Create a global data model using Generative AI

Generate a data model using the Generative AI functionality.

1. Navigate to System data > Data models.

   The Data models page appears.

2. Click New.

   The new data model Design view opens in a new browser tab.

3. You can change the default name and provide a meaningful and unique name for the data model. A name can have a maximum of 40 characters.
4. Optional. Provide a Description of the data model.
5. By default, the data model is placed in your default working category. To place it in a different category, on the Category list, select a category.
6. Click the Chat with Copilot icon .

   To use Copilot, you must have already configured the AI provider in the Integration menu; otherwise, a message appears that the AI provider is not configured. Click Configure in the message to configure the Generative AI provider. See Integrate Generative AI with TotalAgility.

   The ChatGPT OpenAI and Azure OpenAI providers are supported.

   The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of data model would you like to create? An example request might be "Customer details including the order history. "
7. In the Chat box, enter your request, such as "Expense claim approval" and click the Return icon  or press Enter.

   The Copilot returns the following response:

   • A data model (read-only) with a data model name. You can save and release the data model.

   • The read-only field properties.

   • A message in the Chat window: "A data model <name> has been generated. Would you like to make any changes or are you ready to generate the data model?"

   • The options to generate a process or start over creating a process.

8. Once a data model is created by Copilot, you can do the following:

   • Submit another request in the Chat box for a change in the existing data model. For example, submit the following request for a change in the existing data model: "Enter employee designation after claim amount" and press Enter.

     The Generative AI recreates the data model by including the requested change.

   • Click Generate in the Chat with Copilot window.

     • The data model is regenerated and the following message appears in the chat window: "Congratulations!!, your data model is now available. You will be redirected to the data model automatically in 5 seconds. "

     • The new data model appears in a tree form under the Design tab and is locked. The field properties are enabled. You can use this data model like any other global data model.

     • An audit log entry is recorded that the data model is generated using generative AI.

   • Click Start over in the message.

     • The request is cleared.

     • You can request the Copilot to create a new data model.

     If you have started to create a data model but not saved or released it, you can still use Generative AI but the data model will be replaced. Once you save or release a data model, the Chat with Copilot icon disappears.