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Building Your First Model

With any KnowledgeKube project, the first thing you will need to do is create a Model.

What is a Model?

A model is a container for your project; within it you will store each element that makes up your project, including forms, question groups, and questions.


Okay, let’s get started.

From the KnowledgeKube Your Models tab, click the New Model button at the bottom of the window, or alternatively, you can right-click anywhere within the Your Models grid view, and use the context menu to select New Model.

This will then open the KnowledgeKube - Model Properties dialog.

Enter a meaningful KnowledgeKube Model Name. It is recommended that you select a name that will let you easily identify the project later, rather than something ambiguous or something that will become redundant over time. For this project type CRMExercise followed by a dash, then type your name written as FirstnameSurname. For example, if your name is John Smith, your model should be called CRMExercise-JohnSmith.

Regardless of the name you give your own model, all text and screenshots throughout this training course will refer to the model as CRMExercise.


You will notice that the Reference field is automatically filled to match the name you gave the model. The  reference will be used to identify the project when it is placed on the server, and  it can be changed if required. However, for this project you should leave this so that it matches the model name.

For this training, it is essential that you do not give your model the same reference as any other model on your repository. This means if other users (or even you) have already created models on your repository, you'll need to make sure you don't re-use an existing reference. If this does happen, a message will appear letting you know that the reference is already in use. You should use this opportunity to enter a different reference.


It is not necessary to give your model a Number, but you can still do this if it helps you to identify the project.

Effective Date and Expiry Date allow you to set the Active period that the model will run, this can be used to schedule a date and time to run a model from and to (when that model will cease to run).

If you are unsure how long you want the project to remain active, select an expiry date several years in the future. You can always change this date later if you need to. Once the expiry date is triggered the project will cease to run at the front-end until this date is modified.


Select the correct regional options for your project by opening the Culture Information tab and using the Default Interface Region and Default Interface Territory drop-down menus. This allows you to deploy KnowledgeKube world-wide by specifying the default language and currency the elements of a project will be shown in.

Tick the Add to Favourites checkbox to include your model in the favourites area within the Activity Bar tab, this will save you having to locate the model each time you log into KnowledgeKube.

Press OK to finalise the creation of your Model.


Well Done! – You have just created your first model. You should now see the following screen:


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