Importing Knowledge Records

Owned by Enterprise IT
Apr 23, 2024

SummitAI Service Management Help

Knowledge Management

You can create Knowledge Records in bulk by importing the Knowledge Records using Microsoft Excel templates. 

To Import Knowledge Records in Bulk:

  • Select  Knowledge > User > Import Knowledge Records.
  • Select the Tenant on the IMPORT KNOWLEDGE RECORDS page.
  • Click DOWNLOAD KB IMPORT TEMPLATE on the ACTIONS panel.


    Figure: IMPORT KNOWLEDGE RECORDS page: Select the Tenant and click DOWNLOAD KB IMPORT TEMPLATE icon

  • Fill all the mandatory details in the template and save.

    KB IMPORT TEMPLATE with data
    Figure: KB IMPORT TEMPLATE with data

    Note:

    • The data for columns, such as Workgroup, Classification, Category, and Reason for KR should have the same text value, which is configured for the selected Tenant. 
    • The Owner column should contain the user e-mail id.
    • If any invalid data is updated in the above columns, the record is not processed.
    • Separate the Attribute and its Value by a pipe character (|).  Example: Attribute1 | Value1
    • Separate multiple Attribute sets by a double pipe character (||). Example: Attribute1 | Value1 || Attribute2 | Value2 || Attribute3 | Value3

    • To delete a record from the Excel file, right-click the row number and click Delete.

  • Click the upload icon to attach the Source File.
  • Click SUBMIT.


    Figure: IMPORT KNOWLEDGE RECORDS page: Upload Source File and click SUBMIT

    Data Uploaded Successfully
    Figure: Confirmation Message
  • The users can view the uploaded records under the Uploaded Records tab.


Figure: IMPORT KNOWLEDGE RECORDS page: Uploaded Records

  • The users can view the error records under the Error Records tab with respective error messages.

Figure: IMPORT KNOWLEDGE RECORDS page: Error Records
   

Field Description

The following table describes the fields on the IMPORT KNOWLEDGE RECORDS page:

Field

Description

DETAILS

Tenant

Select the Tenant from the drop-down list.

Source File

Click the Upload icon to select the Source file.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the IMPORT KNOWLEDGE RECORDS page.

SHOW LIST

Click SHOW LIST to view the LIST table showing all the Knowledge Records.

KNOWLEDGE RECORD LIST page
Figure: KNOWLEDGE RECORD LIST page

ADD NEW

Click ADD NEW to add a new KR. For more information about adding new KRs, see Adding Knowledge Records.

CONFIGURE COLUMNS

Click CONFIGURE COLUMNS to customize the columns on the page. For more information, see Personalizing Pages of SUMMITAI General.