To activate import and export functions like Print, Word and Bulk Create, you may need to generate an API key. Go to the Admin page and select "API Key" on the left side menu. This will take you to the API Key section of the Admin page. If no API key is displayed then use the button to generate an API Key. If the API Key has already been generated by your lead user, it will appear at the bottom of the page. There is no need to regenerate it. If you do not see an Admin page contact your lead user to generate an API key if you are unable to use these functions.
Organizations often use DecisionsFirst Modeler with other tools. These tools may contain lists of objects such as Processes, Systems, KPIs/Metrics, Input Data, Knowledge Sources or Organizations that would be helpful inside DecisionsFirst Modeler.
Rather than making you type all of these in by hand, DecisionsFirst Modeler supports a bulk load process. This menu item is available at the top of the page and loads a CSV (comma separated value file) that conforms to the following format:
- Object Type - a string containing one of the object type names listed below
- Name - a string containing an object name
- Description - a string containing descriptive text for the object. This can include tags
- URL - a well formed URL related to the object such as one containing policy information related to a knowledge source or example logic for a decision.
The URL column can be omitted if none of the objects are using it. Strings containing special characters such as commas, ampersands etc must be contained in double quotes as usual for CSV files. The object name may contain spaces but should not contain any special characters.
The object type strings are as follows:
- Input Data
- Knowledge Source
- Business Objective
- Analytic Effort
An template file is attached and you can edit it in something like Excel and create a set of information ready to be loaded. Save it as a CSV or comma separate values file and you are ready to go. Once you have created a CSV file, the Bulk Load menu item let's you specify the file name and upload it. With a successful load the database immediately contains everything you entered ready to use and extend in DecisionsFirst Modeler.
csv files of all the tutorial objects with and without the URL field are also attached.