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Generate a form using Generative AI

You can generate a form using Generative AI with a quick set of controls and properties.

The Chat with Copilot icon helps you open a Chat window where you can provide your request and get a response from the Copilot. For tips on how to use a Copilot, see Tips for using Copilot.

  1. On the TotalAgility Designer Home page, click the Design a form card.
    The New form Design view opens in a new browser tab.
  2. Click the Chat with Copilot icon in the bottom right corner.
    The floating Chat with Copilot window appears with the following message: "Welcome <username>, what type of form would you like to create? An example request might be "Onboard a new employee."
  3. In the Chat box, enter your request:
    1. Do one of the following:

      • Use plain text such as "Create a form for onboarding a new employee".

      • Select an image using the Image icon and then enter your request such as "Create a form using this image".

        • Supported image types are JPEG, PNG, JPG, GIF and WebP. If an unsupported type is used, an error appears.

        • When you request the AI provider to create a form based on the image, not all models support the use of images. Currently, the supported model is "gpt-4-vision-preview."

    2. Click the Return icon or press Enter.

    The Copilot returns the following response:

    • A form (read-only) with form name, basic controls such as Text box, Multi-line text field, and Check box, and the Submit and Cancel buttons. You can save and release the form.

    • The read-only Properties panel.

    • A message in the Chat window: "A form <name> has been generated. Would you like to make any changes or are you ready to generate the form?"

    • The options to generate the form or start over creating the form.

  4. Once a form is created by Copilot, you can do the following:

    • Submit another request in the Chat box for a change in the existing form. For example, submit the following request for a change in the existing form: "Add employee address after phone number" or select another image and request to recreate the form and press Enter.

      The AI provider recreates the form.

    • Click Generate form in the Chat with Copilot window.

      • The form is regenerated and the following message appears in the chat window: "Congratulations! Your form is now available. You will be redirected to the form automatically in 5 seconds."

      • The newly generated form opens in the TotalAgility Form designer and is locked. The form properties are enabled. You can use this form like any other form.

      • An audit log entry is recorded that the form is generated using generative AI.

    • Click Start over in the message.

      • The request is cleared.

      • You can enter a new request.

      If you have started to create a form but not saved or released it, you can still use Generative AI but the form will be replaced. Once you save or release a form, the Chat with Copilot icon disappears.

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