- AEM 6.4 Forms Guide
- Release Notes
- Getting Started
- Introduction to AEM Forms
- Introduction to authoring adaptive forms
- Introduction to Interactive Communications
- Introduction to managing forms
- Tutorial: Create your First Adaptive Form
- Tutorial: Create your First Interactive Communication
- AEM Forms Reference Collaterals
- Set up and configure AEM Forms reference sites
- We.Finance reference site walkthrough
- We.Gov reference site walkthrough
- Employee self-service reference site walkthrough
- Employee recruitment reference site walkthrough
- We.Finance Auto Insurance Renewal reference site
- We.Gov reference site FOIA walkthrough
- Reference adaptive form fragments
- Reference Themes
- Reference letter templates
- Configure Microsoft Dynamics 365 for the home mortgage workflow of the We.Finance reference site
- Install and configure AEM Forms
- Architecture and deployment topologies for AEM Forms
- Choosing a persistence type for an AEM Forms installation
- Install AEM Forms on OSGi
- Install AEM Forms on JEE
- Supported platforms for AEM forms on JEE
- Installing and Deploying AEM Forms on JEE Using JBoss Turnkey
- Installing and configuring AEM Forms Document Security server
- Preparing to install AEM Forms (Single Server)
- Installing and Deploying Adobe Experience Manager Forms on JEE for JBoss
- Installing and Deploying AEM Forms on JEE for WebLogic
- Installing and Deploying Adobe Experience Manager Forms on JEE for WebSphere
- Install AEM Forms Workbench
- Install and configure Designer
- Preparing to Install AEM Forms (Server Cluster)
- Configuring Adobe Experience Manager Forms on JEE on JBoss Cluster
- Configuring Adobe Experience Manager Forms on JEE on WebLogic Cluster
- Configuring Adobe Experience Manager Forms on JEE on WebSphere Cluster
- Configure AEM Forms
- Performance tuning of AEM Forms server
- Configure adaptive forms cache
- Configuring AEM DS settings
- Configuring the synchronization scheduler
- Configuring the Connector for Microsoft SharePoint
- Connecting AEM Forms with Adobe LiveCycle
- Configuring AEM Forms to submit form data to an AEM Forms on JEE process
- AEM desktop app for AEM Forms
- Upgrade AEM Forms
- Available upgrade paths
- Upgrade AEM Forms on OSGi
- Upgrade AEM Forms on JEE
- Preparing to upgrade AEM Forms
- Adobe Experience Manager Forms on JEE upgrade checklist and planning
- Upgrade to AEM 6.4 forms on JEE
- Upgrading to Adobe Experience Manager Forms on JEE for JBoss
- Upgrading from LiveCycle ES4 SP1 to Adobe Experience Manager Forms on JEE for JBoss
- Upgrading to AEM Forms on JEE for JBoss Turnkey
- Upgrading from LiveCycle ES4 SP1 to Adobe Experience Manager Forms on JEE for JBoss Turnkey
- Upgrading to Adobe Experience Manager Forms on JEE for WebLogic
- Upgrading from LiveCycle ES4 SP1 to Adobe Experience Manager Forms on JEE for WebLogic
- Upgrading to Adobe Experience Manager Forms on JEE for WebSphere
- Upgrading from LiveCycle ES4 SP1 to Adobe Experience Manager Forms on JEE for WebSphere
- Manage AEM Forms
- AEM Forms on OSGi Groups and Privileges
- Create new folders to categorize forms
- Searching for forms and assets
- Manage form metadata
- Download an XFA or a PDF form template
- Deleting forms and related resources
- Getting XDP and PDF documents in AEM Forms
- Importing and exporting assets to AEM Forms
- Supporting new locales for adaptive forms localization
- Handling user data
- Hardening AEM Forms Environment
- Form Data Model
- Adaptive Forms - Basic Authoring
- Best practices for working with adaptive forms
- Creating an adaptive form
- Adaptive form fragments
- Configuring the Submit action
- Using CAPTCHA in adaptive forms
- Adaptive forms keywords
- Tables in adaptive forms
- Auto-save an adaptive form
- Configuring redirect page
- Creating accessible adaptive forms
- Creating forms with repeatable sections
- Embed an adaptive form or interactive communication in AEM sites page
- Embed adaptive form in external web page
- Inline styling of adaptive form components
- Introduction to multi-step form sequence
- Layout capabilities of adaptive forms
- Placeholder text in AEM Forms
- Previewing a form
- Reusing adaptive forms
- Separator component in adaptive forms
- Apply electronic signatures to a form using scribble signatures
