Creating an entity

All objects created in Data Fabric are referred to as Entities.

1. Navigate to Data Fabric. The Entities page opens.
2. Select Create New Entity. The entity creation wizard opens.
   
   

   

   
   
3. Select Untitled entity to provide details about your entity. The Settings panel opens.
4. Enter a Display Name for your entity. The Display Name is the name displayed when you import the entity in Studio. This field can be modified after the entity is created.
5. Enter a Name for your entity. The Name is can be alpha-numeric, but it must start with a letter. It must have between 3 and 30 characters.The Name field is automatically populated with the same value provided for the Display Name. You can only change its value during the entity creation process. Once the entity is created, the Name field cannot be edited.
6. Optionally, add a Description for your entity.
7. To restrict access to records, use the Enable role-based record access toggle.
8. Select Save.
9. To add fields manually, select Add object in the entity creation wizard.
10. In the Add object panel, select a source type.
    1. To add fields from external systems, such as Salesfore or SAP, select External source.After you select an external system from the External system dropdown, a connection is either populated by default in the Connection field, or you need to add a connection manually by selecting Add new connection. If you need to select Add new connection, a new browser tab opens prompting you to provide authentication information to connect UiPath to your selected external system.After the Connection field is populated, select the object from the Object dropdown.
    2. To add fields locally stored with UiPath, select Local fields.
    3. Select Proceed.
       
       

       

       
       

       
       

       

       
       

       Note: To encrypt data for Text and Multi-line Text fields with Customer-Managed Keys (CMK), enable the Encrypt Data checkbox in the Advanced options panel of the field you want to encrypt.

       
       

       

       
       
11. Select Manage joins to connect joins between fields from multiple, different source types. In the Manage joins section, you have to map the fields from two different sources by selecting the Primary object, Primary field, Referenced object, and Referenced filed from the dropdowns.
    
    

    

    
    
12. Select Save.

The new entity is displayed in your Entities list.

Modeling for entities connected to multiple systems

With multi-source entity modeling, you can reference fields from multiple external systems (e.g., Salesforce, ServiceNow) along with their own defined fields.

We recommend a star schema approach when connecting more than one system. All connected systems, including custom-defined fields and external objects, should map directly to a core entity, rather than chaining through one another.

Note: The core entity can be any primary entity (custom or external-backed) that serves as the central model, with which all systems are connected.

This star schema approach creates a clean layout, as presented in the following example: