
Use **Build Forms with AI** when you want to go from “I know what I need to track” to a working form much faster.

Instead of building every field one by one, you can describe the workflow, the values people should enter, and any validation or calculations you need. AI adds the structure directly into the form editor.

This uses the same AI builder workflow available inside the form editor.

## See the flow first

Start with a blank form in the editor.

![Blank form editor with title, description, Add Field, and live preview.](/docs/channels/forms/03-blank-form-editor.png)

Add or review fields in the editor before you refine the structure further.

![Form editor showing a configured field and live preview.](/docs/ai/ai-form-builder/01-field-configured.png)

Open **AI Assist**, describe the form you want, then apply the generated structure to the editor.

![AI Form Builder open with a prompt ready to generate the form draft.](/docs/ai/ai-form-builder/02-ai-builder-prompt.png)

## Open the builder from Forms

1. Open a channel.
2. Click the **Forms** tab.
3. Click the **+** button.
4. Choose **Blank Form**.
5. In the form editor, click **AI Assist**.

You can also open **AI Assist** while editing an existing form.

## What AI can build for you

The builder can create:

- a title and description
- the main field structure
- clearer labels and sections
- dropdown options
- required fields
- validation rules
- calculated fields and expressions

This works best when you describe the real workflow instead of listing only a few field names.

## Ask for a form with confidence

Good requests often explain:

- what the form is used for
- who will fill it out
- which values must be captured
- which values should be calculated
- what should be required or validated

For example, you can ask for:

- an inspection checklist
- a work-order intake form
- a downtime tracking form
- a quality record with pass or fail logic
- a production entry form with totals and calculated fields

## Review the structure

Before you apply the result, review:

- the suggested title
- the description
- each field
- metric matching
- options for list fields
- validation details
- any expression that was suggested

The preview helps you confirm that the form matches the workflow before you add it to the editor.

## Apply the form and keep improving it

Before applying, choose whether to:

- replace the current fields
- or append the new fields to what you already have

After the form is applied:

- review the metric for each field
- refine field names and labels
- adjust options or validation
- test calculated fields carefully before saving

You can run the same builder again later if you want AI to add more fields, reorganize the form, or improve what is already there.

![AI Form Builder showing a downtime report with generated fields and preview.](/docs/ai/ai-form-builder/03-ai-builder-result.png)

## Read next

- [Forms](/docs/forms/channel-forms) - Start from the Forms tab and create a new form.
- [AI Form Fill](/docs/ai-assistance/form-fill) - Fill an existing form from text or an image.
- [AI Form and Data Source Builder](/docs/ai-assistance/form-and-data-source-builder) - Open the broader guide for forms and custom data sources.


Turn a rough idea into a working form with AI-generated fields, options, validation, and calculated fields.

Build Forms with AI


Use **AI Form Fill** when you want help completing a form from notes, copied text, or a photo of a paper form.

The current form page gives you three AI-related actions in the header:

- **Scan image** to capture a photo and fill the form quickly
- **Choose image** to upload an image file and fill the form quickly
- **Use AI** to open the full AI Form Fill panel with a review step

## Navigation

Open a form on its full page first.

AI Form Fill is available from the form page header, so you can start from the live form you are already working on.

## Choose how to use AI

There are two main ways to use AI on the form page:

- the fast image path from the header icons
- the full **Use AI** panel for a more reviewable draft flow

Use the fast image path when speed matters most. Use the full AI panel when you want more control before anything is applied to the form.

## Open AI Form Fill

1. Open a form from the **Forms** tab.
2. On the full-page form, look at the actions in the top right.
3. Click **Use AI** to open the AI Form Fill panel.

## Use the fast image path

Use the header image actions when the goal is simply to fill the form from a photo as quickly as possible.

You can start in either of these ways:

- click **Scan image** to capture a photo
- click **Choose image** to upload an image from the device

This path is best when speed matters more than reviewing a draft first.