- AEM Forms Keyboard Shortcuts
- Associating submission reviewers with a form
- Authoring in-context help for form fields
- Adaptive Forms - Advanced Authoring
- Creating adaptive forms using JSON Schema
- Creating adaptive forms using XML Schema
- Using Adobe Sign in an adaptive form
- Creating and using themes
- Adaptive forms rule editor
- API to invoke form data model service from adaptive forms
- Asynchronous submission of adaptive forms
- Create an adaptive form using a set of adaptive forms
- Adaptive Form Templates
- Adaptive Form Expressions
- Generate Document of Record for adaptive forms
- Improve performance of large forms with lazy loading
- Prefill adaptive form fields
- Using SOM expressions in adaptive forms
- Adding information from user data to form submission metadata
- XFA support in XDP-based adaptive forms
- Changing Page Zero content in Designer
- Grant rule editor access to select user groups
- Using AEM translation workflow to localize adaptive forms and document of record
- Automate testing of adaptive forms
- Styling constructs for adaptive forms
- Synchronizing Adaptive Forms with XFA Form Templates
- Integrate Adobe Sign with AEM Forms
- Creating and managing reviews for assets in forms
- Standard validation error messages for adaptive forms
- Interactive Communications
- Introduction to Interactive Communication authoring UI
- Create an Interactive Communication
- Using charts in Interactive Communications
- Texts in Interactive Communications
- Conditions in Interactive Communications
- Prepare and send Interactive Communication using the Agent UI
- Print channel and web channel
- Interactive Communications configuration properties
- Workflows
- AEM Forms Workspace
- Introduction to AEM Forms workspace
- Working with AEM Forms workspace
- AEM Forms Workspace Architecture
- Features of AEM Forms workspace not available in Flex workspace
- Features of Flex workspace not available in AEM Forms workspace
- Backbone interaction
- Description of reusable components
- Document details for renderer
- Integrating AEM Forms workspace components in web applications
- New render and submit service
- Understanding the folder structure
- Integrating third-party applications in AEM Forms workspace
- AEM Forms workspace JSON object description
- Introduction to Customizing AEM form workspace
- Generic steps for AEM Forms workspace customization
- Changing the locale of AEM Forms workspace user interface
- Creating a new login screen
- Customizing error dialogs
- Customizing tabs for a task
- Customizing the task details page
- Customizing the listing of process instances
- Customizing Task Actions
- Displaying additional data in ToDo list
- Getting Task Variables in Summary URL
- Customize images used in route actions
- Minification of the JavaScript files
- Customize tracking tables
- Updating the link to the documentation
- Working with Formsets in AEM Forms workspace
- APIs used in AEM Forms workspace
- Initiating a new process with existing process data in AEM Forms workspace
- Hosting two AEM Forms workspace instances on one server
- Changing the color scheme of the interface
- Changing the font on the interface
- Changing the organization logo for branding
- Displaying information in the Task Summary pane
- Displaying the user avatar
- Getting started with AEM Forms workspace
- Managing tasks in an organizational hierarchy using Manager View
- Starting processes
- Tracking processes
- Single Sign On and timeout handlers
- Using an adaptive form in HTML Workspace
- Integrating AEM forms workspace with Microsoft Office SharePoint Server
- Working with To-do lists
- Troubleshooting guidelines for AEM Forms workspace
- AEM Forms app
- Introduction to AEM Forms app
- Set up environment for AEM Forms app
- Set up the Xcode project and build the iOS app
- Building a secure AEM Forms app for iOS
- Set up the Visual Studio project and build the Windows app
- Set up the Android studio project and build the Android app
- Build the AEM Forms Android app
- Distribute AEM Forms app
- Gesture customization
- Branding Customization
- Theme Customization
- Logging in to AEM Forms app
- Home screen
- Synchronizing the app
- Working with a Form
- Working with Startpoints
- Opening a task
- Saving a task or form as a draft
