Improve efficiency and quality using refine records skill with Now Assist Context Menu
Improve record quality by enabling AI-assisted text refinement in the text fields of Product idea, Demands, Epic, Projects, Capability, Features, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms.
Before you begin
If you have users with custom roles that need access to this skill, you must update ACLs for those roles and also add those custom roles to the In product role.
Role required: You only need the roles required for the record type you want to refine.
About this task
Use the refine records skill and Now Assist Context Menu to simplify record creation and updates, reduce effort, and improve record quality. Within the rich or long text field of these records, you can use the now assist context menu to shorten or elaborate the text. For example, you can type a short sentence in the rich or long text field or select the existing text and then expand or shorten it. The skill considers other fields in the form to generate meaningful content that improves the record quality. You can also enter a long paragraph in the text field and shorten it without losing key information.
Enable portfolio, project, product, demand managers and agile team members to refine record content efficiently using the Elaborate and Shorten options and create records with sufficient information. The refine records skill helps in improving clarity and completeness of your records and reduces the rework due to missing or unclear information.
The refine records skill and Now Assist Context Menu is available in Strategic Planning Workspace, Portfolio Planning Workspace, Demand Workbench, Agile Development 2.0 and Project Workspace.
This task is explained using Strategic Planning Workspace as the example.
Procedure
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Select the Refine with Now assist menu and then select Shorten or Elaborate based on your requirement.
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Select Replace to replace the content in the text field.
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When you're finished refining the content, you can replace the existing content with generated content, provide feedback, or copy it.
Option Procedure Provide feedback for the generated text If you think that the generated text was helpful, select the helpful icon ( 
). If you think that the generated text wasn’t helpful, select the not helpful icon (
).This feedback improves the generative AI model and can help to improve the future versions of this skill. The system gathers the feedback on each generated summary and stores it in the generative AI logs (sys_generative_ai_log_list.do).
Copy the text Select the copy to clipboard icon ( 
) to use the generated text for another purpose, such as pasting it into an email.Note:The refine records skill and Now Assist context menu is available in the text fields of Product idea, Demands, Epic, Projects, Capability, Features, Stories, Project tasks, Risks, Strategic priorities, Goals, Targets, Initiatives, Feedback, Milestones, and Story forms.You can configure the Now Assist context menu for these forms and long text fields.
Table 1. Context Menu Configuration Table name Roles dmn_demand demand_user pm_project project_manager pm_project_task project_manager rm_story scrum_story_editor sn_align_core_project sn_align_core.apw_user sn_gf_strategy sn_gf.strategy_planner sn_gf_goal sn_gf.goal_user sn_gf_goal_target sn_gf.goal_user sn_align_core_initiative sn_align_core.apw_user risk project_manager sn_align_core_feedback sn_align_core.pf_user sn_milestones_milestone sn_align_core.apw_user sn_align_core_product_idea sn_align_core.pf_user sn_align_core_capability sn_align_core.apw_user sn_align_core_scrum_epic sn_align_core.apw_user sn_align_core_feature sn_align_core.apw_user sn_align_core_demand sn_align_core.apw_user