Forms: Generate Fields Using AI

Overview

Generate Fields using AI creates a suggested starting set of fields while you create a new form. You provide the form information and optional context, review the generated suggestions, and then edit the proposed field list before creating the form.

AI-generated fields are a starting point. Review every field name, type, and description, and complete the form’s validation, layout, security, and workflow configuration before publishing the application.

Prerequisites

Before generating fields, make sure you have:

• App Designer access to the application
• A clear name and purpose for the form
• The application roles that should be allowed to create records
• A short description of the information the form should collect

Creating a Form with AI-Generated Fields

Forms are created from the Forms dashboard in the application.

1. Open the application in Edit mode and select Forms.
2. Select the option to create a new form. The New Form dialog opens on the Form Information step.
3. Enter the required Name for the form.
4. Optionally, enter a Description. The dialog allows up to 256 characters.
5. Select the Form Creators roles that should be allowed to create records with the form.
6. Turn on Generate Fields using AI.
7. In Add any extra context for the AI to consider when generating fields, describe the information the form should collect.

Example context: Create a purchase request form for employees. Include requester information, item details, estimated cost, business justification, and the date needed.

8. After completing the required form information, continue to the Form Fields step.
9. Wait for the generated field suggestions to appear, then review them before creating the form.

Reviewing AI-Generated Fields

The Form Fields step displays the fields generated by AI. Each suggestion includes a field name, a field-type icon, and a description.

1. Check that every Field Name uses terminology familiar to your users.
2. Review the field-type icon and confirm that the suggested type is appropriate for the information being collected.
3. Read the Description and confirm that it clearly explains the field’s purpose.
4. Select the Edit icon to change a suggested field.
5. Select the Delete icon to remove a field that is not needed.
6. Select + Add Field to add a field that was not included in the generated suggestions.
7. Select Regenerate Fields if you want AI to produce another set of suggestions. Review the new list before continuing.
8. When the field list is ready, select Create to create the form.
9. Select Cancel if you want to close the New Form dialog without creating the form.

Configuration Reference

Form Information

Field	Description
Name *	Required. The name of the form.
Description	Optional description of the form. The dialog allows up to 256 characters.
Form Creators *	Required. The application roles that are allowed to create records with the form.
Generate Fields using AI	Turns on AI-assisted field generation for the new form.
AI Context	Optional instructions that describe the information the AI should consider when generating fields.

Field Review Controls

Field	Description
Field Name	The proposed name that will appear on the form. Review it for clarity and consistency.
Field Type	Represented by the icon beside the field. Confirm that the suggested type matches the information being collected.
Description	Explains what information the field is intended to collect.
Edit	Opens the suggested field so its available settings can be changed before the form is created.
Delete	Removes the suggested field from the list.
+ Add Field	Adds another field to the proposed form.
Regenerate Fields	Requests another AI-generated field list using the supplied form information and context.
Create	Creates the form using the displayed field list.
Cancel	Closes the New Form dialog without creating the form.

After Creating the Form

Review the created form in the Form Editor before making it available to users. Check:

• Field names, descriptions, help text, and required settings
• Field types, selection options, default values, and validation rules
• Sections, layout, and field order
• Conditional visibility, formulas, and calculated values
• Form creators, application roles, field security, and workflow-stage security
• Views, reports, emails, PDFs, actions, and integrations that will use the fields