- Using autosave in AEM Forms app
- Save forms as templates
- Adding attachments
- Working in the offline mode
- Updating general settings
- Troubleshoot AEM Forms app
- HTML5 Forms
- Introduction to HTML5 forms
- Getting started with HTML5 forms
- Architecture of HTML5 forms
- Feature differentiation between HTML5 forms and PDF forms
- Frequently asked questions (FAQ) for HTML5 forms
- Designing form templates for HTML5 forms
- Best practices for HTML5 forms
- Designing accessible HTML5 forms
- Generate HTML5 preview of an XDP form
- Rendering form template for HTML5 forms
- Enabling attachments for an HTML5 form
- HTML5 forms service proxy
- Optimizing HTML5 forms
- Screen readers for HTML5 forms
- Creating a custom profile for HTML5 forms
- Right-to-left languages in HTML5 forms
- Integrating Form Bridge with custom portal for HTML5 forms
- Create custom appearances in HTML5 forms
- Changing default styles of HTML5 forms
- Picture clause support for HTML5 forms
- Create accessible complex tables in HTML5 forms
- Creating CSS styles for HTML5 forms
- Customizing error messages for HTML5 forms
- Saving an HTML5 form as a draft
- Enable logging for HTML5 forms
- Debugging HTML5 forms
- Scripting support for HTML5 forms
- Form set in AEM Forms
- Letters and Correspondences
- Correspondence Management Overview
- Layout Design
- Data Dictionary
- Document Fragments
- Create Letter
- Create Correspondence
- Remote functions in Expression Builder
- Manage agent signature images
- Post processing of letters and interactive communications
- Add custom action to the Asset Listing view
- Add custom action/button in Create Correspondence UI
- Add custom properties to Correspondence Management assets
- Customize create correspondence UI
- Customize text editor
- Correspondence Management: Troubleshooting
- APIs to access letter instances
- Integrating Create Correspondence UI with your custom portal
- Custom special characters in Correspondence Management
- Custom watermark in letter PDF preview
- Configuring a Correspondence Management solution
- Inline condition and repeat in Interactive Communications and letters
- Document Fragments
- Correspondence Management Configuration Properties
- Integrate AEM Forms with Experience Cloud solutions
- Publish and process AEM Forms
- Introduction to publishing forms on a portal
- Sample for integrating drafts & submissions component with database
- Configuring storage services for drafts and submissions
- Manage Forms applications and tasks in AEM Inbox
- Watched folder in AEM Forms
- Drafts and submissions component
- Embedding link component in a page
- Publishing and unpublishing forms and documents
- Listing forms on a web page using APIs
- Accessing and filling published forms
- Sending a form submission acknowledgement via email
- Create or Configure a watched folder
- Use custom email templates in an Assign Task step
- Use metadata in an email notification
- Forms Portal
- Document Services
- Document Security
- Document security offerings
- Enable AEM to search document security protected PDF documents
- Reader extending policy-protected PDF documents using Portable Protection Library
- Enable AEM to search document security protected PDF and Microsoft Office documents
- Protect a document on behalf of another user
- Forms Designer
- Customize AEM Forms
- Appearance framework for adaptive and HTML5 forms
- Creating a custom adaptive form template
- Creating custom layout components for adaptive forms
- Adding custom action on form lister items
- Customize layout and positioning of error messages of an adaptive form
- Creating a custom toolbar action
- Customizing form event tracking
- Create custom appearances for adaptive form fields
- Customizing Draft and Submission data services
- Dynamically populating drop-down lists
- Writing custom Submit action for adaptive forms
- Creating custom toolbar layout
- Displaying components based on the template used
- Creating custom adaptive form themes
- Transaction Reports
- Administrator help for AEM Forms on JEE
- Get Started
- Setting up and managing domains
- Configuring User Management
- Change the order of evaluation for authentication
- Configure the LDAP bind password
- Configure AEM forms to prefetch domain information
- Configuring certificate-based authentication
