AI v3.2
Introduction
AI v3.2 adds an option to fill checklist fields with AI-generated suggestions automatically. When this option is enabled, the AI writes values directly to the checklist, and the manual “Add to Checklist” action is hidden. Record conversation still shows suggestions and filled notifications as before. Enabling auto-fill also turns off linked-record generation in output fields by design.
What’s included in this release
A new option in the AI field settings to automatically fill checklist values with AI suggestions.
When auto-fill is enabled, the AI writes directly to the checklist, and the “
Add to Checklist” action is not shown in the record conversation for those entries.When auto-fill is disabled, users can continue to review suggestions and add them manually; a “
Fill all AI suggestions” action is available to apply all suggestions in one step.Linked-record generation for output fields is disabled while auto-fill is enabled, to prevent writing into linked records from another record’s context.
The setting is persisted per field and survives refresh; an admin can toggle it at any time.
Record conversation behaves the same as before (suggestions and filled notifications continue to appear in chronological order).
A UI refresh is required to see the newly auto-filled values in the checklist after the AI runs. Re-triggering AI overwrites the previous value for that field and logs a new notification; multiple eligible checklist fields are filled independently and logged separately.
Before vs After
How values get into the checklist
User reviews suggestions and clicks Add to Checklist
AI writes values directly; Add to Checklist is hidden
Record conversation
Suggestion + filled notifications
Suggestion + filled notifications (same as before)
Linked record generation (output fields)
Allowed if configured
Disabled while auto-fill is enabled
Applying multiple suggestions
Click Add to Checklist (or Fill all AI suggestions if used)
Not applicable - AI fills automatically
Visibility timing
Manual add appears immediately
Filled values appear after refresh
Best practices
Make prompts and input fields explicit (include exact labels and options) so suggestions map cleanly to target fields.
After AI runs with auto-fill, refresh to view the filled values and verify the expected notifications in the correct order.
Re-trigger AI only when you need entirely new values, as re-triggering AI overwrites the existing values. If you just wish to make minor changes to the existing values, you can just edit the same in the checklist fields.
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