Docs/Project Admin/Form Types/AI Form Creator

AI Form Type Creator

Describe what you need in plain English, and let AI generate a complete form type with questions, workflow, and PDF template.

VIP Feature

AI Form Creator is available with VIP subscription. Free tier projects can create form types manually.

How It Works

1. Describe

Tell AI what form you need

2. Generate

AI creates the form type

3. Review & Publish

Customize and deploy

Using AI Creator

  1. 1
    Click "Create with AI"

    Opens the AI creator dialog

  2. 2
    Describe your form type

    Write a description like: "Hot work permit for welding and cutting operations. Requires supervisor approval and safety officer sign-off."

  3. 3
    Wait for generation

    AI analyzes your request and creates the form type (10-30 seconds)

  4. 4
    Review the result

    Check the generated questions, workflow, and settings

  5. 5
    Customize as needed

    Add, remove, or modify questions and workflow

  6. 6
    Publish

    Make the form type available to your team

Tips for Better Results

Be specific

Instead of "safety form", say "confined space entry permit with gas testing requirements and rescue plan verification"

Mention approval levels

Specify who needs to approve: "requires supervisor review and safety manager approval"

Include field types

Mention specific needs: "include signature fields, photo upload for hazard identification, date range for permit validity"

Reference industry standards

Mention standards: "following CIC guidelines" or "OSHA compliant hot work permit"

Example Prompts

"Create a hot work permit for welding, cutting, and grinding operations. Include fire watch requirements, gas testing readings, fire extinguisher verification, and require approval from both supervisor and safety officer. Valid for one shift only."

"Daily safety inspection checklist for construction sites. Include checks for PPE compliance, housekeeping, scaffolding, electrical safety, and fall protection. Allow photo uploads for issues found."

"Visitor sign-in form that collects name, company, purpose of visit, host employee, safety induction acknowledgment, and emergency contact. Should be a public form accessible without login."

Always Review

AI-generated form types are a starting point. Always review and customize to match your specific requirements and company policies.