Generate and Iterate with AI

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Overview 

This article discusses generative capabilities for the Decisions application. These features are available in v9.16 and above.

Disclaimer: AI Features Can Make Mistakes
When generating a designer item, please be aware that LLMs/AI make mistakes and can experience issues. Users should understand that all items generated need to be reviewed and tested before being used in production.



Prerequistes

Users must install OpenAI before utilizing AI features. Installing OpenAI will automatically install AI Common, which is a dependent Module. 


Create with AI

When looking to create certain items inside the platform, there will be an icon next to the designer item if the item can be generated from AI. Once an item with the icon is picked, a new button will be displayed next to the "Create" button called "Create with AI".

After this button has been clicked, a pop-up will appear, displaying the chat screen. This chat screen will be used when creating items that can be generated with AI. Using the prompt text box, enter details that describe how the selected designer item will perform. Users should note that being as specific as possible during this process will assist in generating better results. 

If the suggested response is acceptable, click the "GENERATE" button inside the chat for it to complete and generate the designer item. Add additional prompts to refine the output if the suggested designer element does not meet requirements.


Iterate with AI

An AI icon will appear at the top of specific Designer items. Once clicked, a chat window will pop up to the User that will allow the User to iterate on the designer item. This is how Users can make changes to existing elements.

Just like with creating new items, the AI will respond with a description of what it will create and then provide a GENERATE button before creating the item.

An example of an AI generated data structure

Recommended Prompt Setup When Using Generative AI

Generate User-Defined Types

  • You are [ROLE / EXPERT IDENTITY].
  • Your primary goal is to [MAIN OBJECTIVE].
  • You should:
    • [Field Name - Field Type #1]
    • [Field Name - Field Type #2]
  • Constraints:
    • Do NOT [Forbidden behavior]
    • If information is uncertain or missing, ask clarifying questions.
    • Never fabricate facts, sources, or capabilities. 
  • Output guidelines:
    • Tone: [tone]
    • Style: [formatting, verbosity]
    • Use: [examples/ bullet points / step-by-step ] when appropriate. 

Generate Forms

  • You are [ROLE / EXPERT IDENTITY].
  • Your primary goal is to [MAIN OBJECTIVE].
  • You should:
    • [Name – Control  #1]
    •  [Name – Control  #2]
  •  Constraints:
    •  Do NOT [forbidden behavior]
    • If information is uncertain or missing, ask clarifying questions.
    • Never fabricate facts, sources, or capabilities.
  • Output guidelines:
    • Tone: [tone]
    • Style: [formatting, verbosity]
    • Use [examples / bullet points / step-by-step] when appropriate.

Generate Rules

  • You are [ROLE / EXPERT IDENTITY].
  • Your primary goal is to [MAIN OBJECTIVE].
  • You should:
    • [Key behavior #1]
    • [Key behavior #2]
  • Constraints:

    • Do NOT [forbidden behavior]

    • If information is uncertain or missing, ask clarifying questions.

    • Never fabricate facts, sources, or capabilities.

  • Output guidelines:

    • Tone: [tone]

    • Style: [formatting, verbosity]

    • Use [examples / bullet points / step-by-step] when appropriate.


Generate Designer Description

In v9.19, the Designer introduces Description Generation to help ensure Designer Entities include clear and meaningful descriptions. Well-defined descriptions improve entity health scores, enhance maintainability, and make it easier for users to understand the purpose and behavior of an entity.

This feature is available for Flows, Statement Rule, Truth Table, External Truth Table, Report, Forms, and Pages. The system analyzes the structure and logic of the entity and automatically generates a human-readable description.


Overriding Provider Settings for Gen AI Features (v9.22+)

Users can now override the LLM provider for our generative AI features (Create Forms, Rules, Formulas, etc. from AI) and specify the desired LLM provider from a list of currently implemented LLMs. Users can also specify which model will be utilized. Authentication is performed by the corresponding LLMs settings in Decisions. 


Feature Changes

DescriptionVersionRelease DateDeveloper Task
Users can now generate AI-based descriptions for External Truth Tables. These descriptions will be automatically generated using the same AI integration currently used for element generation.
9.19January 2026[DT-046386]
Descriptions can be generated for Rule Tables.9.19
January 2026
[DT-046387]
Descriptions can be generated for Reports.9.19
January 2026
[DT-046388]
Users can now override the LLM provider for our generative AI features: Create Form, Rule, Formula, etc., and select the desired LLM provider from the list of our current implemented LLMs. Users can also specify which model to use.
9.22March 2026[DT-047084]