- Configure SAML service provider settings
- Enabling single sign-on in AEM forms
- Configure User Management for an SSL-enabled LDAP server
- Importing and exporting the configuration file
- Configure advanced system attributes
- Preventing CSRF attacks
- Setting up and organizing users
- Connecting to a content management system
- Managing certificates and credentials
- Importing and managing applications and archives
- Managing Services
- Managing Endpoints
- Configuring Acrobat Reader DC extensions
- Certificate types used by Acrobat Reader DC extensions
- Recognizing valid and expired certificates in PDF documents
- Configuring Acrobat Reader DC extensions for data capture
- Review credential use information
- Configuring credentials for use with Acrobat Reader DC extensions
- Review the usage rights of a PDF file
- Enabling online commenting for Adobe Reader web browser plug-in
- Setting timeout values for use with Acrobat Reader DC extensions
- Working with PDF Generator
- Introduction to working with PDF Generator
- Enabling multi-threaded file conversions
- Configuring Adobe PDF settings
- Configuring security settings
- Configuring file type settings
- Importing and exporting PDF Generator configuration files
- Enable PDF/A support
- Setting up a PDFG Network Printer (Windows only)
- Configuring fallback fonts
- Modifying the PDF Export conversion settings
- Converting files using PDF Generator
- Configuring SSL
- Working with document security
- About document security
- High-volume secure information delivery
- Configuring client and server options
- Managing invited and local user accounts
- Controlling access to policy-protected documents
- Monitoring events
- Creating and managing policies
- Using the document security webpages
- Creating and managing policy sets
- Registering as a User
- Configuring Forms
- Configuring Output
- Configuring forms workflow
- About administration and process terminology
- Managing Processes
- Configuring Business Calendars
- Overview of Forms workflow
- Configuring Out of Office Settings
- Searching for process instances
- Configuring Server Settings
- Working with stalled operations and branches
- Configuring Shared Queues
- Working with tasks
- Configuring Workspace
- Health Monitor
- Maintaining AEM forms
- Maintaining the AEM forms Database
- Maintaining the Application Server
- AEM forms Backup and Recovery
- Backing up and recovering the EMC Documentum repository
- Enabling and disabling safe backup mode
- Backing up the AEM forms data
- Files to back up and recover
- Backup and recovery strategy for AEM forms
- PDF Generator backup limitations
- Backup strategies for watched folders
- Recovering the AEM forms data
- Backup strategy for Connector for EMC Documentum users
- Strategy for backup and restore in a clustered environment
- System information service
- Process Reporting
- Developer Reference
- Developer basics
- HTML Template Language
- AEM plug-in to debug adaptive forms
- AEM Forms Java API Reference
- AEM Forms on JEE Java API Reference
- Form Bridge APIs for HTML5 forms
- JavaScript Library API reference for Adaptive Forms
- Assembler Service and DDX Reference
- Workbench Help
- Programming with AEM Forms on JEE
- Introduction to programming with AEM Forms on JEE
- Java API Quick Start – Code Examples
- Application Manager Client JavaAPI Quick Start(SOAP)
- Application Manager Service JavaAPI Quick Start(SOAP)
- Assembler Service Java API QuickStart(SOAP)
- Acrobat Reader DC extensions ServiceJava API Quick Start(SOAP)
- Backup and Restore Service APIQuick Starts
- Barcoded Forms Service Java APIQuick Start(SOAP)
- Components and Services Java APIQuick Start(SOAP)
- Convert PDF Service Java API QuickStart(SOAP)
- Credential Service Java API QuickStart(SOAP)
- Distiller Service Java API QuickStart(SOAP)
- DocConverter Service Java API QuickStart(SOAP)
- Document Management Service (Deprecated)Java API Quick Start(SOAP)
- Document Security Service JavaAPI Quick Start(SOAP)
- Encryption Service Java API QuickStart(SOAP)
- Endpoint Registry Java API QuickStart(SOAP)
- Form Data Integration Service JavaAPI Quick Start(SOAP)
- Forms Service API Quick Starts
- Generate PDF Service Java API QuickStart(SOAP)
- Invocation API Quick Starts
