Ursa forms
Create forms using Ursa
Instead of adding individual fields manually to a form in the form builder, you can describe what you need and let Ursa create the form for you. You can then fine-tune it in the form builder in a faster process.
Ursa can create the following form elements:
Complete form with all necessary fields and field types (for example, text, date, drop-down, or number)
Form layout and field ordering
Field validation rules
Create a form with Ursa
Navigate to the collection or forms page where you want to create a form.
In the navigation pane, select
. The chat window is displayed.Describe the form you want to create, including the following details:
Purpose: Describe how the form will be used (for example, to check in returned equipment)
Fields: List the specific data you want to collect.
Field types: Include if you need specific field types, such as drop-downs, date pickers, or photo uploads
Audience: Include who will complete the form to help Ursa choose appropriate field labels and ordering
See Example prompts. Ursa generates the form structure and presents it for review.
Example prompts
Create a check-in form for laptops with fields for condition, location, damage notes, and a photo.
Build a maintenance request form with fields for asset name, issue description, priority level (low, medium, high, critical), and the requested completion date.
Make an employee onboarding form that captures the new hire's name, department, start date, manager, and a list of equipment they need.
Create an audit form with fields for inspector name, inspection date, pass/fail status, and comments.
Review and edit the generated form
Review the proposed fields, types, and layout.
To modify the form, perform one of the following tasks:
Ask Ursa to modify specific fields. For example, "Change the Priority field to a drop-down with options: Low, Medium, High."
Open the form in the form builder to make manual adjustments.
When the form is correct, it is ready to use.
Last updated