Testing a model

After you add a model to a view, you can test the model.

About this task

Use the following instructions to test a model.

Procedure

  1. Open a view for an object that includes the model configuration. For example, if you added the model to a Creation View, create a new object of that type.
    Ensure that the view you added the model to is displayed as the View name. If it isn't, ensure that the stage on the workflow doesn't have a task override specified.
  2. Do one of the following steps:
    • If you configured the model to run automatically, enter or modify values for the input fields that the model requires. The insights icon View insights icon identifies an input field. If you configured notifications, a notification is displayed when the model finishes running.

      If your configuration is using the Set fields or Set tags insight type, and you selected Threshold set, one of the following actions occurs:

      • If you specified a minimum confidence threshold, Set minimum confidence threshold for setting tags and fields, the fields or tags are automatically set if the threshold you specified is met or exceeded.
      • If you did not specify a minimum confidence threshold and the model is configured to set fields, the first entry in the list is automatically applied to the field.
      • If you did not specify a minimum confidence threshold and the model is configured to set tags, all tags are applied to the object.

      If you want to see the results, click the View insights icon associated with the input field you modified. The results are displayed in a side panel.

    • If you configured the model to run manually, click the View insights icon associated with an input field to run the model. If you configured notifications, a notification is displayed when the model finishes running. The results are displayed in a side panel.

      If your configuration is using the Set fields or Set tags insight type, and you selected Threshold set, one of the following actions occurs:

      • If you specified a minimum confidence threshold, Set minimum confidence threshold for setting tags and fields, the fields or tags are automatically set if the threshold you specified is met or exceeded.
      • If you did not specify a minimum confidence threshold and the model is configured to set fields, the first entry in the list is automatically applied to the field.
      • If you did not specify a minimum confidence threshold and the model is configured to set tags, all tags are applied to the object.

    In the following figure, a model uses the Description field for input. When you clickView insights icon, the insights that the model generated from the Description are displayed in the Insights panel.

    Figure 1. Example of using a view to test a Set fields model
    An example of using a view to test a Set fields model.