AI-Generated Flows - PowerUX Docs

Overview

PowerUX’s AI-Generated Flows feature allows you to create sophisticated UX flows using natural language descriptions. Simply describe what you want your flow to do in plain English, and our generative AI will create the complete flow with all the necessary action steps, logic, and configurations.

Powered by Generative AI This feature uses advanced AI to understand your requirements and generate production-ready flows. No coding or technical knowledge required!

Why Use AI-Generated Flows?

Speed

Create complex flows in seconds instead of minutes or hours

Simplicity

Describe what you want in plain language - no technical expertise needed

Accuracy

AI understands context and generates flows with proper logic and structure

Learning Tool

See how AI implements your requirements and learn PowerUX best practices

Getting Started with AI Flows

Step 1: Start Creating a Flow

From the UX Flows list, click + New Flow to open the flow creation dialog.

Step 2: Select Flow Type

Choose the type of flow you want to create:

Form - For model-driven app forms
Command Bar - For ribbon buttons
Function - For reusable functions

Step 3: Choose “Create with AI”

In the flow properties screen, you’ll see several options. Click on Create with AI - the first option with the sparkles icon.

The Generative AI button on the right indicates you’re in AI creation mode!

Step 4: Describe Your Flow

A text area will appear asking you to “Describe Your Flow in Plain Text”. This is where the magic happens!

Write a clear description of what you want your flow to do. For example:

When the form loads, show a notification if the record name contains Test

Be specific about:

When it should happen (trigger)
What it should do (actions)
Conditions if any (logic)

Step 5: Configure Flow Properties

After describing your flow, set the standard flow properties:

string

required

A descriptive name for your flow

string

Brief description of what the flow does (optional but recommended)

dropdown

required

Select the table this flow operates on

dropdown

required

Select the form for this flow (for Form flows)

Step 6: Create Your Flow

Click the Create button. PowerUX AI will:

Analyze your natural language description
Determine the required action steps
Configure the proper logic and conditions
Generate a complete, ready-to-use flow

Your AI-generated flow opens in the flow builder, ready to review, modify, or publish!

Writing Effective AI Prompts

The quality of your AI-generated flow depends on how clearly you describe your requirements. Follow these best practices:

Be Specific About Triggers

Good Trigger Descriptions

“When the form loads”
“When the user clicks the Save button”
“When the Status field changes”
“On form load, after data is loaded”

Avoid Vague Triggers

“Sometimes do this”
“When needed”
“Usually when…”

Describe Clear Actions

Good Action Descriptions

“Show a notification with the message ‘Record saved successfully’”
“Hide the Credit Limit field”
“Set the Status field to ‘Active’”

Avoid Ambiguous Actions

“Do something with the field”
“Update stuff”
“Handle the record”

Include Conditions Clearly

Good Condition Descriptions

“If the Account Type equals ‘Enterprise’”
“When the record name contains ‘Test’”
“If the Annual Revenue is greater than 1000000”
“When the Status is not ‘Active’ and Priority is ‘High’”

Avoid Unclear Conditions

“If it’s the right type”
“When appropriate”
“If needed”

Example AI Prompts

Simple Notification

Prompt:

When the form loads, show a notification if the record name contains Test

What AI Creates:

Form OnLoad trigger
Condition checking if Name contains “Test”
Form notification action with an appropriate message

Field Visibility Control

Prompt:

When the Account Type field changes, hide the Credit Limit field if the 
type is not Enterprise, otherwise show it

What AI Creates:

Field OnChange trigger for Account Type
Branching condition based on field value
Show/Hide control actions for Credit Limit field

Data Validation

Prompt:

When the user clicks Save, check if the email field has a valid email format. 
If not, show an error on the field and prevent saving

What AI Creates:

Form OnSave trigger
Email validation logic
Error display on field
Cancel save action if invalid

Automated Record Creation

Prompt:

When the form saves and the Status is changed to Won, automatically create 
a new Task record assigned to the owner with subject "Follow up on opportunity"

What AI Creates:

Form OnSave trigger
Condition checking Status change
Create Record action with proper field mappings
Success notification

Complex Business Logic

Prompt:

On form load, if the user is a System Administrator, show all fields. 
If the user is a Sales Rep, hide the Cost Price and Margin fields. 
For all other users, make the form read-only and show a warning notification

What AI Creates:

Form OnLoad trigger
Multiple branching conditions based on user roles
Field visibility controls for each scenario
Form mode changes
Conditional notifications

Advanced AI Prompt Techniques

Use Context from Multiple Fields

Prompt:

When Annual Revenue is greater than $5M and Account Type is Enterprise 
and Credit Hold is false, automatically set the Credit Limit to the 
Annual Revenue multiplied by 0.2

The AI understands multi-field relationships and creates appropriate logic.

Specify Complex Workflows

Prompt:

When the form saves:
1. If Status changed to Complete, set the send email flag to yes
2. Show a success notification

The AI creates a sequential flow with all steps in the correct order.

Reviewing and Refining AI-Generated Flows

After AI generates your flow:

Review the Flow

Examine the generated action steps in the flow builder

Test the Logic

Use the Preview feature to test different scenarios

Refine if Needed

Modify any action steps to better match your specific requirements

Add Details

Enhance with additional error handling or user feedback

Publish

When satisfied, publish your flow to production

AI-generated flows are a great starting point. You can always modify them to add more sophisticated logic or handle edge cases.

Tips for Best Results

Start Simple, Then Iterate

Begin with a basic description and let AI create the flow. Then, if needed, create a new version with more details.

Use Field Names Correctly

Reference fields by their display names as they appear in the form (e.g., “Account Name” not “accountname”).

Be Sequential

If you have multiple actions, describe them in the order they should occur. Use numbered lists when helpful.

Specify User Experience

Describe the user experience you want: “show a notification”, “display an error”, “prompt for confirmation”.

Common Use Cases

Conditional Field Visibility

When the form loads, hide the Discount field if the Account Type 
is not Premium or VIP

Dynamic Field Requirements

When the Opportunity Stage changes to Proposal, make the 
Budget Amount and Close Date fields required

Calculated Fields

When Quantity or Unit Price changes, calculate and set the 
Total Amount to Quantity multiplied by Unit Price

User Notifications

When the form loads, if this is a high-priority case that hasn't 
been updated in 48 hours, show an urgent warning notification

Record Status Management

When Save is clicked, if all required fields are filled and the 
Status is Draft, automatically change Status to Ready for Review

Troubleshooting

Flow doesn't do what I expected

Solution: Review the generated flow in the builder. The AI might have interpreted your description differently. Modify the action steps or try rephrasing your description.

Some fields are not found

Solution: Ensure you’re using the exact display names of fields as they appear in your form. Check spelling and capitalization.

Logic is too simple or too complex

Solution: Adjust the detail level in your description. More detail = more complex flows. Less detail = simpler flows.

Need to combine multiple scenarios

Solution: Either describe all scenarios in one prompt, or create separate flows for each scenario and combine them manually.

Comparing AI vs Manual Creation

Create with AI

Best For:

Quick prototyping
Common scenarios
Learning PowerUX
Time-sensitive projects

Time: Seconds to minutes

Manual Creation

Best For:

Very specific requirements
Complex custom logic
Edge case handling
Fine-tuned optimization

Time: Minutes to hours

Pro Tip: Use AI to create the initial flow structure, then manually refine it for your exact needs. This gives you the best of both worlds!

AI Generation Limits

Current LimitationsWhile our AI is powerful, be aware of these current limitations:

Complex multi-branch logic may need manual refinement
Very specific custom requirements might need manual implementation
Integration with external systems may require additional configuration
Some advanced scenarios are better built manually

These limitations are continually improving as our AI capabilities expand!

