Automatically Generating Forms

You can use the Automatic Form Generator to create a form or forms based on the item pool. The Automatic Form Generator attempts to create a form that meets all the criteria set in earlier steps.

You can build forms automatically as an alternative to adding items manually or uploading item lists (as described in Adding and Removing Items), or you can combine different approaches. If you have an existing form in your workspace, you can use its items as anchor items, that is, make them the basis for your new form or forms.

1. In a saved workspace with a pool of items, click Automatically Build Form at the upper-right corner. The Automatic Form Generator window appears.

   This window sometimes contains an alert explaining potential issues with auto-generation, such as items that are missing required values. An alert does not necessarily mean that auto-generation will fail.

2. From the first dropdown list, select the number of forms you want to create. You can create up to 10 at one time. There is no limit on how many forms can exist in a workspace. Note that you will need to remove all but one form before you can advance the status of the workspace.

3. If any items have been added to the current form, then from the second dropdown list, select Yes or No to determine whether those items will be used as anchor items, that is, as a starting point for the new forms.

4. Click Generate Forms.

   If the form generation succeeds, click OK. The new forms appear. If the form generation takes a long time, you may choose to allow the process to run in the background and receive an email alerting you when it is complete.

   If the form generation fails, a notification pop-up appears. Click OK. In case of failure, you will need to change the pool of items, the anchor items used, the blueprint, or the constraints.

Once you have automatically built a form, you can add and remove items or set blocks.