Understanding form creation using Zia

In a nutshell
Zia's Create Form feature powered by AI, enables quick and easy form creation using natural language prompts. You can describe the purpose of your form, and the Create Form feature suggests relevant fields along with their field types to be added to your form. Once the form is created, you can use Zia's Next Field Suggestion feature to get additional contextual field suggestions.

Availability

Zia-assisted forms

Is available only for paid plans of Creator
Can only be enabled, created, and managed by the super admin. Admins and developers can create and manage AI-assisted forms, while other users can access those forms and add their data
Zoho LLM is currently available for use only in US and IN data centres (DCs), while EU, AU, CA DCs will continue with the OpenAI Bring-Your-Own-Key (BYOK) approach as before.

1. Overview

Zia enables quick and contextual form creation in Zoho Creator using natural language descriptions. Instead of manually adding fields and configuring form structure, you can describe the form’s purpose, and Zia will suggest relevant fields along with appropriate field types.

To use this feature, describe what the form should collect, track, or manage. Zia analyzes your input and generates a list of suggested fields that align with the described use case. You can then review the suggestions, select or deselect the required fields, and proceed to create the form. The form is automatically built with the selected fields and configuration, reducing manual effort and ensuring contextual relevance.

Zia’s form suggestions are based on the prompt you provide as well as your application’s existing metadata. This helps in delivering field recommendations that are practical, aligned with common data patterns, and suited to the intended use case.

Note: You can also use the Build Agent feature in Zia to create and modify forms in existing applications. Build Agent is an AI-powered development assistant that helps you create and modify components in existing applications using natural language prompts.

2. Prerequisite

The below flow chart depicts the prerequisites and the steps to create forms using Zia:

Configure Zia

To use AI powered form creation feature, you should configure Zia which is a one-time process that grants you access to all Zia features in your Creator account. Zia is configured with the Zoho GenAI LLM provider by default, so no additional setup is required. If you prefer a different provider, you can integrate Zia with any of the supported LLM providers (OpenAI and Anthropic). Learn how to configure Zia.

Security tip: Zoho GenAI LLM is available for free and processes all prompts within Zoho, while external LLM providers process data in their own systems. Avoid sharing sensitive or regulated information in your prompts when using external providers.

Enable Create Forms feature

Navigate to Operations > Zia > Features. The Features tab displays a list of all available Zia features.
Enable the Access button beside Create Form under Feature access section and choose a configured LLM provider for the feature.

Note: Only a super admin can enable or disable, and configure an LLM provider for Create Form feature in Zia.

2.1. See How To Configure

3. Create a form with the help of Zia

Before you can create forms using Zia, ensure to configure your API key in Zia Settings.

1. Navigate to the Solutions page in your Creator account.

2. Hover over the required application card and click the Edit icon. You'll be taken to the edit mode of your application.

3. Create a form as follows.

If you're creating the first form in your app, click the Create New Form button at the center and go to Step 5.
If you've already created forms, click the Add New icon displayed at the top of the Design page.

4. Select Form, as shown below.

5. Click the Using Zia card beneath the On my own section.

After enabling Create Form option in Zia Settings, you can start creating a form using Zia's assistance.

6. Provide a brief description of the form you want to create and click Suggest Form Fields.

Ten suitable form fields will be generated based upon the form description you've provided.

3.1 Review fields and create form

1. Tick the checkbox beside each field to deselect fields that are not required. All fields will be selected by default.

Note:

You need to select at least one field to create a form using Zia.
To know the list of field types that will not be included in the generated suggestions, you can click here. However, you can add these fields post accessing your created form.

2. Click Create Form after reviewing the field suggestions.

You'll be taken to the newly created form in your application, in which you can review and add fields if required.

4. Use case

Consider a Loan Approval application that requires a form to manage loan agents. Rather than manually identifying the fields required for the form, enter a prompt such as "Create a form to manage loan agents". Based on the prompt and the application context, Zia suggests contextually relevant fields, including Agent Name, Agent ID, Branch, Contact Number, Assigned Region, License Number, and Agent Status. Select the required fields from the suggestions to instantly create the form.

5. Limitations

Rate limit restrictions

Zia does not consumes any AI calls or API calls from Zoho Creator. However, API rate limits may still apply. These limits are restrictions that the LLM provider imposes on the number of times a user or client can access their services within a specified period of time and vary based on their usage tier and the model consumed.
Rate limits for LLM providers can be found in their respective official documentation.

Understanding form creation Using Zia | Zoho Creator Help