Configuration of AI Forms

Fabasoft Approve allows you to use the AI to populate forms.

To define a form that can then be populated with the help of AI, carry out the following steps:

1. Switch to the configuration and navigate to the Forms and Categories form page.
2. Click Search and Add and select “AI-Enabled Form” (SOLAPPROVEBASE@111.100:CategoryAIUserFormSettings).
3. Click Search and Add and select “Base Form for AI-Enabled Form” (SOLAPPROVEBASE@111.100:CategoryAIBaseForm).
4. Create a new form and define the desired form fields.
5. Open the properties of the form and select “AI-Enabled Form” in the Category field. This will automatically assign “Base Form for AI-Enabled Form” as its Base Form, and the AI Settings form page will appear.
6. Navigate to the AI Settings form page and set the desired context in the Context Objects field to determine which documents will be used by the LLM for generating the responses for the form fields.
7. Click Next to save your changes.
8. Select Release for Usage from the form’s context menu.

For objects with a category that originates from an AI-enabled form, the Answer Form use case is then displayed in the task pane and the object’s context menu.