Use Generative AI to Create Forms

You can speed up form creation by using AI to either describe the form you need or upload an image/pdf of a physical form.

Table 1. Two AI-driven options:
Option Description
Upload and Convert Converts scanned images or PDFs of paper forms into digital forms.
Describe Your Form AI reads a prompt or attached reference docs and auto-generates a form.

Upload and Convert

  1. Navigate to the Forms module and click Create using AI.
  2. In the Choose a Starting Point screen, select Upload and Convert.
    Figure 1. Choose Starting Point


  3. In the Generate Using AI screen, choose:
    • Plant
    • Instance Type (Single/Multiple).


  4. Upload the image or PDF of the form.
  5. Click Continue.
  6. AI generates the form with relevant sections and fields.
  7. In the Review Questions screen, make changes if needed and click Publish.
    Figure 2. Review Questions


Describe Your Form

  1. In Choose a Starting Point screen, select Describe Your Form.
  2. In the Generate using AI screen, enter a prompt in the text field.
  3. Select:
    • Plant
    • Instance Type (Single/Multiple).


  4. (Optional) Attach reference documents.
  5. Click Enter.
    AI generates the form with relevant sections and fields.
  6. Click Continue.
  7. In the Review Questions screen, review and edit the generated form.
  8. Click Publish.

Form Management Actions

In the My Forms screen, you can,

  • Edit a form: Click the More icon next to a form > Edit.
  • Copy a form: More icon > Copy.
  • Archive a form: More icon > Archive.

    Archived forms appear in the Archived module.