Quick AI Issue Creation on iOS BETA

Note: This feature is currently in private beta and available to a limited set of customers, on selected projects.

Use Quick AI Issue Creation to create issues faster in the field. This feature lets you capture issues by taking a photo and adding a short description. AI enriches your issue by automatically filling in fields like title, description, root cause, and custom fields.

Note: Quick AI Issue Creation is available for EBA customers and Account Unlimited subscription packages. You need the same permissions to create issues with AI as you need to create issues on web. See Issue Permissions for more information.

  1. Open the Forma mobile app.

  2. Tap the project you want to open.

  3. Do one of these:

    • Tap Issues from the bottom menu. If you don't see Issues, tap More and find Issues. Tap the Quick create issue button in the bottom left of the issues list.

    • From the Project home page, tap the Quick AI Issue shortcut.

  4. The camera opens automatically. Take a photo of the issue.

    Tip: You can also select images from your device library by tapping in the bottom left of the screen.
    Note: The issue is created when you take or select the first photo. You can add up to five photos for AI processing.

  5. In the Quick Create Issue view, add the following details about the issue:

    • Photos: Tap the camera icon to add more photos. Tap any attached photo to view or delete it. You must keep at least one photo.

    • Describe the issue: Enter a short description. You can type or use speech-to-text. This description helps AI understand the issue context.

    • Type: Select the issue type. The default is Punch List. Your selection stays the same for the next issue you create.

    • Placement: Add a placement on a sheet or file. The last sheet or file you opened appears by default.

    • Draw: Add markups to your photos if needed. Tap Save to save your markups.

  6. Do one of these:

    • Tap Continue to next issue to create additional issues in sequence.

    • Tap Generate & review to finish and return to the Issues list.

      Tip: When you create multiple issues quickly, AI enriches them in the background while you work.

AI enrichment process

After you create an issue with Quick AI Issue Creation, AI analyzes your photo and description to fill in issue fields automatically.

  1. AI enriches the following fields, which appear marked in purple:

    • Title

    • Description

    • Root cause

    • Custom fields (text, paragraph, and dropdown types)

    Note: Issues being enriched by AI always appear at the top of the Issues list.

  2. AI enrichment takes less than 20 seconds. You can continue working while AI processes your issues.

  3. If you close the app during AI enrichment, the process stops. You'll see an error message on the issue.

Note: You must be connected to the internet for AI enrichment to work.

Review and approve AI suggestions

After AI enriches an issue, review the suggestions before finalizing the issue.

  1. In the Issues list, tap an issue that shows Ready to review.

  2. Review the AI-generated content. Fields filled by AI are marked with a special indicator.

  3. You can edit any field that AI filled in. When you edit a field, the AI indicator disappears.

Generate without AI toggle

You can turn off AI enrichment while still using the quick create flow.

  1. In the Quick Create Issue view, locate the Generate with AI toggle in the top left of the screen.

  2. Turn off the toggle. The quick create flow continues without AI enrichment:

    • The Describe the issue field becomes a standard Description field.
    • You can add unlimited photos.
    • When you tap Create & review, the issue is added to the Issues list immediately.

  3. The toggle setting remains the same for your next issue.

    Note: If your hub doesn't have AI features enabled, you won't see the Generate with AI toggle. You can still use Quick create to add issues faster without AI enrichment.
Parent page: Issues on Autodesk Forma Mobile App (iOS)