## Use the full AI panel when you want review and control

Open **Use AI** when you want to:

- fill from text or image
- review what AI understood
- inspect the draft before it changes the form
- update the draft with follow-up instructions

The panel opens on the right side of the form and stays connected to the current form while you work.

## Choose text or image

Inside the AI Form Fill panel, choose one of these modes:

- **From Text** when you already have notes, copied details, or typed instructions
- **From Image** when you want to upload a paper form, work order, or photo

In **From Image**, the panel first reads the image and shows a **Text Preview** before you create the draft.

## Create a draft

AI Form Fill uses a draft-first workflow.

1. Enter text or choose an image.
2. Click **Create Draft**.
3. Review the **AI Draft** summary and matched fields.
4. Click **Apply To Form** when the draft looks right.

This review step helps you check the result before the form is updated.

## Update an existing draft

After a draft is created, you can refine it instead of starting over.

In text mode, the main text box changes to **What Should Change?**

Use it for follow-up instructions such as:

- change the due date to tomorrow
- change the operator name
- remove the PO number

Then click **Update Draft** and review the new result before you apply it.

## What works best

AI Form Fill works best when the source clearly includes:

- names or labels that match the form fields
- short values such as order numbers, dates, names, quantities, and notes
- a clear photo with readable text

It is especially helpful for paper-based work that needs to be entered into a digital form more quickly.

## Read next

- [Forms](/docs/forms/channel-forms) - Open forms from the channel workflow.
- [AI Form and Data Source Builder](/docs/ai-assistance/form-and-data-source-builder) - Create the form itself, not only fill it.



Use AI Form Fill on the full-page form to fill from text or an image, review an AI draft, and apply the result to the form.

AI Form Fill


Use the **Forms** tab when you want to open forms that belong to the current channel.

This tab keeps form work tied to the right channel, so it is easier to review existing forms, open one quickly, or start a new one.

## Navigation

Open a channel first, then click the **Forms** tab.

Use this tab when forms are part of the channel's day-to-day work and you want to stay in the same channel while moving between related items.

## What you can do here

- Use the **Forms** tab to review forms for the current channel.
- Open a form when you want to read it, fill it in, or update it.

## Open the Forms tab

1. Open a channel.
2. Click **Forms**.
3. Review the forms shown for that channel.

![Forms tab with the form list visible.](/docs/channels/forms/01-forms-list.png)

## Open a form or start a new one

From this tab, you can:

- open a form you already use
- start a new blank form
- use AI to build a form
- create a task form when that matches the work you need

If you are not sure which form to open, start in this tab and review the list first.

To create a new form, click the **+** button in the top-right area of the tab.

![Create New Form options with Blank Form and Custom Task.](/docs/channels/forms/02-create-form-options.png)

## Start a blank form

Choose **Blank Form** when you want to build a standard form from scratch.

After the editor opens, you can:

- enter the form title
- add a short description
- use **Add Field** to build the form structure
- review the live preview on the right while you work

![Blank form editor with title, description, Add Field, and live preview.](/docs/channels/forms/03-blank-form-editor.png)

## What this tab is good for

Use the Forms tab when you want to:

- keep form work connected to the right channel
- find forms without searching the whole app
- move from one form to another without leaving the channel

## Tips

- Start here when a form belongs to one specific channel.
- Open the full form page when you need more space to review or complete the form.
- If you need to create something new, use the **+** button in this tab.
- Choose **Blank Form** for a standard form or **Custom Task** when the work should follow a task-style workflow.

## Read next

- [Build Forms with AI](/docs/forms/build-forms-with-ai) - Let AI build the form structure for you.
- [AI Form Fill](/docs/ai-assistance/form-fill) - Fill an existing form from text or an image.


Use the Forms tab to open forms that belong to the current channel and start new form work in the right place.

Browse Guides

Build Forms with AI

See the flow first

Open the builder from Forms

What AI can build for you

Ask for a form with confidence

Review the structure

Apply the form and keep improving it

Read next