You can create any number of Ref Models to define the structure of your apps so that you can add documentation and links.

You can build it by using the CSV import or manually (aaargh!!).

CSV Import

The format of the CSV file is straightforward (detailed below). Once you have built the CSV, you can create a new Ref Model from the CSV file. 

Important: to be able to update a Ref Model later, you need to use a slightly different format - read more in the "CSV Update" section below.

To import, click on the three dots to the right of "CREATE REF MODEL" and enter the new Ref Model information, drag the CSV file into the window, and hit IMPORT.

CSV Update

To update an existing Ref Model with a CSV file, click on the same three dots to the right of the CREATE REF MODEL button, but this time select "UPDATE". You will need to choose which existing Ref Model you wish to update and then select an appropriate CSV file from your computer.

Note: columns G and H are critical to allow the update to work (see below). You will need to create a new Ref Model by importing a CSV file with those two columns for the update functionality to work later. 

CSV file import format

Row 1 of the CSV file is the header. The rows need to be in the correct nested order. The columns are:

Column A - the level in the Ref Model structure (1,2,3,4,5...)

This is the ident level of the new node. The first row (row 2) must start with 1.  The next row can either be the same value, or one greater (meaning that this node is a child of the previous node) or any value less which means that this nodes has a parent further up the hierarchy.

Column B - node name

This is text and the name of the field.  It has to be specified with at least two characters and cannot be more than 80 characters.

Column C - node ID 

The custom ID is any text string and is a visible ID for the field. It is essentially a label and extension of the name (e.g. §1, §2 etc). This input is optional. 

Column D - description

The description is a text field.  It cannot be more than 5000 characters. This input is optional. 

Column E - external URL

The external URL allows a URL to be added to the field that can connect to any URL endpoint. You will be able to use this URL from the details tab by clicking on "Open external link". This input is optional. 

Column F - tags

This is a space separated list of words that will be added as tags to the node. If the tag is not in the space, it will create it. This input is optional. 

Columns G and H together provide a unique ID for the node that allows the node to be updated. The update cannot work without them. 

First create a Ref Model by importing a CSV file with input in columns G and H. Then, when you wish to update the Ref Model, the system will match the existing nodes and rows in your new CSV file based on columns G and H. 

Both columns G and H are any string texts or numbers and are not visible in the Ref Model. We recommend using column G to specify the source of the data and column H to specify the external ID from the source. 

Column I - GDPR

If any GDPR field has a value of 1 then it will enable the Ref Model for GDPR and will set the node to be GDPR enabled.

An example import is shown below:


In the main app select Ref Model and click "CREATE REF MODEL".

Then, for each node, right mouse click and either add "child node" (lower level) or "sibling node" (same level).

For GDPR functionality you will need to switch it on, either as you create the Ref Model, or change an existing Ref Model.

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