Quick start features are powered by Nextworld Intelligence and enable you to create multiple related metadata records at the same time, or to create an application over data reviewed and imported automatically during creation.
Review the following topics for the available Quick Start options:
- Create an application from a spreadsheet
Use the Developer Studio's Spreadsheet Quick Start option to build an application with the data from a spreadsheet.
- Build with Ed
Use Ed to create or modify metadata objects such as data items, tables, list and table lookups, workflow, applications, and interactive reports.
- Create a data import with Nextworld Intelligence
Use the Developer Studio's Data Import Quick Start option to import data with Nextworld Intelligence.
Create an application from a spreadsheet
Use the Developer Studio's Spreadsheet Quick Start option to build an application with the data from a spreadsheet.
To create an application from a spreadsheet, navigate to the Application Home page, select the Spreadsheet Quick Start button, then:
- In the Add Spreadsheet section, select your CSV file.
- Select your application type and style, then select the Continue button.
- Optionally, select the Import Data From Spreadsheet checkbox. This creates a record in the Data Import Definitions application with the same name as your application. This enables you to quickly bring data into the application you are configuring. If selected, data items are locked when editing the application.
- Update the application name, table name, and description.
- In the Suggested Fields section, modify the data items names, types, and descriptions.
- Select the Continue button to create your data items, table, and application.
Build with Ed
Use Ed to create or modify metadata objects such as data items, tables, list and table lookups, workflow, applications, and interactive reports.
Ed can create an application and its associated metadata. The way you structure your prompt will dictate what types of objects he creates. For example, you could tell Ed, "Create an application to manage my tasks." This type of general prompt would have Ed create the application, table, and data items which he thinks are useful for a task management application.
Or, you could tell Ed to create an application with existing metadata by referencing the internal name of those records. If you don't use the internal name, it increases the chances of errors. For example, you could tell Ed, "Fetch ReceivablesHeader where the TransactionType = Customer Invoice," rather than, "Fetch customer invoices."
You can also ask Ed to update existing applications by adding, deleting, or modifying data items, list lookups, or table lookups. For example, you could ask Ed to add a value or change a description of an existing list lookup.
The table below reviews the different metadata that Ed can create, and examples of the type of prompts you can use:
| Metadata Object | Prompt Example: Create | Prompt Example: Modify Existing | Considerations |
|---|---|---|---|
| Data Items | "Create data items for TaskName, CreatedDate, DueDate, Priority, and Status." | "Make ProjectAndTaskTable the related table for the TaskType data item." | Ed can create data items individually, but you can also choose to create them at the same time as your table or application. Ed cannot create data items with multiple components such as Name, Workflow, or Address fields. |
| Tables | "Create a table with fields for TaskName, CreatedDate, DueDate, Priority, and Status." Or, "Create a table with fields to manage my tasks." | "Add TaskName and CreatedDate to the TaskManagerTable."Or, "Remove the TaskApproval and SupervisorName fields from the TaskManagerTable." | Ed creates a Main table by default, but you can change the table type and any additional configuration options once you navigate to the pending record. |
| Workflow | "Build me a workflow over the TaskManagerTable." | Ed cannot update or change an existing workflow. | Ed can only add workflow to a table which has already been created. |
| Table Lookups | "Create a table lookup for TaskType that uses the ProjectAndTasksTable as its related table. Add it to the TaskManager table." | Ed can create a new table lookup, or add a related table to an existing table lookup data item. | |
| List Lookups | "Create a list lookup for different priority levels in the Priority field in the TaskManagerTable." | "Add a value of Descoped to the Priority list lookup. Provide a description of 'Reduced Requirements' to the value." | In addition to creating new list lookups, Ed can tell you the values and description of a list lookup, or add or delete values. |
| Applications | "Build me an application over the TaskManagerTable." Or, "Create an application to manage my tasks." | Ed cannot apply configuration options such as application links or actions to an application, but he can add or remove fields. | Ed can build the application over an existing table, or create a table, data items, and application at the same time. You can specify what fields you want included, or leave your prompt open and allow Ed to create the fields and list lookups he believes are required. Ed creates a Standard, single table application by default, but you can change the table type and any additional configuration options once you open the pending record. Optionally, include multiple components in your prompt or specifically state you want a Header Detail application instead. |
| Interactive Reports | "Build me an interactive report over the TaskManagerTable." | Ed cannot update or change an existing report. | When you ask Ed to create an interactive report, make sure to mention the specific Data Catalog record or table name you want the report built over. |
To start creating an application with Ed, select the Ed button in the main menu bar, or the Tell Ed what to build... Quick Start button in Application Home. Learn more in [link: 'ChatbotTipsApplicationBuilder'].
Create a data import with Nextworld Intelligence
Use the Developer Studio's Data Import Quick Start option to import data with Nextworld Intelligence.
On the Interoperability Home page, select the Data Import Quick Start button, then:
- Enter a unique name for your import and select the destination table.
- In the Spreadsheet section, select the CSV file you want to use.
- Select the Continue button to create the data import record.
On the Mappings page, the data mappings subtable is automatically populated with the data from the spreadsheet. Complex data types, such as table lookups, name, and address fields, require you to fill out the Mapping Type and Mapping Sub Type in the mappings subtable. Learn more in Data import mapping configuration.