Prerequisites

• SoftExpert Copilot as part of the solutions acquired by the organization.
• Cloud-hosted SoftExpert Suite environment.
• Pre-configured generative AI and NLP API.
• SoftExpert Ask AI data source previously configured.
• SoftExpert Form as part of the solutions acquired by the organization.
• Access the menu Registration > Form (FO005).
• Responsive form previously registered.
• A previously registered variable, expression, or function.

Presentation

In SoftExpert Forms, Artificial Intelligence (AI) can be applied to responsive forms to analyze the context and automatically fill in the form fields.

This article will demonstrate how to enable the feature in SoftExpert Forms.

Smart form filling

The smart fill feature allows form fields to be automatically filled in through context analysis. To use this feature, you need to create a rule and associate it with a specific form element. 

Watch the video below to see how to configure the execution rule for the smart completion feature. As an example, we will configure the rule to create an impact analysis with Copilot, which, in practice, fills in the impact description field with information generated by AI.

Conclusion

Thus, when the rule is executed, it will be triggered and will call the REST data source. The return from this service populates the corresponding field with the information generated by the AI.

To see how the feature works in practice, in the context of an automated workflow with AI, see the article Using AI in responsive forms.