Prompt the AI Assistant

The AI Assistant turns plain-language requests into changes on your form. This article explains what the AI Assistant can and can't do, and how to write prompts that get the result you want.

What the AI Assistant can do

You can ask the AI Assistant to build and edit the form itself.

Build and structure a form

• Generate a complete form from a description, a PDF, or a photo
• Add, rename, duplicate, move, and delete fields
• Create, rename, duplicate, and reorder sections
• Add, rename, move, and delete pages
• Split a long page into several pages
• Make a section repeatable

Set up fields

• Add or edit a field
• Set a field as required, hidden, read-only, or disabled
• Set placeholder text, a default value, or a prefix and suffix
• Set character limits, number ranges, and decimal places
• Add, remove, or replace the options in a choice field, and allow multiple selections

Configure field types

• Set photo options, such as quality, annotation, and timestamp
• Set date options, such as allowing time or restricting to past or future dates
• Set location options, such as requiring GPS
• Set a rating scale
• Build a calculation from other fields

Add logic

• Set up rules and skip logic to show, hide, enable, disable, or require fields based on entries

And many other actions.

What the AI Assistant can't do

The AI Assistant works on the form you have open. It doesn't handle tasks outside building the form. For these, use the builder menus or the portal:

Task	Where to do it
Preview, validate, save, or publish the form	The header and right panel
Duplicate or delete the whole form	The Actions menu
Dispatch the form to users	The portal
Set up Global Workflow, Legacy Delivery, or webhooks	The Workflow and Settings menus
Connect to Quickbase	The Actions menu
Build report templates	The Reports menu
Review, filter, or export submissions	The portal
Manage users, lists, or account settings	The portal

How the AI Assistant applies changes

• Changes apply right away. There's no separate approval step. To reverse a change, select Undo.
• Undo is your safety net. The AI Assistant keeps the last 20 changes, so you can undo or redo them.
• It works on the current form only. The AI Assistant has no view of your other forms.
• Invalid rules are skipped. If a rule refers to a field that doesn't exist, the AI doesn't apply it and adds a note in the chat.

Write better prompts

• Be specific. Name the fields and field types you want, such as a single photo field or a dropdown.
• Build in steps. Make one change at a time, then review it. Smaller changes are quicker to undo.
• Scope your request. Select fields on the canvas, then select Assistant, so the AI acts only on those fields.
• Refer to fields by their label. In calculations and rules, the AI matches your words to the right field.
• Attach a paper form. Upload a PDF or photo to have the AI recreate it. Order multiple files so pages read in sequence.
• Use undo freely. If a change isn't right, undo it or ask again.

Example prompts

Create a form

• Create a basic contact form with name, email, and phone
• Build a daily site report with a photo, GPS location, and a signature

Add and change fields

• Add a signature field
• Add a long text notes field after the phone number
• Change the Comments field to a long text field
• Delete the fax number field

Requiredness and options

• Make all fields required
• Make every field in the Signature section required
• Add a dropdown for Status with options Open, In Progress, and Closed
• Let the Trades field accept multiple selections

Validation and formats

• Limit the notes field to 500 characters
• Set the quantity field to allow values between 1 and 100
• Make the phone field use a [phone] format

Dates, photos, and location

• Only allow past dates on the Incident Date field
• Let users annotate photos on the Damage Photo field
• Require GPS on the Location field

Calculations and rules

• Add a Total field that multiplies Quantity by Price
• If Status equals Closed, show the Resolution Notes field
• Make the Reason field required when Result is Fail

Structure

• Make the Line Items section repeatable, up to 20
• Split this form into logical pages
• Convert the Inspection Items section into a repeatable subform

Next, learn how to add and arrange fields.