> For the complete documentation index, see [llms.txt](https://guides.mangoapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.mangoapps.com/user-guide/trackers/create-a-tracker/creating-a-tracker-and-form-with-ai.md).

# 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**.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FTNZW0tscfys1yqvpbVT9%2Fimage.png?alt=media&amp;token=d5a1e4e5-0861-49b3-832b-04e8514c81d4" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="warning" %}
In order for this option to appear, admins must have enabled **Create with AI** from the [**Admin Portal > Domain > AI Settings**](https://guides.mangoapps.com/admin-guide/domain-settings/ai-settings#create-with-ai) menu.
{% endhint %}

***

### Step 2: Describe Your Tracker

The prompt is the foundation of your tracker—the clearer the description, the better the AI results.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FwWsMB7Zs06REZalBK2jE%2F25-08-2025-10-02-59.png?alt=media&amp;token=073442e0-7d08-4d72-8f55-884acbf8b04c" alt="" width="277"><figcaption></figcaption></figure>

**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 <mark style="color:red;">**required**</mark> 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.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FaLNbLXme5b1bVV3K6XMM%2F25-08-2025-10-06-00.png?alt=media&amp;token=6da4c0d0-b9ca-44c6-a01c-f2ba34ba34bd" alt=""><figcaption></figcaption></figure>

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.

{% hint style="success" %}
We recommend using sample data in your upload to help AI infer the right column types and field formats.
{% endhint %}

***

### 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.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FeIxtd5xl4R0qEZv4uBqW%2F25-08-2025-09-58-47.png?alt=media&amp;token=d8687278-e17d-4215-a097-909eded73f3b" alt="" width="563"><figcaption></figcaption></figure>

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.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FtE8gFY33r4mSovJ7XZMG%2Fezgif-34eceffb406504.gif?alt=media&amp;token=1e05878a-0cbf-45f2-80ed-a155a8ec6989" alt="" width="563"><figcaption></figcaption></figure>

***

### 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.

<figure><img src="https://1570117564-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LjKTG8tJVFEuapHmLNC%2Fuploads%2FQQwGd8mDWpNpkyepOc6T%2F25-08-2025-10-17-04.png?alt=media&amp;token=fb2b0b9b-0cf1-4abd-a405-bcf97396f05f" alt="" width="533"><figcaption></figcaption></figure>

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.
