# 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.

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### Step 1: Start Tracker Creation

Select **Create with AI** from the compose dropdown, then choose **Tracker/Form**.

<figure><img src="/files/Ja3T4gpOH7JNf9P0PaIQ" 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 %}

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### 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="/files/YfhQ1NOlLVBSSY3CQrkC" 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.

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### Step 3: Add Additional Context (Optional)

Enhance accuracy by providing extra details through a file upload.

<figure><img src="/files/V9HkybNdT2ARHAoWCeje" 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 %}

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### 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="/files/eXuis4LWr4WF9x26WKKS" 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="/files/JW8hbn1bkSIYd1Poqh4d" alt="" width="563"><figcaption></figcaption></figure>

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### 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="/files/ZWvvM4CRTQYUPIn02vSe" 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.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guides.mangoapps.com/user-guide/trackers/create-a-tracker/creating-a-tracker-and-form-with-ai.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
