AEM AE M For Forms ms Pa Part rt11
Introduction • AEM Forms provide a facelift to existing existing Livecycle tool. • The XDP and XFA files ,which provide a structure to forms, are used in AEM forms • It supports analytics from Adobe analytics and sitecatalyst • Ado Adobe be has has provid provided ed refere reference nce site site for for AEM Form Forms s called called “Geometrixx-Gov “Geometrixx-Gov ” • To enable these, we have to install adobe-aemfd-{OS}-pkg and cq-geometrixxgov-all-pkg-1.0.40 in our instances • The Livecycle Livecycle serve serverr needs to be configured configured in configMgr configMgr whe where re URL for LC server server, username and password should be procided for “Adobe “Adobe LiveCycle Client SDK Configuration”” Configuration
AEM licensing • AEM forms, with limited capabilities, is installed with AEM QuickStart. • For advanced capabilities, such as integration with Adobe Analytics and Adobe EchoSign, authoring and managing XFA-based forms, and using Document Services APIs, you need to install the AEM forms add-on package.
AEM forms : Limited Functionality in Quickstart • Creating and Managing Adaptive Forms (without XFA-based templates) • Using Forms Portal components to List adaptive forms on a Web Page • Using Forms Manager to create and Manage adaptive forms • Submiting forms and handling AEM workflows
AEM forms : Add-on Package Functionality • Support for XFA-based form Template-based Adaptive Forms • Support to manage and use XFA-based forms in AEM forms UI, forms portal components, and adaptive forms. • Connectors to integrate Enterprise Content Management systems (ECMs) with forms workflow engine. • Adobe EchoSign integration • Adobe Analytics integration • Document services API, which includes: Forms service Output service Assembler service • Doc Assurance service, which includes: Signatures service Certification service Reader Extension service
Form Templates
• The OOTB form has a few templates under libs : /libs/fd/afaddon/templates • We can copy this to our project and associate a page component and a design to it • Under the template we have a guide container which contains the format of the form – panels and layouts • The guideContainer node differentiates a form template from a page template • After creating a template, we can create a form under forms section using the template we created and form model as the xdp file which has been uploaded.
Configuration
The submit action of form is configurable by editing the “Start of an Adaptive Form” If we want to add a submit button to the page, the toolbar needs to be edited and a button needs to be added over there We can save it as a PDF/node in crx, submit it to a rest endpoint, email as a PDF/Text and trigger a workflow on submit A less framework is used to design the forms
Forms Manager / Managing Reviews
The AF can be submitted for reviews
Reviews can be initiated by selecting initiate review option from forms section
Reviewer can be added by the initiator and they’ll receive notifications in their inboxes Reviewers can select a section of form and add comments on the left pane There can be multiple rounds of review and initiator can revert to the reviewers comment
Styling changes
Method 1: For Form Specific Changes • Create a custom css file in the client libs section • Edit the AF to add css file in the styling tab • Edit particular field and add class to it in the styling section corresponding to css
Method 2: For Generic Changes • Create a new less file in the less folder in project clientlibs • Import it in styles.less • Add required classes to the fields on the form
Form Portal
It has a list of all the forms available on the site
It also provides tag based search functionality
It is created as a normal page under the sites.
“Search & Lister Component” is dragged dropped on the empty page
The path of the folder having your forms should be entered here
The component lists all the available forms
The default display templates for the component are provided at : /etc/designs/fd/fp/template/card
We can have our own template under our project design fp folder
These are listed in the display tab of the lister component dialog
Also we can include css path in the styles tab
Applying tags to a form
Create the required tag structure in the tagging section
We can select form and view its properties
There on editing the properties, we get an option to add tag
We just need to select the required tag and save it.
The forms with this tag can be searched by this url :
http://localhost:port/content/mycomapny/en/allforms.html?fp.cq:tags=mycompany:extended-care
Submitting forms through pdf
We can download pdf for the forms which have associated xdp on browsers with pdf support The pdf downloaded is interactive and if the servlet for submit action is available, it will directly save the form from pdf into AEM instance.
