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Create a global data model using Generative AI

Generate a data model using the Generative AI functionality.

The Chat with Copilot icon helps you open a Chat window where you can provide your request and get a response from the Copilot. For tips on how to use a Copilot, see Tips for using Copilot.

  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 .

    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.

    You can cancel your request by clicking the stop button . This stops the AI provider from generating the response.

    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.