Create and Edit Forms with AI

Overview

The AI Form Builder creates and configures forms from a natural language description or an uploaded document — whether you are starting a new form or editing an existing one.

The AI can configure the following:

Read more about forms in:

• Create & Edit Forms
• Edit Form Settings
• Field Types
• Edit Field Properties

Not supported in the current version:

• Conditional visibility — set this manually after generation
• Field permissions — set these manually after generation
• Creating new lists — create the list first, then ask the AI to assign it to the field

The AI Form Builder consumes your AI usage limit. Read more in AI Usage Limits and Upgrades. If you reach your limit, you can still build and edit forms manually using the Add fields tab.

Read more about Privacy & Security for AI Features.

How to Access the AI Form Builder

1. Click Forms and Lists
2. Click Forms
   
3. Click + Create a new form
4. OR click on an existing form to open it
   
5. The AI Form Builder input appears in the left panel
   

If you do not see the AI Form Builder, AI access may not be enabled for your account. Contact your administrator or read more in AI Usage Limits and Upgrades.

Build Your Form with AI

You can describe the form you need in text or upload an existing document — the AI will respond with a list of proposed changes based on your input.

Your AI conversation does not carry over if you open a different form or reload the page.

1. Enter a description in the input field
2. OR click + to upload a document
3. Click the Send icon
   
4. After your first message, the left panel shows two tabs: AI Form Builder and Add fields. You can switch between them at any time to combine AI generation with manual editing.
5. The AI responds with proposed changes — review and apply them as described in Review and Apply Suggestions below
6. Click Apply to form to confirm
   
7. Click Save when you are done with the form

Supported file formats: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX. Maximum 10 MB per file, up to 3 files, and 100 pages combined.

Review and Apply Suggestions

Before applying, the AI groups the proposed field changes by type:

• Fields to be created
• Fields to be updated
• Fields to be deleted

Hover over the Apply to form button to preview all pending changes before confirming — you can see which fields and properties will be updated. The preview is only visible while hovering.

To exclude a specific change before applying:

1. Click the change to deselect it
2. Click Apply to form
   

If you send a follow-up before applying, the latest response shows all pending changes. Apply to form applies everything at once.

AI-highlighted fields

When the AI applies changes, created and edited fields are highlighted with a coloured border so you can identify and review AI-generated content. The highlight is removed when you edit the field manually or when you save the form.

Refine Your Form

After applying, you can continue the conversation to adjust the form. Each follow-up uses the same confirm-then-apply flow.

Examples:

• "Enable signatures and add a numbering sequence starting at 10001"
• "Move all checklist fields into a group called 'Site Conditions'"
• "Translate all field names to German"

Undo Changes

To undo the last AI-applied changes, send a follow-up message such as:

• "Undo last changes"
• "Revert that"

You can also prevent unwanted changes before applying by clicking individual changes to deselect them.

To discard all AI-applied changes at once, close the form without saving — this reverts to the last saved state. Save your form before using the AI Form Builder if you want to have a clean state to return to.