Forms are where users enter data into your application. By adding AI to forms, you can automatically generate content, enhance data quality, and provide intelligent assistance as users fill out information. This article covers all the ways to implement AI in Tadabase forms.

Tadabase provides three main approaches to AI in forms:

1. Single-Field AI - Generate content for one field based on other fields
2. Multi-Field AI - Use multiple fields as input to generate content
3. AI Prompt Buttons - User-triggered AI generation on demand

Single-field AI generates content for a specific field automatically based on data from other fields in the form. The AI field can be configured to generate content when the record is created, updated, or manually triggered.

Step 1: Add AI Field to Table

1. Go to Data Builder
2. Select your table
3. Click "Add Field"
4. Choose field type (usually Long Text for AI-generated content)
5. Name the field (e.g., "AI Generated Description")

Step 2: Add Field to Form Component

1. Go to Page Builder
2. Edit the form component
3. Add your AI field to the form
4. Click the field settings

Step 3: Enable AI

1. In field settings, find "AI Prompts" section
2. Toggle "Enable AI" on
3. Choose trigger: "Auto Generate" or "Manual"

Step 4: Write Your Prompt

1. In the AI Prompt field, write your instruction
2. Reference other fields using field variables
3. Be specific about desired output

Scenario: You have an e-commerce app and want to automatically generate product descriptions.

Table Structure:

• Product Name - Text field
• Category - Connection to Categories table
• Key Features - Long text field
• Price - Number field
• AI Description - Long text field (AI-enabled)

AI Prompt:

Write a compelling e-commerce product description for {Product Name}.

Product Category: {Category}
Key Features: {Key Features}
Price: ${Price}

The description should be 2-3 paragraphs, highlight benefits, and include a call to action. Use an enthusiastic but professional tone.

Result:

When a user creates a new product and fills in the name, category, features, and price, the AI automatically generates a polished product description ready to use.

Auto-Generate

• Triggers: When record is created or updated
• Best For: Content that should always be generated
• User Experience: Seamless, automatic
• Use When: Output is always needed and input data is reliable

Manual

• Triggers: User clicks "Generate" button
• Best For: Optional content or when user wants control
• User Experience: User decides when to generate
• Use When: Users may want to regenerate or skip AI

Multi-field AI uses data from multiple fields to populate several fields at once. This is useful when you want to generate multiple related pieces of content from a single prompt or set of inputs.

Step 1: Plan Your Fields

Identify which fields will be inputs and which will be AI-generated outputs.

Step 2: Create AI Action

1. In Page Builder, edit your form component
2. Add an Action Link or button
3. Choose "AI Prompt" action type
4. Configure to update multiple fields

Step 3: Write Prompt with Multiple Outputs

Structure your prompt to generate content for each target field.

Scenario: Process meeting notes into structured information.

Table Structure:

• Raw Notes - Long text field (input)
• Summary - Long text field (AI output)
• Key Decisions - Long text field (AI output)
• Action Items - Long text field (AI output)
• Next Meeting Topics - Long text field (AI output)

AI Prompt:

Analyze these meeting notes and extract the following:

Meeting Notes: {Raw Notes}

Please provide:

1. SUMMARY (2-3 sentences of key discussion points)

2. KEY DECISIONS (bullet list of decisions made)

3. ACTION ITEMS (bullet list with person responsible and deadline if mentioned)

4. NEXT MEETING TOPICS (topics to discuss next time)

Format each section clearly with the section headers above.

Configuration:

Set up the action to parse AI output and populate each field with its respective section.

AI Prompt Buttons are action links that trigger AI generation when clicked by the user. They provide more control and flexibility than auto-generation, allowing users to:

• Generate AI content on demand
• Regenerate if not satisfied with first result
• Choose when to use AI vs manual input
• Trigger different AI actions for different purposes

Step 1: Add Action Link

1. Edit your form component
2. Click "Add Action Link"
3. Name it descriptively (e.g., "Generate Description")
4. Choose icon and styling

Step 2: Configure AI Action

1. Select "AI Prompt" as action type
2. Write your prompt
3. Select target field(s) to populate
4. Configure success message

Step 3: Add Multiple Buttons (Optional)

Create multiple buttons for different AI operations on the same form.

Scenario: Customer support form with AI-assisted response drafting.

Form Fields:

• Customer Name - Text
• Issue Type - Dropdown
• Customer Message - Long text
• Response Draft - Long text

AI Buttons:

Button 1: "Generate Response"

Write a professional customer service response to the following:

Customer: {Customer Name}
Issue Type: {Issue Type}
Their Message: {Customer Message}

Create a helpful, empathetic response that addresses their concern. Keep it concise and actionable.

Button 2: "Make More Formal"

Rewrite this response in a more formal, professional tone:

{Response Draft}

Button 3: "Make More Friendly"

Rewrite this response in a warmer, more conversational tone:

{Response Draft}

Trigger AI only when certain conditions are met.

Use Cases:

• Generate content only for specific record types
• AI runs only when required fields are filled
• Different prompts based on category or status

Implementation:

Use conditional rules or display rules to show/hide AI buttons based on field values.

Run multiple AI operations in sequence.

Example Workflow:

1. First AI: Generate draft content from inputs
2. Second AI: Enhance and format the draft
3. Third AI: Generate summary of final content

Implementation:

Use record rules that trigger subsequent AI operations based on field updates.

Pull data from connected records into AI prompts.

Example:

Generate a personalized proposal for {Customer.Company Name}.

Industry: {Customer.Industry}
Previous Orders: {Customer.Order History}
Specific Needs: {Requirements}

Create a proposal highlighting relevant products and pricing.

Let users provide their own instructions to AI.

Form Setup:

• Add "AI Instructions" text field
• User enters what they want AI to do
• AI prompt includes user instructions

AI Prompt Template:

User Request: {AI Instructions}

Using this data:
{Field1}, {Field2}, {Field3}

Complete the user's request.

You now understand how to implement AI in forms. The next article covers using AI in automation rules and workflows, where you can generate content automatically based on record changes and triggers.

Hands-On Exercise (To Be Added)

Exercise placeholders will include practical activities such as:

• Creating a single-field AI for product descriptions
• Setting up AI prompt buttons for content enhancement
• Building a multi-field AI processor
• Testing different prompt variations and comparing results

Knowledge Check (To Be Added)

Quiz questions will test understanding of:

• Differences between single-field and multi-field AI
• When to use auto-generate vs manual AI
• Best practices for form AI prompts
• Common form AI patterns and use cases