🆕Creating a Tracker and Form with AI
Overview
MangoApps makes it easy to build structured trackers and forms using AI. With just a prompt—and optionally, a file upload—you can generate a ready-to-use tracker complete with columns, a table, and a form.
Step 1: Start Tracker Creation
Select Create with AI from the compose dropdown, then choose Tracker/Form.
In order for this option to appear, admins must have enabled Create with AI from the Admin Portal > Domain > AI Settings menu.
Step 2: Describe Your Tracker
The prompt is the foundation of your tracker—the clearer the description, the better the AI results.
What’s your tracker about?
Enter a prompt describing the tracker or form you want. You can also choose from pre-shipped prompts for common use cases.
Prompts are required and can be up to 2,000 characters long.
Step 3: Add Additional Context (Optional)
Enhance accuracy by providing extra details through a file upload.
Upload a file such as an image, PDF, Excel (XLS), Google Sheet, or CSV. The file can include column names and even sample data. The AI will use this input to infer column types and structure.
File size limit: 1 file, up to 100 MB.
Only one file can be uploaded in this step.
We recommend using sample data in your upload to help AI infer the right column types and field formats.
Step 4: Preview & Refine
The right-hand panel shows a live preview of your AI-generated tracker and form once you click the Generate button. See how your tracker will look and make adjustments before creating it.
AI automatically assigns the most suitable column types (e.g., User Lookup, Date, Signature, Dropdown, Checkbox, Radio Button, Feedback, Attachment).
For choice-based fields (Dropdown, Checkbox, etc.), AI also suggests values in the Properties section.
You can:
Modify your prompt
Replace the uploaded file
Regenerate the tracker as many times as needed
The preview displays three views: Columns, Table, and Form. Review each view before making changes or clicking the Create Tracker button. After the tracker is created, you can still edit the information in these views.
Step 5: Publish & Edit Further
When you’re ready, click the Create Tracker button in the top-right corner to select where the tracker will be hosted. In the pop-up menu, confirm the tracker name and description, then choose the workspace where it should be located.
Click the Create button, and your tracker will be available to use immediately. You can continue customizing it anytime in the MangoApps Tracker/Form Designer when editing the tracker/form.
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