Generate Entity With AI screen

Creates a custom entity with GenAI.

Background and Setup

Examples

Prerequisites

How to Start

  1. Click Data Entities.

    Click Data Entities
  2. On the Data Entities Home screen, click Entities Entities icon.

    Click Entities
  3. On the Entities screen, click Add > Generate Entity With AI.

    Click Generate Entity With AI

Generate Entity screen

Specifies a text prompt to create the custom entity. Describe the purpose of the entity with as much detail and as accurately as possible.

Figure: Generate Entity screen

Generate Entity screen

Fields

Field NameDefinition

What kind of data do you want your entity to store?

Description:
Specifies a text prompt to create the custom entity. Describe the purpose of the entity with as much detail and as accurately as possible

GenAI creates an entity based on common fields for the type of entity you describe.

Allowed Values:
More than one line of text.
Default Value:
None

Generate

Description:
Creates an entity and opens the Entity Preview: Edit before Creating screen.

GenAI creates the entity based on the description the entity designer enters as a prompt.

Entity Preview: Edit before Creating screen

Shows a preview of the custom entity to make any changes.

Figure: Entity Preview: Edit before Creating screen

Entity Preview: Edit before Creating screen

Fields

Field NameDefinition

Include

Description:
Specifies whether to add the entity fields to the custom entity.
Allowed Values:
  • On - The entity fields are added to the custom entity.
  • Off - The entity fields are not added to the custom entity.
Default Value:
On

Display Name

Description:
Specifies the name that shows for the entity field in the custom entity.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
Column names based on the entity description the app designer enters as a prompt.

Field Name

Description:
Specifies a unique, technical name for the entity field.

When you enter the value in the Display Name field, this field shows the value you entered in the Display Name field with no spaces.

Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
Default Value:
Shows the value in the Display Name field with no space.

Field Type

Description:
Specifies the type of data that the entity field contains.
Allowed Values:
  • Sequence Number - Creates a unique, sequential number for each new record of the entity field.
  • Boolean - A value that supports True and False. In a checkbox, usually selected is True, deselected is False.
  • Date - A date. A runtime app user can enter a date or select a date from a calendar.
  • DateTime - A date and time of day. A runtime app user can enter a date or pick a date from a calendar, and enter a time of day. The time of day uses AM or PM notation.
  • Decimal - A numeric value with a specified number of decimal places.
  • Email - One line of text (a string) in email address format.
  • Guid - A GUID.
  • Numeric - A numeric value, up to 18 characters
  • Percentage - A whole number that represents a percentage
  • People Picker - Shows a list of users, groups, or roles
  • Phone - A phone number with up to 20 numbers or special characters.
  • Picklist - Uses a picklist to populate a list of values. A runtime app user can select a value from the list
  • Range - A value that must be no lower than a minimum specified value, and no higher than a maximum specified value
  • Rich Text - Rich text in HTML format. You can set a maximum length, up to 4000 characters.
  • Text - Any combination of letters, numbers, or special characters in a single line of text. You can set a maximum length, up to 4000 characters..
  • Text Area - Any combination of letters, numbers, or special characters, with line breaks, up to 4000 characters.
  • URL - A web site address of up to 4000 characters. When a runtime app user clicks on the field, the URL opens in a separate browser window.
  • Yes/No - A variation on a Boolean field type that allows the values Yes or No. You can use Yes for selected values and No for deselected values.
Default Value:
Shows a data type interpreted for the field.

Sample Data

Description:
Shows a preview of the records for the configured field type.
Allowed Values:
Read only.
Limitations:
This field is reserved for future use.

Add Field Add Field icon

Function:
Adds a row for a new field.

Delete Field Delete Field icon

Function:
Deletes the selected row from the fields list.

Configure Picklist Configure Picklist icon

Opens this Screen:
Configure Picklist > Generate With AI screen
Description:
Configures a picklist with GenAI.
Limitations:
This field shows only if the data type for the field is Picklist.

Record Internal Field Type

Description:
Specifies the type of data that is accepted in the Record Display Name field.
Allowed Values:
  • Sequence Number
  • Date
  • DateTime
  • Email
  • GUID
  • Text
  • URL
Default Value:
Text
Limitations:
  • This applies if you select the Sequence Number option in this field.