- LiveCycleProcess Java API(SOAP)Quick Start
- Output Service Java API Quick Start(SOAP)
- PDF Utilities Service Java APIQuick Start(SOAP)
- Repository Service API Quick Starts
- Signature Service Java API QuickStart(SOAP)
- Task Manager Service Java API QuickStart(SOAP)
- User Manager Java API Quick Start(SOAP)
- XMP Utilities Service Java APIQuick Start(SOAP)
- Invoking AEM Forms on JEE using APIs
- Performing Service Operations using APIs
- Performing Service Operations Using APIs
- Rendering Forms
- Assembling PDF Documents
- Programmatically Assembling PDF Documents
- Converting Between File Formatsand PDF
- Programmatically Disassembling PDF Documents
- Assembling Encrypted PDF Documents
- Assembling Multiple XDP Fragments
- Assembling Documents Using Bates Numbering
- Assembling Non-Interactive PDF Documents
- Assembling PDF Documents with Bookmarks
- Assigning Usage Rights
- Assembling PDF Portfolios
- Calculating Form Data
- Creating Web Applications thatRenders Forms
- Creating PDF Documents with SubmittedXML Data
- Disassemble a PDF document using the web service API
- Determining Whether Documents Are PDF/A-Compliant
- Dynamically Creating DDX Documents
- Handling Submitted Forms
- Optimizing the Performance of theForms Service
- Passing Documents to the FormsService
- Prepopulating Forms with Flowable Layouts
- Rendering Forms Based on Fragments
- Rendering Forms By Value
- Rendering Forms as HTML
- Rendering Forms at the Client
- Rendering HTML Forms Using Custom CSS Files
- Rendering HTML Forms with CustomToolbars
- Rendering Interactive PDF Forms
- Rendering Rights-Enabled Forms
- Validating DDX Documents
- Converting PDF to Postscript andImage Files
- Converting Postscript to PDF Documents
- Creating Document Output Streams
- Digitally Signing and Certifying Documents
- Encrypting and Decrypting PDF Documents
- Importing and Exporting Data
- Managing Users
- Working with AEM Forms Repository
- Working with barcoded forms
- Working with Credentials
- Working with PDF/A Documents
- Working with PDF Utilities
- Working with XMP Utilities
- Preparing AEM Forms for Backup
- Programmatically Managing Endpoints
- Programmatically managing the Preferences Nodes
- Protecting Documents with Policies
- Validate a DDX document using theweb service API
Documentation
Actions and capabilities of Form-centric AEM Workflows on OSGi and AEM Forms JEE workflows
AEM Inbox and HTML Workspace
AEM Inbox is used to run and monitor Forms-centric AEM Workflows on OSGi. HTML Workspace allows you to run and monitor AEM Forms JEE Workflows. The following table lists important actions available in AEM Inbox for Forms-centric AEM Workflows on OSGi and in HTML Workspace for AEM Forms JEE Workflows.
| Actions | AEM Inbox | HTML Workspace |
| Starting a process, task, or form application |
Supported |
Supported |
| Submitting tasks | Supported |
Supported |
| Assigning a task to a group | Supported |
Supported |
| Submitting to multiple routes | Supported |
Supported |
| Tracking tasks history and task summary | Supported |
Supported |
| Email notifications | Supported |
Supported |
| Reassigning tasks | Supported | Supported |
| Field level attachments for adaptive forms | Supported | Not Supported |
| Calendar view | Supported | Not Supported |
| Task level comments | Supported | Not Supported |
| Queues (shared personal queue, Claim tasks from queue) | Not Supported | Supported |
| Out-of-office notification | Not Supported | Supported |
| Assigning a task to multiple users | Not Supported | Supported |
Form-centric AEM Workflows on OSGi and AEM Forms JEE Workflows
Form-centric AEM Workflows on OSGi and AEM Forms JEE Workflows (AEM Forms on JEE Process Management) have a different set of capabilities. The following table lists important capabilities and support available for the capabilities in Form-centric AEM Workflows on OSGi and AEM Forms on JEE Workflows:
| Capabilities | Form-centric AEM Workflows on OSGi |
AEM Forms JEE Workflows |
| Adaptive Forms | Supported | Supported |
| Integration with other AEM solutions | Supported | Supported |
| Scribble Signature | Supported | Supported |
| Custom email templates | Supported | Supported |
| Defining task priority | Supported | Supported |
| Time out a task after due date | Supported | Supported |
