› System › System settings › Utilities › Enable Copilot on forms

Enable Copilot on forms

You can enable Copilot on multiple TotalAgility forms at once without configuring each form separately.

  1. Navigate to System > System settings > Utilities > Enable Copilot on forms.

    The Enable Copilot on forms dialog box appears.

  2. Under Copilot, on the Insights type list, select Dashboard or Generative AI.
  3. In the Header label box, enter a name for the dashboard or Generative AI to be displayed.
  4. On the Provider list, select a Generative AI provider.
    The provider list includes the AI providers configured in Integration > Generative AI . See Integrate Generative AI with TotalAgility.
  5. Select the check box for forms for which you want to enable Copilot or select the checkbox on the table header to select all the forms at once.
  6. Click Release. The selected forms are updated for Copilot and released.

    • When you select Dashboard as insights type and if a form does not have any Charts, Tiles, Tables, Work queue, Job list or Workload control, Copilot is not enabled for that form.

    • If a form is previously configured with Copilot, selecting that form in system settings overrides the existing Copilot settings.