Demo Data Module Overview

What is the Demo Data module?

Case Management Studio ships with the Demo Data module, a pre-built, self-contained application that provides sample data packs that partners, solution consultants, customers, and implementation teams can load into the Case Management Studio Base application to support feature and functionality demonstrations. The demo data packs include a combination of configuration and transactional data with predefined case types, automation rules, tasks, task blocks, workflows, and data.

The Demo Data module also allows user accounts to generate test user accounts.

Once installed, the Demo Data module can be optionally run on partner and customer Case Management Studio sites.

What does the Demo Data module offer?

Greater control over case demo data

Whether you are an Appian partner or a delivery team member tasked with demoing Case Management Studio to new prospects or existing customers, having realistic case data is critical to facilitating a successful demonstration.

The Demo Data module gives you greater control over the sample data loaded into Case Management Studio. From the application home page, you can load two demo data packs:Fraudulent Transactions (DEMO) and Residential Permits (DEMO). Each pack consists of a single case category and two case types.

By selecting “Load Data” realistic demo data including case categories, case types, tasks, task blocks, case workflows, data fields, and sample cases are loaded into the system. This serves as an invaluable reference point when building out your own use case on Case Management Studio.

You can view the status and details of any data load initiated in the Demo Data site by checking the Demo Data Load History Log.

Once the demo data load completes, you’ll find pre-staged summary pages for each case type, with each data field pertinent to that case type configured.

You can also retry to load the demo data in the Case Management Studio Base application if the initial load ever fails.

Create test users

Having the right test users can help you demonstrate key Case Management Studio features by simulating real-life usage. This allows you to demonstrate how the application performs in different scenarios.

By default, when you install the Demo Data module and select a demo pack to load, test users for the case worker and case manager personas are also loaded.

This gives you the ability to evaluate and demo various views, actions, and workflows relevant to the case worker and case manager. In addition, you can demonstrate access control based on specific roles and responsibilities.

Ready to get started?

See Installing Demo Data to install the Demo Data module with your Case Management Studio application and empower your team with the data tools they need to deliver powerful and compelling product demonstrations.

After installing, be sure to follow the setup steps to incorporate Demo Data with your Case Management Studio application.

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