1. What does this page cover

3. What is Zia App Builder?

3.1. How does it work?

1. Text input - The required application's objectives or a list of the problems it will be solving for you.
   

Tip: The prompt can be as simple as an application name, such as "Vendor Management", or a detailed set of points addressing all requirements. We recommend following the latter approach to nudge Zia App Builder into creating a more customized application for you.

1. File input - Documents and images such as PRDs and process diagrams that pinpoint the flow or structure of your application can be uploaded. Zia App Builder will extract all the information from these files and give you personalized use cases based on them.
   

Tip: We recommend including both types of inputs for a prompt to enhance the chances of getting custom use cases that your application can include. Check out this section to try a few sample text and file input prompts.

Security Tip: For your privacy and security, it's best to avoid sharing sensitive personal information, such as passwords or financial details, when interacting with AI platforms.

1. Forms - Collects and stores data in Creator
2. Integration Forms - Establishes a bridge between Creator and another service to enable automatic data synchronization
3. Reports - Displays collected data in customizable views
4. Pages - Present key metrics based on the data in a visually appealing and organized manner
5. Application Layout - Personalizes your application by customizing the buttons, menus, and the overall theme of your application
6. Permissions - Define customized permission sets that decide on how different users can access the application components and form data.
7. Workflows 
1. Form workflow - Automates or initiates tasks on triggers based out of a form
2. Schedule workflow - Executes timed actions automatically based on a specified date value and can be scheduled for periodic execution.
   
8. Blueprints - Streamlines a business flow that outlines the structured execution processes for a use case
   

3.2. Prerequisites

To use Zia App Builder, you must first head to the Operations module and configure Zia with OpenAI. Zia is an AI-powered assistant that accelerates your low-code journey by aiding you along an application's creation process. Once Zia is configured, by default, the Create Application feature will be enabled.

Note: If you've previously disabled the Create Application feature, be sure to enable the Access toggle before proceeding.

3.3. See how it works

3.4. Use case

1. Production Line Logs: Automatically generates forms to log machine data, production output, and maintenance.
2. Maintenance Scheduling: Creates automated workflows for tracking scheduled and unscheduled maintenance activities, with notifications for upcoming tasks.
3. Real-Time Dashboards: Generates dashboards to provide real-time visualizations of machine health, production status, and performance metrics.
4. User Permissions: Configures user personas, allowing managers to access high-level reports, while operators can log machine data and maintenance activities.
   

4. Steps to create an application using Zia App Builder

1. Text - Describe the application you want to create in detail for optimal results.
2. File - Click Upload and attach files that outline the application objectives or pictorially represent the application flow, such as a PRD, BRD, RFP, or any relevant process diagrams.
   

Note:

1. The text input can contain a maximum of 1000 characters.
2. The file input can include either 1 document or up to 3 images.
3. The supported file formats are:
1. Image - PNG, JPG, JPEG, WEBP
2. Document - PDF, and TXT
4. It is recommended for your prompt to have both a file and text input that covers more specifications to help Zia generate more tailored use cases for you.
   

1. Click Generate to add a new AI-generated use case relevant to your application.
2. Click Add Custom to type a use case that you have in mind.
3. Hover over a use case and click the bin icon () to remove a use case that does not align with the application's needs.
   

Note: 

1. By default, five use cases will be generated. You can generate or add more use cases till a maximum count of 10 in total.
2. If a use case requires connecting to another service to create an integration form, a separate table will be added in the data model. See the next section for guidance on integrating such tables using an existing connection.
   

1. Designing application components - Builds forms that receive and store input data, reports that display this data, dashboards that present key metrics and performance indicators, and designs the application style for a visual appeal.
2. Creating permission sets - Adds permission sets that control data access for different types of users, managing their privileges to view and modify specific application data.
3. Building business processes - Creates blueprints that are preset detailed process flows to ensure seamless execution operations.
4. Automating tasks and actions - Introduces form workflows and schedules to automate trigger-based tasks and timed actions on a schedule, respectively.
   

Note: The number of forms, reports, and dashboards that are created varies according to the use cases. The number of other components that will be created are:

1. Between two and four permission sets
2. Two blueprints
3. Four workflows (includes both form workflows and schedules)
   

Form workflows and schedules are not created when using Anthropic or Google only blueprints will be generated.

4.1. Connecting a table to another service to create an integration form

Note: Zia App Builder will search for the following supported services when a use case has a relevant requirement: Zoho CRM, Zoho Recruit,  Zoho Projects, Zoho People, Zoho BugTracker, Salesforce, and QuickBooks.

Scenario	Description	Steps to be followed
1. Zia App Builder automatically connects a table to a relevant service.	In certain use cases, data synchronization may require linking a table to an additional service. If Zia App Builder detects a relevant service with an active and authorized connection in the Microservices module, it will automatically establish the connection for the table. It will also link to the appropriate module in that service using a datasource. After the application is created, the table will function as an integration form. Note: If multiple connections to one or more relevant services are available, Zia App Builder will randomly connect to one of them.	-
2. Zia App Builder lists potential services but could not connect the table to any of them.	In certain use cases, data synchronization may require linking a table to an additional service. App Builder will list the relevant services but will not have connected to them, as the connection may be one of the following in the Microservices module Disabled - The connection's functionality is inactive Not connected - The connection is unauthorized Unavailable - No connection has been created for this service: In such cases, a connection can be created or linked from Zia App Builder, and its configuration will be synced in the Microservices module. Post establishing the connection, Zia App Builder will link to the appropriate module in that service using a datasource. After the application is created, the table will function as an integration form. Note: If a table is not connected to service, post application creation, the table will function as a normal form with default Creator fields.	1. Click the Connect dropdown in the top-right corner of the target table. 2. Click Connect next to the service you want to use from the list under Available Services.

Scenario	Steps to be followed
1. Change to another relevant service - A table can be linked to a different service if required. To do so, the existing connection must first be disconnected, after which the table can be linked to the target service.	1. Click the Connect dropdown in the top-right corner of the target table, then click Disconnect next to the existing service to remove the integration. 2. Click Connect next to the required service below Available Services to integrate with it.
2. Change to another relevant datasource (module) for a connection - If a different module of the service better suits the use case, you can link the table to it. To do this, simply add the required datasource for the connection and use it.	1. Click the connection dropdown in the top-right of the target table, then click +Create New Datasource under Connected Datasource. 2. Choose the required module from the Create Datasource popup and click Create to link to it.

5. Points to note

1. Zia App Builder includes sample data in your application during creation to test the various features Creator offers. Remember to delete it manually before using the application for your requirements.
2. While AI enhances the application creation process, it’s crucial to verify the accuracy and relevance of AI-generated use cases and the resulting application. This ensures proper functionality and alignment with user needs.
   

6. Sample prompts

1. Design an application for streamlined loan processing, featuring tools for application submission, document upload, eligibility checks, and real-time status updates.
2. Create an app for easy insurance claim filing and tracking, with features for uploading claim documents, direct communication with agents, and claim status notifications.
3. Develop a streamlined procurement app for the manufacturing sector, focusing on supply chain modules, inventory tracking, and supplier performance.
4. Develop an application to manage employee PTO requests and enable employees to submit applications based on their available leave balance. Include features for managers to review and approve requests, HR to monitor and track PTO balances.
5. Create a Gift Distribution application that allows employees from Zoho People to choose and monitor the gift distribution process effectively.
   

7. Related topics

1. Understand Zia features in Creator
   
2. Creating applications with Zia App Builder (supported by OpenAI)