Privacy and Data

Your Data is SafeWhen you use AI-generated flows:

Your natural language descriptions are processed securely
No sensitive data from your environment is stored
AI learns from patterns, not your specific data
All standard PowerUX privacy policies apply

Best Practices Summary

Do This:

✅ Write clear, specific descriptions
✅ Use proper field names
✅ Mention triggers explicitly
✅ Describe desired user experience
✅ Review and refine as needed

Avoid This:

❌ Vague or ambiguous descriptions
❌ Assuming AI knows your custom fields
❌ Overly complex single prompts
❌ Expecting perfection without review
❌ Using technical jargon unnecessarily

Reusable Functions

Create reusable logic that can be used across flows

Action Steps

Learn about all available action steps

Triggers

Understand when flows execute

FAQs

How accurate is the AI?

The AI is highly accurate for common scenarios and well-described requirements. For best results, provide clear, specific descriptions. You can always review and modify the generated flow.

Can I edit AI-generated flows?

Absolutely! AI-generated flows are fully editable. Use AI to create the structure, then refine manually to perfect your flow.

What if the AI doesn't understand my description?

Try rephrasing your description with more detail or simpler language. Break complex requirements into smaller, clearer statements.

Is there a cost for using AI generation?

AI generation is included with your PowerUX subscription. Check your plan details for any usage limits.

Can AI create Functions too?

Yes! The AI generation feature works with Forms, Command Bars, and Functions. Just select Function as the flow type.

Get Started Now

Ready to create your first AI-generated flow?

Try AI Flow Generation

Click New Flow → Choose Create with AI → Describe what you want → Create!

Experience the power of natural language flow creation and see how AI can accelerate your PowerUX development!

​Overview

​Why Use AI-Generated Flows?

Speed

Simplicity

Accuracy

Learning Tool

​Getting Started with AI Flows

​Step 1: Start Creating a Flow

​Step 2: Select Flow Type

​Step 3: Choose “Create with AI”

​Step 4: Describe Your Flow

​Step 5: Configure Flow Properties

​Step 6: Create Your Flow

​Writing Effective AI Prompts

​Be Specific About Triggers

​Describe Clear Actions

​Include Conditions Clearly

​Example AI Prompts

​Simple Notification

​Field Visibility Control

​Data Validation

​Automated Record Creation

​Complex Business Logic

​Advanced AI Prompt Techniques

​Use Context from Multiple Fields

​Specify Complex Workflows

​Reviewing and Refining AI-Generated Flows

​Tips for Best Results

​Common Use Cases

​Conditional Field Visibility

​Dynamic Field Requirements

​Calculated Fields

​User Notifications

​Record Status Management

​Troubleshooting

​Comparing AI vs Manual Creation

Create with AI

Manual Creation

​AI Generation Limits

​Privacy and Data

​Best Practices Summary

​Related Resources

Reusable Functions

Action Steps

Triggers

​FAQs

​Get Started Now

Try AI Flow Generation

Overview

Why Use AI-Generated Flows?

Getting Started with AI Flows

Step 1: Start Creating a Flow

Step 2: Select Flow Type

Step 3: Choose “Create with AI”

Step 4: Describe Your Flow

Step 5: Configure Flow Properties

Step 6: Create Your Flow

Writing Effective AI Prompts

Be Specific About Triggers

Describe Clear Actions

Include Conditions Clearly

Example AI Prompts

Simple Notification

Field Visibility Control

Data Validation

Automated Record Creation

Complex Business Logic

Advanced AI Prompt Techniques

Use Context from Multiple Fields

Specify Complex Workflows

Reviewing and Refining AI-Generated Flows

Tips for Best Results

Common Use Cases

Conditional Field Visibility

Dynamic Field Requirements

Calculated Fields

User Notifications

Record Status Management

Troubleshooting

Comparing AI vs Manual Creation

AI Generation Limits

Privacy and Data

Best Practices Summary

Related Resources

FAQs

Get Started Now