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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 Advanced Studio 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."

    The chat window also includes the Learn more about use of AI link. Click the link to know more about Tungsten Automation's commitment to responsible AI and compliance.

  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".

      • Use the attachment icon to upload images and files and then enter your request such as "Create a form using this image". When you upload a file, the text from the file is passed as input to the AI provider to create the form.

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

        • The file types of .xml, .csv, .txt are supported.

        • 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."

        • When you request the AI provider to create a form based on the uploaded file, the vision model is not supported.

    2. Click the Return icon or press Enter.

    You can cancel your request by clicking the stop button . This stops the AI provider from generating the response.

    The Copilot returns the following response:

    • A form (read-only) with form name, basic controls such as Text box, Multi-line text field, Check box, and Radio button list, 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 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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