Configure workplace data sources
Configure multiple data sources to generate insights.
Before you begin
Role required: admin
About this task
Each data source is mapped to a prompt configuration, ensuring that relevant data is processed and transformed into actionable insights.
Procedure
Navigate to All > Workplace Insights > Data Source.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | The name used to identify the data source. |
| Application | By default, the application is set to AI Agents for Workplace Service Delivery. |
| Domain | By default, the domain is set to global. |
| Source | Option to specify the source from which this record is created. The following options are available:- Table - Indicator |
| Table | A source table from which the data is retrieved. The Table field appears when Table is selected from the Source list. Select the required table from the list. For example, Reservation [sn_wsd_core_reservation]. |
| Filter condition | Set the filters in the Filter Condition field and define the criteria.Add more conditions by selecting AND or OR.
|
| Field selector | A list of fields available for selection. This field appears when you select Table as the value in the Source field. |
| Indicator | The Indicator field appears when Indicator is selected from the Source list. Select the lookup icon Image omitted: look-up-icon.png and select the indicator for the data source.Specify the details for the following fields that appear when you select <strong>Indicator</strong> in the <strong>Source</strong> field.</p>
Note: The PA admin role (pa_admin) must be explicitly assigned to users for them to run historic indicator jobs and edit indicators. |
- Select Submit.
Parent Topic:Insight cards on the Workplace Central dashboard