Creating a New Data Source by Combining Entities

Creating a New Data Source by Combining Entities

This guide explains how to create a new data source by combining entities that are already available in the FreeText.ai platform.

Prerequisites

• You need to have an active FreeText.ai account.
• You should be logged into your FreeText.ai dashboard.
• You should have already created/uploaded entities within your account.

Step-by-Step Instructions

1. Navigate to the Data Sources Section:
   • From the main dashboard, look for the "Manage" icon or menu item (often found in the left-hand navigation bar).
   • Click on "Manage."
   • Select "Data Sources" from the Manage menu. This will bring you to the Data Sources management page.

2. Initiate the Creation of a New Data Source:
   • On the Data Sources page, locate and click the "Create Data Source" button (typically found in the upper-right corner).

3. Configure Basic Data Source Details:

   • A form to create a new data source will appear.

   • Category: Select the appropriate category for the new data source. (leave as-is if there is only one category)

   • Name: Enter a descriptive name for the new data source. This name should clearly indicate the purpose or content of the data source.

4. Add Existing Entities as Sources:

   • In the "Sources" section, click the "+ Add New Items" button.

   • In the modal that appears, you will be given three options. Select "Existing Data Sources" to add entities that are already present in the system.

   • Locate the Entities You Want to Combine:

     • Use the search bar, filters, or scroll through the list of available entities to find the ones you want to include in the new data source.

     • Search: You can type the entity name in the search bar to find a specific entity.

   • Select the Entities:

     • Check the box next to each entity that you want to add to the new data source.

     • You can select multiple entities to combine them into a single data source.

     • Select "Done" to add them to the sources.

5. Review the Selected Sources:

   • The "Sources" section of the form will now list the entities you have selected.
   • You can review the list and remove entities if needed by clicking the "X" next to the entities.

6. Finalize and Create the Data Source:

   • Once you are satisfied with the selected sources and the configured details (Category, Name), click the "Finish" button (usually in the upper-right corner).