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Smart Form Entry on Web
Provide data through text or files on a Web object creation or edit page. AI recognizes the information and fills the corresponding fields.
Overview
Entering each field manually is inefficient when a form contains many fields or SKU details. Smart Form Entry on Web opens an AI dialog on object creation and edit pages.
It recognizes data from these sources:
- Text descriptions
- Attachments
- Excel files
- Word files
- Email or chat screenshots
AI first displays a preview of the recognized data. After you verify the content, Data Backfill fills the corresponding page fields.
Before you begin
- You can create or edit records for the target object.
- The target page displays the Smart Form Entry button.
- The current page layout contains the target fields, and you can edit them.
- The source content is clear and complete, and its field values match the current record.
NOTE
Page layouts, field types, and field permissions determine which fields the system can fill. Contact an administrator if the button is missing or a target field is not editable.
Task 1: Open a creation or edit page
- On Web, open the list or details page for the target object.
- Select Create, or open an existing record and select Edit.
- Verify that the page contains the fields that you need to complete.
Task 2: Open Smart Form Entry
- On the creation or edit page, select Smart Form Entry.
- The system opens an AI dialog.
- Select an input method based on the data source:
| Data source | Action |
|---|---|
| Text | Enter all information that you want to record in the dialog. |
| Attachment | Upload an attachment that contains the data to record. |
| Excel / Word | Upload the corresponding file so AI can recognize its data. |
| Email / chat screenshot | Upload a clear and complete screenshot. |
TIP
Include both field names and values in text or screenshots to reduce recognition errors caused by synonymous expressions.
Task 3: Review the AI preview
- Submit the content and wait for AI to recognize data and match fields.
- Review each recognized field name and value in the preview area.
- Compare the preview with the source. Carefully check required fields, numbers, dates, people, and other key information.
IMPORTANT
AI recognition results require confirmation. Always review them before filling fields, and do not save business data without verification.
Task 4: Confirm and fill fields
- Verify that the preview content is correct.
- Confirm the result. The system fills the matching fields on the creation or edit page.
- Return to the form and check the filled data again.
- Complete content that AI did not recognize or match, then save the record as required.
Expected results and verification
After you complete the task, verify the following:
- The AI dialog opens correctly.
- You can submit text, attachments, Excel files, Word files, or screenshots as instructed on the page.
- AI displays a preview for manual review after recognition.
- After confirmation, data fills the corresponding fields. You can manually complete unmatched fields.
- Required field, field type, and other page validations continue to work.
FAQ
The Smart Form Entry button is missing
Verify that you are on a Web object creation or edit page. Ask an administrator to check the related capability and page layout configuration.
AI does not recognize some content
Verify that the source is clear and complete. Provide explicit field name and value pairs whenever possible. Manually enter unrecognized content after filling fields.
Recognition results do not fill the target field
Verify that the current layout contains the target field and that you can edit it. Ensure that the recognized content matches the target field type.
The record cannot be saved after fields are filled
Follow the page validation message. Correct required fields, field formats, and other business rule violations, then save again.
Recommendations
| Scenario | Recommendation |
|---|---|
| The form contains many fields | Upload an Excel or Word file that includes field names. |
| Data comes from email or chat | Upload a clear screenshot that includes the complete context. |
| Numbers and dates require high accuracy | Verify them once in the preview and again after the fields are filled. |
| Some fields are unmatched | Confirm the recognized content first, then manually complete the remaining fields on the page. |