    Each time a record is created for the entity, Data Entities creates a value for the Record Display Name field with an automatically incremented integer.

    When a new record is created, these rules apply to the Record Display Name field:

    • The Record Display Name field value for the first record that is created for the entity is 1. Each new record is created with an auto-incremented number — 2, 3, 4, and so on.
    • You can not give a custom value for the Record Display Name field.
    • In eForms that use this entity as a data source, the Record Display Name field is not required.
  • This applies if you select the field type other than the Sequence Number option.

    When a new record is created, these rules apply to the Record Display Name field:

    • Each value entered for the Record Display Name field must be unique.
    • Values can be entered in the Record Display Name field through manual user entry (like in a form control form control on an eForm) or with variables that pass data from elsewhere in the app or an external data source.
    • The value for the Record Display Name field can not be auto-populated by Data Entities.
Example:
For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Record Display Name

Description:
Specifies the display name for the field that uniquely identifies a record in your entity. This field is similar to a primary key in a database.

A value for this field is required for every record. The type of value this field accepts, and how it is handled in your app, depends on the option you select in the Record Internal Field Type list.

When you create a custom entity, the value for the Record Display Name field is the name that appears in the AgilePoint NX UI to identify the unique, identifying field at design time — for example, in Data Entities or the App Builder. It is a label that describes the type of data that a user or app enters when a record is created at runtime, but this label is not an instance of that data. For example, if you want to use an e-mail address as the Record Display Name, the value for this field should be Email Address, not a literal e-mail address.

To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select Sequence Number.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None
Example:
Email Address

For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Record Internal Name

Description:
Specifies a unique, technical name for the Record Display Name field.

This is simply a technical identifier for the Record Display Name field. It is not a separate field from Record Display Name. It is a technical label for the same field. AgilePoint recommends you use a value that is similar to the Record Display Name field, only without spaces, so you can easily identify this field.

To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select Sequence Number.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
Default Value:
None
Example:
EmailAddress

For more information, including examples of how this field is used in Data Entities and apps, refer to Record Display Names, Record IDs, and Primary Fields in Data Entities.

Select Record Field

Description:
Specifies a unique column name from the list.
To Open this Field:
  1. On the Entity Preview screen, in the Record Internal Field Type, select one of these:
    • Date
    • DateTime
    • Email
    • GUID
    • Text
    • URL
Allowed Values:
A column name from the list.

This field shows the column names associated with the field type selected in the Record Internal Field Type field.

Default Value:
None

Record Description

Description:
Specifies an optional text description for the record.
Allowed Values:
More than one line of text.
Default Value:
None

Display Name

Description:
Specifies the name that shows for the custom entity in AgilePoint NX.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None

Plural Name

Description:
Specifies the name that shows for the custom entity when there is more than one. In other words, this is the plural version of the entity name.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None

Internal Name

Description:
Specifies a unique, technical name for the. custom entity.

When a user clicks this field, the field shows the value specified in the Display Name field with no spaces. This internal name becomes a table name in the database. After the Internal Name is created, it can not be changed.

Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
Default Value:
Shows the value in the Display Name field with no spaces.

Category

Description:
Specifies a category for your custom entity.
Allowed Values:
A category from the list.
Default Value:
None

Description

Description:
Specifies an optional text description for your custom entity.
Allowed Values:
More than one line of text.
Default Value:
None

Owner

Description:
Shows the name of the user who created the entity.
Allowed Values:
Read only.

Owner Full Name

Description:
Shows the full name of the user who is the owner of your custom entity.
Allowed Values:
Read only.
Default Value:
The full name of the user specified in the Owner field.

Publish Status

Description:
Specifies whether an entity is ready to use.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
  • On - An entity is ready to use.
  • Off - An entity is in draft.
Default Value:
On

Record Limit

Description:
Specifies the maximum number of records to get from an entity.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
An integer.

