Improve UX in Automators Tool add form (help text and workflow field behavior)
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Reported by: [cadence96](https://www.drupal.org/user/3520894)
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<p>[Tracker]<br>
<strong>Update Summary: </strong>Improve UX in Automators Tool add form.<br>
<strong>Short Description: </strong>Add help text and improve field behavior in Automators Tool form.<br>
<strong>Check-in Date: </strong>04/22/2026<br>
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[/Tracker]</p>
<h3 id="summary-problem-motivation">Problem/Motivation</h3>
<p>The UX of the Automators Tool creation form (<code>/admin/config/ai/ai-automators/automators_tool/add</code>) can be improved to reduce confusion and guide users more effectively.</p>
<p>The following issues were identified:</p>
<ul>
<li><strong>Description field</strong> does not include help text, leaving users without guidance on what to enter.<br><img width="400" height="auto" src="https://www.drupal.org/files/issues/2026-04-22/1-description-without-help-text.png"></li>
<li>The <strong>"Choose workflow first"</strong> section is clickable even when the <strong>Workflow</strong> field is empty. However, it requires a selected workflow to function properly. This creates a confusing interaction.<br><img width="400" height="auto" src="https://www.drupal.org/files/issues/2026-04-22/2-choose-workflow-first-clickable-but-empty.png">
</li>
<li>The <strong>Workflow</strong> field:
<ul>
<li>Is an autocomplete field but does not indicate that at least <strong>3 characters</strong> are required to trigger suggestions.<br><img width="400" height="auto" src="https://www.drupal.org/files/issues/2026-04-22/3-autocomplete-does-not-indicate-3-characters-required.png"></li>
<li>Does not explain that workflows must exist beforehand.</li>
<li>Does not mention that workflows require the <strong>AI Agents</strong> module.<br><img width="400" height="auto" src="https://www.drupal.org/files/issues/2026-04-22/4-cant-create-workflow-when-ai-agents-is-not-enabled.png"></li>
<li>Does not provide a direct link or guidance on where to create workflows.</li>
</ul>
</li>
</ul>
<p>These gaps may lead to user confusion, especially for first-time users configuring AI Automators.</p>
<h3 id="summary-proposed-resolution">Proposed resolution</h3>
<p>Update <code>AutomatorsToolForm</code> (<code>web/modules/contrib/ai/modules/ai_automators/src/Form/AutomatorsToolForm.php</code>) to:</p>
<ul>
<li>Add help text to the <strong>Description</strong> field:
<ul>
<li>Explain that it is used as an administrative description and may be consumed by AI.</li>
</ul>
</li>
<li>Improve the <strong>Workflow</strong> field help text:
<ul>
<li>Indicate that at least 3 characters are required to search.</li>
<li>Clarify that workflows must be created beforehand.</li>
<li>Mention that the <strong>AI Agents</strong> module is required.</li>
<li>Provide a link to <code>/admin/config/ai/automator_chain_types/add</code>.</li>
</ul>
</li>
<li>Use <strong>Drupal States API</strong> to control visibility of the <strong>"Choose workflow first"</strong> section:
<ul>
<li>Hide or disable it when the <strong>Workflow</strong> field is empty.</li>
<li>Only display it once a valid workflow is selected.</li>
</ul>
</li>
</ul>
<h3 id="summary-remaining-tasks">Remaining tasks</h3>
<ul>
<li>Implement help text additions.</li>
<li>Add Drupal States logic to control field visibility.</li>
<li>Test UX behavior with and without workflows available.</li>
<li>Validate behavior with and without AI Agents module enabled.</li>
</ul>
<h3>Optional: Other details as applicable (e.g., User interface changes, API changes, Data model changes)</h3>
<p>This change improves usability without affecting existing data structures or APIs. It is a non-breaking UX enhancement.</p>
<h3 id="summary-ai-usage">AI usage (if applicable)</h3>
<p>[x] AI Assisted Issue<br>
This issue was generated with AI assistance, but was reviewed and refined by the creator.</p>
<p>[ ] AI Assisted Code<br>
[ ] AI Generated Code<br>
[ ] Vibe Coded</p>
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