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Edit your forms and custom fields with help from AI

Benji
Updated

Before you start: the easiest and safest path is to ask BNDRY to do this for you. Email support@bndry.net with a description of the change you want, and our team will apply it for you. We'll review the change against your existing schema, check it won't break anything else, and apply it carefully. For most customers, this is the right option.

If you'd rather self-serve, the rest of this article shows you how — using BNDRY's free, open-source AI skills to generate the schema JSON yourself. Self-service is faster for small changes, but you take on responsibility for getting it right. A bad schema can prevent forms from saving, break validation rules, or affect existing data. Continue only if you're comfortable with that trade-off, and consider asking us to review a change before you apply it to production.

BNDRY's forms and custom fields are configured using JSON — structured text that defines what fields exist, how they're grouped, and what validation rules apply. If that sounds intimidating, the good news is that you don't need to learn JSON. An AI chatbot can write it for you, based on what you describe in plain English.

The BNDRY team publishes a free, open set of AI 'skills' for exactly this purpose. You can find them on GitHub at github.com/bndry-co/BNDRY-Skills — they're maintained alongside the BNDRY product, so they stay current with the latest schema rules.

The workflow below works with any AI chatbot you already use — ChatGPT, Claude.ai, Gemini, or others — including their free tiers. You don't need a paid subscription to follow these steps.

What you'll need

  • A BNDRY admin account with access to the Settings page
  • An account on any AI chatbot — ChatGPT, Claude.ai, Gemini, or similar. The free tier is fine for most changes.
  • A few minutes per change

Download the BNDRY Skills from GitHub

You only need to do this once. The skills are published as a public GitHub repository.

  1. Open github.com/bndry-co/BNDRY-Skills in your browser.
  2. Click the green Code button, then Download ZIP.
  3. Unzip the file. Inside, look for the skills folder. It contains two subfolders:
    • bndry-custom-fields-schema — for editing custom fields on Individual, Company, and Trust entities
    • bndry-formkit-schema — for editing forms

Open a chat and load the skill

Open whichever AI chatbot you prefer and start a new conversation. You'll paste the skill's instructions into the chat so the AI knows the rules it needs to follow.

  1. Open the relevant skill folder (for example, bndry-custom-fields-schema).
  2. Open SKILL.md in any text editor — TextEdit on Mac, Notepad on Windows. Select everything and copy.

  3. In your AI chatbot, start a new chat. Paste the SKILL.md contents with a short preamble in front:

    'Follow the instructions in this skill for the rest of the conversation:'

  4. If the skill has files in references or templates subfolders, also attach or paste those into the chat. Most chatbots let you attach files; if yours doesn't, paste the contents into the chat in the same message.

The AI now knows the rules for BNDRY schemas. You can move on to making your change.

Describe the change you want

In the same chat, describe what you want in your own words, the same way you'd describe it to a colleague. Be specific about which entity (Individual, Company, or Trust) for custom fields, or which form you're editing.

Custom field examples:

  • 'Add a date of birth field to Individual entities.'
  • 'On Company, add a custom field group called Worldpay with merchant ID, gateway type (dropdown of Visa/Mastercard, Amex, EFTPOS), and account name.'
  • 'Here's our current schema [paste]. Add a source of funds field with options for salary, savings, business income, and inheritance.'

Form examples:

  • 'Edit this form to add a step asking about overseas property holdings: [paste form JSON]'
  • 'Add validation so the phone field only accepts Australian mobile numbers.'
  • 'Make the "business activity" field required.'

The AI will produce JSON for you. If you already have an existing schema, always paste it in alongside your request — that way the AI can carry your existing fields forward and only change what you've asked for.

Always check the AI's output before applying

The skills include guard rails. For example, the custom fields skill is instructed to never silently remove an existing field, and to ask before making any deletion. These guard rails reduce the risk of accidental loss, but they aren't foolproof. AI can still make mistakes — it might rename a field key, change a validation rule subtly, drop a field it decided was redundant, or reorganise a group in a way you didn't ask for.

Before pasting the AI's output into BNDRY:

  • Keep a copy of your current schema (paste it into a text file or note so you can compare).
  • Compare the AI's output to your current schema. Make sure every existing field is still there, with the same key and the same configuration.
  • If anything looks different that you didn't ask for, ask the AI to explain or revert that change before you apply it.

If you're unsure, email support@bndry.net and ask us to review the change before you apply it to production data. We'd much rather check a schema than recover from a broken one.

Paste the JSON into BNDRY

  1. In BNDRY, open Settings.
  2. Navigate to the area you're editing:
    • Custom fields — find the entity (Individual, Company, or Trust) and open its schema.
    • Form templates — find or create the form you're editing.
  3. Paste the JSON the AI gave you into the schema field.
  4. Save. BNDRY will validate the JSON and either accept it or show you any errors.

If BNDRY shows an error, copy the exact error message back to the AI and ask it to fix the issue. Repeat until BNDRY accepts the schema. The AI knows the rules and will adjust.

When it doesn't go to plan

  • BNDRY says 'invalid schema' when you paste: copy the exact error message from BNDRY back to the AI and ask it to fix the issue. Try the corrected JSON in BNDRY again.
  • The AI produced JSON for the wrong entity type: tell it which entity you meant (Individual, Company, or Trust) and ask it to regenerate.
  • The custom fields AI wants to remove a field you didn't ask about: tell it to keep all existing fields. The custom fields skill is set up to ask before making any deletion, but you always have the final call. (For FormKit forms, deleting fields is a normal edit — this safeguard only applies to custom fields, because custom field schemas hold live business data.)
  • The AI says it's hitting a length limit when you paste the skill: the skill files for forms are long. If a free tier truncates the input, try splitting your paste across two messages — paste SKILL.md first, send, then paste the reference files in a follow-up message. Or use the paid AI options below, which handle longer skills more easily.
  • You're not sure whether a change is safe: ask the AI in plain English — for example, 'Is this change safe to apply to live customer data?'. If you're still uncertain after that, email support@bndry.net and we'll review the schema with you before you apply it.
  • Anything else: if you get stuck at any point — even something not listed above — email support@bndry.net. Include a screenshot of any error message and the JSON you were trying to paste, so we can reproduce the issue quickly.

Save setup time: load the skill once

The steps above work on any AI chat, free or paid. If you'll be making changes regularly, you can save a few minutes by loading the skill once into a paid AI account instead of pasting it into every chat.

Claude.ai (Pro, Max, or Team):

  1. Zip up the skill folder (for example, just bndry-custom-fields-schema) into its own zip file. On Mac, right-click and choose Compress. On Windows, right-click and choose Send to › Compressed (zipped) folder.
  2. In Claude.ai, open Settings › Capabilities › Skills.
  3. Click Upload skill and select the zip.
  4. The skill activates automatically when your message matches what it's designed for — just open a new chat and describe what you want.

ChatGPT (Plus, Team, or Enterprise):

  1. Click your profile, then My GPTs › Create a GPT.
  2. Name the GPT — for example, 'BNDRY Custom Fields Helper'.
  3. Open SKILL.md in a text editor, copy everything, and paste it into the Instructions field.
  4. In the Knowledge section, upload every file from the references and templates subfolders.
  5. Click Create.

Either way, once the skill is loaded, you can skip the chat preamble and just describe the change you want straight away.

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