Range:

  • 0-1000000
Default Value:
1000000

Active

Description:
Specifies whether an entity can be used by an app.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
  • On - The entity can be used in apps.
  • Off - The entity can be viewed or changed in Data Entities, but it does not show in the App Builder.
Default Value:
On

Use The Default Event Logging For AgilePoint NX Apps / Create Detailed Audit Logs For This Entity

Description:
Specifies the audit level to track and store events that occur for the custom entity.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
  • On - Tracks and stores all events that occur on the entity.
  • Off - Does not store events for the entity except normal error logging for your app.
Default Value:
Off

Allow Entity Model Export

Description:
Specifies which users can export an entity model.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
  • On - All users who have access can export the entity model.
  • Off - Only Administrator and Entity Owners can export the entity model.
Default Value:
On

Allow Entity Model Import

Description:
Lets which users can import entity model to AgilePoint NX Data Entities.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
Default Value:
On

Allow Record Export

Description:
Specifies which users can export the records from an entity.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
Default Value:
On

Allow Record Import

Description:
Specifies which users can import records to an entity.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
Default Value:
On

Enable Analytics

Description:
Specifies whether an entity can be viewed or used for reports in Analytics Center.
To Open this Field:
  1. On the Entity Preview screen, in the Advanced Configuration section, turn on Show.
Allowed Values:
  • On - The entity can be viewed or used for reports in Analytics Center.
  • Off - The entity cannot be viewed or used for reports in Analytics Center.
Default Value:
On
Limitations:

This field is available in these releases:

Enable Data Tracking

Description:
Specifies whether to enable the Data Tracking feature for the entity to track the changes made to the entity fields.
Allowed Values:
  • On - The entity is enabled to use data tracking.

    You must enable data tracking at the field level to track changes in the specified entity fields.

  • Off - Data tracking is disabled. The system does not track the changes made to the entity.
Default Value:
Off

Configure Picklist > Generate With AI screen

Configures a picklist with GenAI.

Figure: Configure Picklist > Generate With AI screen

Configure Picklist screen

Good to Know

How to Start

  1. On the Entity Preview: Edit Before Creating screen, in the Field Type field, select Picklist.

Fields

Field NameDefinition

Select Option To Configure Picklist

Description:
Specifies whether to create a picklist with GenAI.
Allowed Values:
Default Value:
Generate With AI

What kind of options do you want in your picklist?

Description:
Specifies a text prompt to create a picklist.

Describe the purpose of the picklist with as much detail and as accurately as possible.

Allowed Values:
More than one line of text.
Default Value:
None

Generate

Description:
Creates a picklist.

GenAI creates the picklist based on the picklist description the app designer enters as a prompt.

Display Name

Description:
Specifies the name that shows for the picklist.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None

Internal Name

Description:
Specifies a unique, technical name for the picklist.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
Default Value:
None

Name

Description:
Specifies the name that shows for the picklist item.
To Open this Field:
  1. Click Generate.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
  • Special characters
Default Value:
None

Value

Description:
Specifies a unique, technical name for the picklist item.
To Open this Field:
  1. Click Generate.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
Default Value:
None

Add Item

Function:
Adds a row for the Name and Value fields.

Delete Delete icon

Function:
Deletes the specified picklist item.

Save

Function:
Saves the configuration for the picklist.

Configure Picklist > Select Picklist screen

Configures the picklist that exists in AgilePoint NX.

Figure: Configure Picklist > Select Picklist screen

Configure Picklist screen

Good to Know

How to Start

  1. On the Entity Preview: Edit Before Creating screen, in the Field Type field, select Picklist.

Fields

Field NameDefinition

Select Option To Configure Picklist

Description:
Specifies whether to create a picklist with GenAI.
Allowed Values:
Default Value:
Generate With AI

Picklist

Description:
Specifies a picklist to use for the entity field values.
Allowed Values:
A picklist from the list.
Default Value:
None

Name

Description:
Shows the name for the picklist item.
To Open this Field:
  1. In the Picklist field, select a picklist.
Allowed Values:
Read only.

Value

Description:
Shows the unique, technical name for the picklist item.
To Open this Field:
  1. In the Picklist field, select a picklist.
Allowed Values:
Read only.

Save

Function:
Saves the configuration for the picklist.