Configure workplace data sources

  • Release version: Australia
  • Updated October 23, 2025
  • 1 minute to read

    • 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

    1. Navigate to All > Workplace Insights > Data Source.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Workplace Data Sources form
      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.
      • If  AND  is selected, all conditions must be matched.
      • If  OR  is selected, either condition can be matched.
      This field appears when you select Table from the Source field.
      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 and select the indicator for the data source.
      Specify the details for the following fields that appear when you select Indicator in the Source field.
      • Time Period
      • Step
      • Breakdown
      • Aggregator
      For more information about the fields, see Performance Analytics indicators.
      Note:
      The PA admin role (pa_admin) must be explicitly assigned to users for them to run historic indicator jobs and edit indicators.
    4. Select Submit.