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Most quotes need the same handful of forms attached every time, and which forms they need usually depends on the quote’s answers. Auto-added forms let you capture that as configuration instead of relying on people to remember: you write a small set of rules — one per form — and AI Insurance adds the matching forms to the quote for you, in the order you choose. A rule is just three things: Rules are part of your company configuration, alongside your fields, pages, and option sets. To add or change one, contact your AI Insurance team — tell them which form, when it should be added, and where it belongs in the order. Once the configuration is applied, the rules run automatically during the quote flow.
Auto-added forms apply to the quote flow. Rules may reference Quote forms and Policy forms (the two form categories used in quoting) — both are added to the quote as it is built. Claim/Incident forms are attached by hand on an event and can’t be auto-added.

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How a rule is configured

Each rule is one entry in the formLogicRules section of your company’s configuration, with three properties:
Only the forms you want auto-added are listed. formLogicRules holds auto-add rules, not your forms. Every form template you’ve uploaded is available for the user to add by hand on the Forms step whether or not it has a rule — so a form that doesn’t need any logic simply isn’t listed. (A rule with an empty addCondition is allowed, but it behaves exactly like having no rule — the form isn’t auto-added — while still using up a rank. There’s no reason to add one.)
Technical teams can read and manage these rules programmatically. The Configuration API exports your full configuration — formLogicRules included — as structured JSON and applies edited configuration back; it requires an API key with the configuration-manager role.
1

Upload the form template first

A rule references a form by its form number, so the form template must already exist for the company. If a rule references a form that hasn’t been uploaded, the configuration is rejected. See Form templates for how templates are uploaded and managed.
2

Add a rule for each form you want auto-added

A form gets at most one rule. Set its formNumber, give it a unique rank, and write its addCondition. Forms that don’t need auto-add logic are left out of formLogicRules entirely.
3

Apply the configuration

The rules are validated along with the rest of the configuration; any problem with a rule is reported before anything is saved. An export returns the rules back out, so you can always see exactly what’s configured.

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Writing conditions

addCondition is a Jexl expression — the same kind you already use for field display and required conditions. It is evaluated against the quote’s field values, and the form is added only when the expression is true.
  • Reference fields by their bare reference ID (no quote. prefix), exactly as in display/required conditions — e.g. state == 'CA' or vehicleCount > 5.
  • Field references are type-checked when the configuration is applied, so a misspelled field name is caught before anything is saved. At runtime, a condition that can’t be resolved (for example, a field with no value yet) is treated as false — the form simply isn’t added.
An empty condition has a specific meaning:

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Rules and limits

Validation enforces a few constraints so the rule set stays unambiguous:
  • One rule per form. Two rules referencing the same form number are rejected (“each form may have at most one rule”).
  • Unique ranks. Two rules with the same rank are rejected (“ranks must be unique”).
  • Eligible forms only. A rule may reference a Quote or Policy form. Referencing a Claim/Incident form is rejected (“Forms logic can only add Quote or Policy forms”).
  • The form must exist. Referencing a form number with no uploaded template is rejected (“…does not exist for this company. Upload the form template first, then re-import.”).
Each error names the offending rule, so it can be fixed and re-applied.

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How it behaves in the quote flow

When someone builds a quote, the rules run once and stage the matching forms onto the quote — you’ll see them appear under Selected Forms on the Forms step.

Runs once per quote

Auto-add happens once, while the quote is still a draft — either when the Forms step is opened, or at the first save if that step was skipped. A quote that’s already been saved is never re-evaluated.

Respects your changes

Because it never re-runs, anything you do afterward sticks. Remove an auto-added form and it stays removed when you reopen the quote; the rules won’t put it back.
Forms appear in the order they were added. A clean auto-add comes out in rank order, because the rules are evaluated and the forms created lowest-rank-first.
Because rules evaluate only once, changing an answer after the forms have been added won’t update the form set on its own. Use the Add Recommended Forms button (below) to re-apply the rules.
The Forms step’s Selected Forms card has an Add Recommended Forms button (the icon). It’s the manual escape hatch for the cases auto-add doesn’t cover on its own:
  • A quote that was saved before the form set was complete (auto-add only runs on a fresh draft).
  • Re-applying the rules after you’ve changed an answer that a condition depends on.
  • Pulling in recommended forms on a quote where they were never added.
Press it and the rules re-run against the quote’s current answers. Any recommended form that isn’t already in the list is added; forms already present are left alone (so it’s safe to press more than once). You’ll get a confirmation toast — “N recommended forms added.” — or, when there’s nothing new to add, “No additional recommended forms to add.”
The button only adds forms — it never removes one you’ve taken off. It de-duplicates against what’s currently shown, so a form you removed and want back will be re-added, while forms still in the list aren’t duplicated. Re-added forms land at the end of the list rather than back in their original positions — but among themselves they keep rank order.

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Putting it together

A typical rule set for an auto setup might look like:
On every quote, FM-0001 is added first. FM-0002 is added next, but only when the quote’s state is California. Any other uploaded form — say a rider the user picks only occasionally — isn’t listed here at all; it stays available to add by hand on the Forms step.