📝How to Create Forms

Initiating a New Form

Click on the New button on the Forms page.

Optionally, you can first create a folder to better organize your forms. Remember, you can always move and reorganize them later.

Navigating the Form Builder

Once you've initiated a form, you'll enter the Form Builder.

To understand the distinctions among the Form, Execution, and Output blocks, please refer to the Overview page.

Understanding the Form Builder Layout

The builder is split into three columns:

• Left Column: Here, you'll find available elements categorized into three groups:

  1. Form Elements (only draggable to the Form block)

  2. Execution Elements (only draggable to the Execution block)

  3. Output Elements (only draggable to the Output block)

• Center Container: This is where you drag elements from the left column. Within this container, you can click, drag, and reorder elements or tweak their properties.

• Right Column: This displays properties of the selected element, where you can customize both functionality and aesthetics. Examples include determining if a field is mandatory, how it appears, which variable holds its value, and specifying the prompt for text generation.

Using Templates

Elements like Generate Text, Generate Image, and Dynamic Text support templates, e.g., “Hello {{name}}”. If the “name” input or variable has the value “John”, it would render as “Hello John”.

For a deeper dive into all template functionalities, visit the Templates page.

Saving and Viewing

After saving your form, in the “View” (or usage) mode, you'll typically see only the Form block and the Output block post-evaluation. Execution details and used prompts are hidden unless you activate “Verbose” mode in the form’s settings. This mode reveals the entire execution flow, AI inputs, and outputs, which can be helpful for debugging or providing a detailed walkthrough of the form's processes.

Enhanced Security with Anonymize

Input elements can have a unique feature called “Anonymize”. By toggling this feature on, the entered data remains local, known only to your browser at the time of execution, adding a security layer to sensitive data.

For instance, if you're generating a contract with an anonymized “name” field, an input of “John Doe” would ensure that the online query remains "Write a contract … for {{name}} …" rather than "Write a contract … for John Doe …". Though the AI-generated text will still contain the placeholder, the output displayed will replace {{name}} with "John Doe", ensuring utmost confidentiality as the name never gets transmitted online.

Note: Anonymizing data means the AI cannot access this information, which might hinder the relevance of the generated content. For example, if you anonymize an “animal” field and request a story about {{animal}}, the AI can't produce a relevant story as it remains unaware of the animal specified. We advise using the Anonymize feature solely for highly sensitive information.