflows!If you haven’t done so already, you should tag your workflows. A tag i...
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How to Delete a Node
Deleting a node can be done by editing it. Select the Node to delete. Click the three dots in the upp...
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How to filter or hide workflow access to agents
In Agent Portal, you may want to limit certain agents access to certain workflows. There are two ways...
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How do I Copy a Workflow?
You can use any workflow you've created as a template for building a new workflow by utilizing the Co...
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Copying, Duplicating, Deleting and Moving Nodes/Branches
Sometimes you'll want to take content from one workflow and move or copy that content to another work...
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How to Archive or Restore a Workflow
Archive one or multiple workflowsArchiving workflows allows you to remove them from your My Workflows...