Add custom metadata to form properties
Custom metadata can easily be added to both form & schema properties using “Tools>Assets>Metadata Schemas”. No code change is required. Also portal listing page can be customized to show custom metadata if required.
Add file upload feature
The Attachement Field is available as FileUpload component in Sidekick under the Adaptive Form group.
Add ecosign in the form
You can register for echosign developer account & get API key. AEM instance can be configured to use ecosign using the API key at Tools --> Operations --> Cloud --> Cloud Services --> Third Party Services --> Adobe EchoSign
Configure Doc Assurance service
Stop the AEM server
Open the sling.properties at [AEM installation]\crx-quickstart\conf\ for editing
Add the following properties to the sling.properties file sling.bootdelegation.class.com.rsa.jsafe.provider.JsafeJCE=com.rsa.* sling.bootdelegation.class.org.bouncycastle.jce.provider.BouncyCastleProvider= org.bouncycastle.*
Initiate Workflow on Form Submission
Workflow can be triggered using workflow launcher on form submission. • Event Type: Created • NodeType:nt:unstructured • Path: /content/forms/fp/admin/submit/metadata • Workflow: RenderAndSign
Update XFA file
Author can upload modified XFA file. After uploading the XDP open the AF again in the authoring mode. At the bottom you can see a warning message that Adaptive Form update is required. Click on the link in the error message to update the XDP. Warning icons may appear in form based on change in XFA file.
Localize the form
Forms can easily be localized using dictionary functionality of AEM.
Generate & export dictionary as XLIFF file for a given local.
Modify it locally & add localized text & then import it back to AEM.
Change the local in your browser setting to test.
Dependent Drop down list
Dependent drop down list can easily be created using power of jsp.
Pre-populate values in form using facebook/G+/CQ data
User information such as Name, Gender, email id, age, birthday , marital status etc can easily be pre-populated in the form using user profile data from facebook, Google plus, AEM etc.
AEM Forms – System Architecture AEM
Internal UIs
Forms Form Manager
Forms
Adaptive Forms Authoring
Reader Extensions
Form Portal Authoring Felix Console Designer
Manua l Upload
Mobile Applicatio n
Brows er
r e y a L n o i t a c o v n I T S E R / P T T H
Assembler
AEM Forms Foundati on Services
Sign and validate Output Document Security and CC
Rights Management PDF Generator Output (Batch) Correspondence Mgmt.
LiveCycle Connector
Bedrock Fonts Document Manager
Core AEM Servic es t n e m e g a n a M t e s s A l a t i g i D
Truststor e Keystore Security Reposito ry Workflo w
Temp File Manager
OSGi
TicketServ ice
Sling
Logical Architecture Form Data Store
Form Authors
Author
Form publishing
Forms Workflows
Processing
Form submission
Publish
Legend: AEM Forms running in 3 different modes: • Author: AEM Forms running in ‘author’ run-mode. • Publish: AEM Forms running in ‘publish’ run-mode. • Processing: AEM Forms running in ‘author’ run-mode with no users assigned to the forms-manager group in order to disable form editing. AEM Forms Workflows add-on (optional)
3rd party store for final processed form data (optional, AEM
Recommended Physical Topology (new customers) Form Authors
Form Data Store
Author
Processing
Forms Workflows
Legend:
Publish Physical machine
AEM Server
Livecycle Server
Recommended Physical Topology (existing AEM customers) Form Authors
Existing Infrastructure
Author
Additional Infrastructure
Processing
Form Data Store
Forms Workflows
Publish Notes: • Existing AEM customers will already have an author-publish setup. The additional components they need to add are called out in the topology. • Instead of having published forms arrive at the Publish farm via chained replication from the Processing cluster, it is more suitable to reuse
Form Life-cycle Form Author
Forms Workflows Design Export/ Import
Form Designer
Save
Disk Files (individual/ zip)
Upload
Author
Publish
Processing Chain replicate
Publish Notes:
Reference Site
http://helpx.adobe.com/aem-forms/6/getting-started.html
https://www.youtube.com/watch?v=7ICbQihcJNI
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