Generate a Form from a Template or Prompt

Examples

• (External) Auto-Generated Apps Now Support Adding Approval and Comment Fields
• (External) Computer Vision – Powered Business Process from Mockup to Automation
• (External) GenAI for Building Master – Detail Forms
• (External) Go from an Idea to Enterprise Business Process App in Minutes
• (External) GenAI is Here to Build Your Form-Based Apps
• (External) Pixels to Productivity: Generative AI Turns Images into Apps
• (External) From PDF to an App in a Snap using GenAI
• (External) AgilePoint + Generative AI: From Spreadsheets to Smart Apps
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Prerequisites

• To create an app with GenAI, these prerequisites apply:
  • An AgilePoint license that supports GenAI.
  • These access rights:
    • Enable App Builder Access
    • Create, Delete, And Import Apps
    • Create Process Models
    • Allow Generative AI Access

    For more information, refer to:

    • Roles
    • (Example) Add a Role
  • You must be a member of the Entity Designers or Global Data Entities Permission Managers permission group.
  • On the App Builder > Common > Settings tab, turn on these settings:
    • Generative AI
    • Excel
    • PDF
    • Image
    • Let AI Decide
• To create an app with GenAI, these prerequisites apply:
  • An AgilePoint license that supports GenAI.
  • These access rights:
    • Enable App Builder Access
    • Create, Delete, And Import Apps
    • Create Process Models
    • Allow Generative AI Access

    For more information, refer to:

    • Roles
    • (Example) Add a Role
  • You must be a member of the Entity Designers or Global Data Entities Permission Managers permission group.
  • On the App Builder > Common > Settings tab, turn on these settings:
    • Generative AI
    • Excel
    • PDF
    • Image
    • Let AI Decide

Good to Know

• If you use GenAI to create a form, the data source is Data Entities.

  If you want to use a different data source, on the Do you want AI to create your form? screen, select Auto-Generate Form Based On A Data Source.

• To create a form with GenAI, these rules apply:
  • You can use a Microsoft Excel file as a template for your form. The Excel file must meet these requirements:
    • The file cannot be larger than 10 MB.
    • Only the first sheet is considered.
    • The first row is considered the field name.
  • You can use an image file as a template for your form. The image file must meet these requirements:
    • Supported file types are .png, .jpg, and .jpeg.
    • The file cannot be larger than 10 MB.
    • Regardless of the number of pages, only one form is generated.
    • Any other content is ignored, including images, icons, or descriptive text.
    • The minimum required resolution is 512 x 512 pixels.
  • You can use a PDF file as a template for your form. The PDF file must meet these requirements:
    • The file cannot be larger than 10 MB.
    • The PDF cannot be more than 5 pages.
    • Regardless of the number of pages, only one form is generated.
    • Any other content is ignored, including images, icons, or descriptive text.

How to Start

1. Create an app.

   For more information, refer to Create an app.

2. On the Do you want AI to create your form? screen, click Create Form With AI.

   
   
   

3. Click Next.

Specifies the type of input for GenAI to create an eForm.

Fields