Still in preview, but looks very promising, the form fill assist toolbar, which also allows you to use files now. This is an extension of something that I wrote about before a while back, when the Copilot smart paste feature was introduced (blog here). At this stage, the new toolbar allows you to upload files and, based on that, it can provide suggestions for fields in the form you are working on.
The cool thing about this is that it supports the following file types at the moment:
- .txt
- .docx
- .csv
- .png
- .jpg
- .jpeg
- .bmp
Use case Product Return Request
There are plenty of interesting use cases for this. I have decided to create something for Big Lex’s BBQ Smokehouse, where they are allowing customers to download a template from their website in order to request a product return. This template should be filled in by the customer and send back to the backoffice of Big Lex’s BBQ Smokehouse.
But you can also think about other types of documents that could be used to speed up this process a lot more, for example:
- Health and Safety Checklist
- Customer Satisfaction Survey
- Client Onboarding Checklist
The way it works is then pretty simple:
1. Navigate to the table where you want to create a record for, in my example Product Return Request
2. Upload your file or use the drag-and-drop feature into the box, in my example, a filled-in Product Return Request form as shown in the image above
3. Copilot will process your file and try to provide suggestions for the different fields, where possible
4. Accept All suggestions, or make a decision field by field. When you hover over the i icon it will show you where in the template it gets its information from.
How to configure the Copilot form fill assist toolbar
In order to enable the form fill assist toolbar feature, you need to follow the next steps:
- Open the Power Platform Admin Center
- Navigate to Environments
- Select the environment where you want to enable this for
- Select Settings
- Navigate to Features in the Products section
- Find the AI form fill assistance section
- Enable Form fill assist toolbar
- Press Save
The form fill assist toolbar setting can be overridden on the model-driven app level if you want to manage this feature by model-driven app. When you open the model-driven app and navigate to the Settings > Features you can find the Form fill assist toolbar setting here to override it.
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