Before you Begin

• Ensure the the custom Entity Manager is visible by configuring it using the Persona App Manager.​

You will find a list of standard/ custom entities. Ensure you make a new Custom Entity, since the standard entities might be in use.

Permissions

Ensure you have enabled the permissions for Entity Studio through a Global/ Workspace role.

Overview

Entity Manager is utilized to manage and create custom entities. These entities serve as a centralized database accessible across all applications within the Sprinklr environment. Additionally, you have the capability to manage pre-created entities.

Creating a Custom Entity

1. Navigate to the Entity Manager window, where you'll find the standard custom entities already created.

2. Switch to the Custom tab and click Create Custom Entity located in the top right corner to initiate the creation of new entities.

   ​

   

3. On the Create Custom Entity window, provide the following details:

   ​

   

   1. Entity Name: Enter the desired name for the entity.

   2. Plural Entity Name: Specify the plural form of the entity name.

   3. API Name: Use underscores in the API name for consistency.

   4. Description: Optionally, provide a brief description of the entity.

4. Click Create at the bottom.

To Add Entity Fields

1. After creating a custom entity, click View alongside it. This action will navigate you to the Fields and Relationships window.

   ​

   

2. On the Fields and Relationships window, you'll find standard entity fields common to all custom entities.

   ​

3. To add new fields, click Create Field in the top right corner. These entity fields/columns allow you to capture relevant information related to the entity in a format of your choice.

   ​

   

4. On the Create Field window, select the desired Field Type, such as Text, Number, Date, Single Select, etc.

   ​

   

5. Specify the Name and API Reference Name for the field.

6. Add Help Text and a Placeholder for the field. The placeholder text will be displayed when the field is empty.

7. Mark the field as Mandatory if you need the field to be captured while capturing all other fields

8. Click Save at the bottom to create the field.

9. If you need to make any changes later on, simply click Edit alongside the respective field.​

   Please Note:

   

10. Some entitiy fields are created by default. These fields will not have "_c_" preceding their name in the API Reference Name column.

    Create the fields you would like to use instead of overwriting the pre-exisiting standard fields.

Next Steps

1.You can now use this custom entities in a Dialogue Tree node. Please note, you will have to add records throught the Dialogue Tree node or through a file using the Data Connector to start populating data in the fields

2. You can view any records added to fields using the record manager. It can be created from the Entity Manager, and the view can be set using a persona app. To learn how visit the article on Dynamic Record Manager.