This page describes how to create AI-generated sample data for your record type.
When you create a new record type, you'll often need to fill it with test data to see how different parts of your application interact. Develop and test your applications faster by generating this sample data with artificial intelligence (AI). With Appian AI Copilot, you can automatically create realistic record data for existing record types and bypass lots of manual entry. This capability provides secure, authentic record data suitable for effective demos and in-depth testing.
For more complex setups, like a fully developed application environment, you can create sample data for the record type and its related record types all at once. This approach is more efficient than updating each record type individually.
This capability is available only for record types that use an existing database as their source and have data sync enabled. It's not meant for performance simulation or identifying issues in production environments.
AI Copilot can create sample data for a record type and any of its one-to-many related record types. However, AI Copilot cannot create sample data:
You must contact Appian Support to enable this feature. This capability is available only on Appian Cloud and for environments in these regions:
If your Appian environment is in an unsupported region, you can choose to send your data to a supported region. This won't change your environment's region. For more information, contact Appian Support.
If your base record type has related record types, a different screen displays before the sample data is presented. Here you can choose whether you want to create sample data for your related record types. If you don't want to make sample data for some related record types, just clear the checkbox next to their names.
If you have trouble creating sample data because of related record types, a screen will display and show you which ones are causing the issues. See Related record type issues in the Troubleshooting section for more detailed information.
To create sample data:
Click GENERATE SAMPLE DATA.
Result: Appian AI Copilot analyzes your record type's name, its user-friendly display name and descriptions, as well as its fields. Using this information, it creates preliminary sample data and presents it on the Create Sample Data screen. However, depending on your data model's configuration, one of the following results may occur instead.
| If there are related record types that you… | Then… |
|---|---|
| can create data for | a screen displays where you can choose whether you want to create sample data for your related record types. Clear the checkbox next to any related record types for which you don't want to create sample data. |
| cannot create data for and they currently don't have data | a screen displays with a list of the related record types that your record type depends on. These related record types either don't contain data or you can't access them. To continue, insert sample data in the related record types or if access is an issue, contact your system administrator. After the issue is resolved, you can return to your base record and try to again. |
With the advanced configuration options, you can customize your sample data exactly how you want it: select the specific number of records, choose which fields to include, and add any special instructions.
To display the advanced configuration options, click Show Advanced Configuration. Click Hide Advanced Configuration to collapse the panel.
| Option | Description |
|---|---|
| How many records do you want to generate? | Choose how much sample data you need - 10, 25, or 50 new records. |
| How many records do you want to generate for each base record? | (Related record types only) Choose how much sample data you need - 1, 2, or 3 new records for each base record that gets created. |
| Record Fields | Select which details you want to create. AI Copilot will create sample data for the record fields you select. Clear the checkbox next to the field(s) that you don't want sample data for. Primary key and relationship fields are automatically selected and locked to prevent deselection. This safeguard ensures their connections remain intact. |
| Additional Instructions | Tell AI Copilot about any specific details you want it to consider when creating your sample data. For example, you could provide details about what to include or avoid. For example, you can enter something like this: Include a range of 50 to 90 percent in the discount column. |
| REFRESH ALL DATA | Click REFRESH ALL DATA to simultaneously regenerate sample data for both the base record type and any related record types, provided you're also creating data for related record types. |
Once you have created your sample data, you can edit the generated data or add entire new rows of sample data directly from the Data Preview page in the record type.
To add a new row, simply click ADD ROW and enter the sample data for one or more new rows to include in the record type.
To edit a field value in an existing row of data, click the edit icon next to any row and make the necessary changes.
Once you're done adding and editing rows, you'll see your changes above the grid in a Write Changes section. You must click the Write Changes button to apply these changes to the source data, even if you click the Save Changes button on the record type.
If your record type depends on related record types that do not have any data, you might see a message like this:
These are related record types that your record type depends on, but they don't contain data or you can't access them. To continue, insert sample data in the related record type(s) or if access is an issue, contact your system administrator.
To resolve this issue:
If AI Copilot doesn't return the requested amount, several factors might be at play:
Create Sample Data
