AEM Forms Automated Forms Conversion service, powered by Adobe Sensei, automatically converts your PDF forms to device-friendly and responsive adaptive forms. Whether you are using non-interactive PDF forms, Acro Forms, or XFA-based PDF forms, the Automated Forms Conversion service can easily convert these forms into adaptive forms. For information about the capabilities, conversion workflow, and onboarding information see Automated Forms Conversion service.
Prepare the templates to be applied to converted forms: Using a template allows you to apply consistent branding across all the adaptive forms. Moreover, Automated Forms Conversion service does not extract and use header and footer of source PDF documents. You can use adaptive form templates to specify header and footer. Header and footer specified in the template are applied to the adaptive form during conversion. When you create a folder for the templates, select the Browse configurations option for everyone.
Prepare the themes to be applied to converted forms: Using a theme allows you to apply a consistent style to all the adaptive forms of your organization.
After you connect your AEM instance with AEM Forms Conversion Service, you can convert your PDF forms to adaptive forms. Perform the following steps in the listed order to convert the forms:
The conversion service converts PDF forms available on your AEM Forms instance to adaptive forms. You can upload all the PDF forms at once or in a phased manner, as required. Before uploading the forms, consider the following:
Perform the following steps to upload the forms to be converted to a folder on your AEM Forms instance:
Log in to the AEM Forms instance.
Tap Adobe Experience Manager > Navigation > Forms > Forms & Documents.
Tap Create> Folder. Specify Title and Name of the folder. Tap Create. A folder is created.
Tap to open the newly created folder.
Tap Create> File Upload. Select the forms to upload, click Open, and click Upload. The forms are uploaded.
After you have uploaded the forms and configured the service, perform the following steps to start the conversion:
On your AEM Forms instance, tap Adobe Experience Manager > Navigation > Forms > Forms & Documents.
Select a form or the folder containing PDF forms (forms to be converted) and tap Start Automated Conversion. The Conversion Settings dialog appears.
In the Basic tab of the Conversion Settings dialog:
In the Additional tab of Conversion Settings dialog,
Select the Auto-detect multi-column layout of input forms option to retain the layout of the source form for large screens like desktops and laptops. The option is helpful in preserving the multi-column layout of source forms. For example, when a source PDF has a two-column layout, the service generates an output adaptive form with a two-column layout for large screen displays and single-column layout for small screen devices like mobile phones. The feature has some known issues with data source schema structure. For details, see the known-issues article.
By default, the service creates a separate top-level panel for each page of a PDF form. Now, you can use the Auto-detect logical sections option to not create page level panels (page number-based panels) and create only logical panels. It also clubs the fields which do not belong to any section with preceding logical section and fields of a logical section spread across two adjacent pages into a single logical section. For example, if some fields of a logical section are at the end of page one and some are in the starting of page two, all such fields are clubbed into a single logical section.
You require the connector package 1.1.38 or above to use the Auto-detect logical sections feature.
(AEM Forms as a Cloud Service Only) The [Auto-convert sections to fragments] option applies to PDF Forms with more than 15 pages. It converts the detected top level sections to fragments. It also enables lazy-loading for all the created fragments. It helps improve rendering speed of converted forms and makes it easier to load large forms in adaptive form editor.
Do not use responsive layout template while using the Auto-convert sections to fragments option.
Use the review and correct editor to merge small panels to a large one. It helps reduce the number of fragments in the converted adaptive form.
If you experience the “too many calls” exception,
Tap Start Conversion. The Conversion is started. Conversion progress is displayed on the folder or the form until the conversion is in progress. The message is replaced another status message (Converted, Partially Converted, or Conversion Failed) after the conversion is complete. A status email is also sent on the configured email address on completion of conversion:
If you are converting an XFA-based PDF form in to an adaptive form, the conversion service automatically associates the PDF form to the converted adaptive form as the Document of Record template. After conversion, you can open the adaptive form properties to view the Document of Record template in the Document of Record Template Configuration section of Form Model tab.
The conversion service automatically uploads the PDF form to the converted adaptive form as the Document of Record template only if you enable the Tools > Cloud Services > Automated Forms Conversion Configuration > Properties of selected configuration > Advanced > Generate Document of Record option.
If the conversion process takes more than 60 minutes and the PDF form is still not converted to an adaptive form, create a folder on AEM Forms instance, upload the PDF form to the newly created folder, and restart the conversion.
Real world forms have complex data capture requirements. Once the automated conversion is complete, customers can review the conversion quality of the form and make necessary updates to the form. AEM Forms provides a review and correct editor to make required changes. It allows you to improve automated identification of form fields and convert identified fields from one type to another. For example, you can help identify two-column layout of a form and change a field automatically identified as radio button to multiple choices field.