| Loops within workflow | Supported | Supported |
| Dynamically choosing an assignee | Supported | Supported |
| Using custom metadata | Supported | Supported |
| E-signature (Adobe Sign) | Supported [1] | Supported [5] |
| Manage task and form applications | Supported [2] |
Supported [2] |
| Document Services | Supported [3] | Supported [3] |
| Render completed task as adaptive form or PDF document | Supported | Supported [4] |
| Integration with Correspondence Management | Supported | Supported |
| Reset button | Supported | Not Supported |
| Workflow stages | Supported | Not Supported |
| Read-only adaptive forms | Supported | Not Supported |
| Hiding the default save button | Supported | Not Supported |
| Granular control over workflow details section | Supported | Not Supported |
| HTML5 Forms, Interactive PDF Forms, Form Set |
Not Supported |
Supported |
| Process Reporting | Not Supported |
Supported |
| Digital Signature | Supported |
Supported |
| Startpoint categories | Not Supported | Supported |
| Bulk task approval | Not Supported | Supported |
| Save draft with a custom name | Not Supported | Supported |
| Initiate a process with existing process data |
Not Supported | Supported |
| Saving a startpoint as a draft | Not Supported | Supported |
| User avatar | Supported | Supported |
| Manager view | Not Supported | Supported |
| Search templates | Not Supported | Supported |
| Integration with third-party applications | Supported [6] | Supported |
| Task-level attachments for workflow application or startpoint | Not Supported | Supported |
| Reminder email | Not Supported | Supported |
| Change title on task timeout | Not Supported | Supported |
| Email on task delegation and task claim | Not Supported | Supported |
| Send an email at the end of the workflow | Supported [7] | Supported |
| Delegate between disjoint groups | Not Supported | Supported |
| Call a Web service from a workflow | Supported [6] | Supported |
| XSLT Transform | Not Supported | Supported |
| Gateways, NO WAIT | Supported | Supported |
| OR, AND Split | Not Supported | Supported |
| Dynamic task priority | Not Supported | Not Supported |
-
You can use Form-centric AEM Workflows on OSGi to sign an already filled adaptive form. Form-centric AEM Workflows on OSGi supports out of the form signing. The in-form signing experience is not supported.
-
You require access to AEM Inbox to run and monitor AEM Forms OSGi AEM Workflows and HTML Workspace to run and monitor AEM Forms JEE Workflows.
-
Native AEM Forms Document Services are available for both Form-centric AEM Workflows on OSGi and AEM Forms on JEE Workflows. AEM Workflow uses native document services for Form-centric AEM Workflows on OSGi and AEM Forms JEE (Process Management) Workflows.
-
AEM Forms JEE Workflows can only render an adaptive form. It does not support rendering an adaptive form as a PDF document.
-
AEM forms JEE Workflows do not have a separate step for Adobe Sign. You require an Adobe Sign enabled adaptive form for AEM forms JEE Workflows. For more details, see Adobe Sign documentation.
-
You can use the Invoke Form Data Model Service step to invoke a web-service service and post or retrieve data from a third-party application.
-
You can use the Send Email step to send emails.
Differences between AEM Inbox and AEM Forms app features
Two of the prominent ways to launch a Forms-centric workflow are using AEM Inbox and AEM Forms app. The capabilities of AEM Inbox and AEM Forms app, however, differ. AEM Inbox works only with Forms-centric workflows while the AEM Forms app works with both Forms-centric workflows as well as process management.
The following table lists the capabilities of AEM Inbox and AEM Forms app:
Actions |
AEM Inbox |
AEM Forms App |
Starting a form application |
Supported |
Supported |
Submitting tasks |
Supported |
Supported |
Delegating tasks |
Supported |
Not Supported |
Tracking tasks history and task summary |
Supported |
Not Supported |
Adding task level attachments |
Supported |
Supported |
Viewing task level attachments |
Supported |
Supported |
Adding field level attachments |
Supported |
Supported |
Displaying the calendar view |
Supported |
Not Supported |
Adding comments |
Supported |
Supported |
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