The Form Designer Agent is an AI-powered tool that creates digital Form Templates based on user-provided instructions or reference files. It reduces the need to manually configure individual Form fields and allows users to make further changes through the in-app AI Assistant.
Prerequisites
Privileges
Privilege | Description |
Manage AI Admin | Allows users to access Manage AI under Administration Settings and configure AI Agents. |
AI Form Template Generator | Allows users to access and use the Form Designer Agent. |
NOTE: An administrator must add the Form Designer Agent to the System Agents list before it becomes available to users. Users must also have the AI Form Template Generator privilege assigned to their role.
Permissions
NOTE: This additional permission is required ONLY for users in the UAE and EU data centres to access and use the Form Designer Agent. Users in other data centres do not require this permission.
Permission | Description |
Developer Edition - Project Form Setting | Enables access to the Project Form settings required to use the Form Designer Agent in the new AppBuilder. |
System Requirements
Requirement | Description |
Asite AI Agents Subscription | Provides access to AI Agents and enables their configuration and use. |
How Do I Create a Form Template Using AI?
NOTE: The Form Designer Agent is only supported in the new AppBuilder. It is not available in the legacy AppBuilder.
From the Dashboard, click the More tab.
Select Admin from the dropdown.
Select AppBuilder.
Click Create New.
In the Create a Form Template pop-up, select Create using AI.
Click Create Template.
In the Create a Form Template pop-up, enter the Form Template Name and Category.
Click AI Chatbot.
Provide the required information to the AI Assistant using one of the following methods:
Enter instructions: Describe the Form Template and the fields to be included.
Upload a reference file: Upload an image or PDF of the Form to be created.
NOTE: The AI Template Generator uses the uploaded file as a reference when generating the Form Template. Supported formats are JPG, JPEG, PNG, or PDF, with a maximum file size of 2 MB.
Click Create Template.
The AI Template Generator processes the provided information and generates the Form Template. This may take some time.
The generated Form will open in the AppBuilder Designer.
NOTE: After creating a Form Template, further changes can be made using the in-app AI Assistant in the AppBuilder Designer.
