Use Create with AI to describe your requirements and review an Implementation Plan before confirming creation. Inspect and test the generated approval form and workflow before making it available to users.

Before you start: These instructions are for application administrators. Open the application you intend to change. If the creation entry or Build with AI is unavailable, ask your application administrator to confirm your access and the available features before proceeding.

Open your application and select Add resource to open New application resource. In the Create with AI area, select Approval form, describe your requirements, then select Start with AI.

For example:

Create a vendor payment authorization form with invoice attachment fields.

Explain what information the form should collect and who should review the request. Include any conditions that affect the approval process.

Other example requests include a business travel expense claim, an annual leave request or a contract review request. Describe the actual review conditions for your process.

The creation conversation stays in the New application resource dialog. Open the Implementation Plan and check the proposed form and workflow against your requirements.

Review the field names and types, form sections and layout, and approval steps. For the vendor-payment example, useful sections might include applicant information and a vendor/payment summary. These are examples to review, not guaranteed output for every request.

Clarify changes in the conversation before confirming the plan.

Confirm the plan to proceed with creation. Review the result card in the same dialog, then open the created approval form to inspect its configuration.

Check the form layout, field configurations and workflow steps. Test the result against the requirements before making it available to users.

For example, review whether a proposed flow such as Start → Request Submission → Manager Approval → Finance Review → End matches your process; this is an illustration, not guaranteed generated output.

Open Ask AI → Build with AI, open the conversation history and select the saved creation conversation. Continue from the existing requirements and plan when requesting improvements.

Review before publication: AI-generated changes do not automatically publish the approval form. Review and test the draft, then follow the approval form's applicable publication steps.