- 01
Open the form builder
Go to Forms and select Add form. In Add a form, choose Let me help you to have AI draft the form from your description, or Open the builder to start from a blank form.
- 02
Describe the job
Choose I know what I need and type into Describe the form you need, or Suggest some for me to start from a suggestion such as Site acceptance / handover (SAT) or Factory / works acceptance (FAT). Tick Include photo evidence and Include signature sign-off if you need them, then select Generate.
- 03
Review the generated form
The assistant generates the pages, fields and evidence requirements. Check the structure in the form designer before refining it.
- 04
Refine it conversationally
Ask for changes in plain language—“add a photo when the answer is No” or “split this into more pages”. The assistant summarises what it did after each change, and suggestion chips offer useful next edits.
- 05
Set validation and logic
Choose input types such as email, phone, date, number or URL, mark fields required—including required only while visible—and add show/hide rules joined by AND or OR.
- 06
Prefill from the project
Auto-fill answers from project, customer, site, space and product data, and feed dropdown, radio or checkbox choices from products, spaces, sites, customer contacts or team members by role.
- 07
Preview and publish
Use Preview fill to test every path, choose its Label (Project or Product) and select Save template. The form is then on the Forms page, ready to assign.
Good to know
- ✓A detailed prompt produces a more useful first draft.
- ✓Ask for required photographs or sign-off explicitly when they are essential.
- ✓Undo reverses the last change, and Copy JSON exports the form definition for safekeeping.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.