Tutorial: Create an adaptive form

This tutorial is a step in the Create Your First Adaptive Form series. It is recommended to follow the series in chronological sequence to understand, perform, and demonstrate the complete tutorial use case.

About the tutorial

Adaptive forms are new-generation forms that are dynamic and responsive. You can use Adaptive forms to deliver personalized experiences. You can also integrate adaptive forms with Adobe Analytics for usage statistics and Adobe Campaign for campaign management. For more information about adaptive forms capabilities, see Introduction to authoring adaptive forms.

It is easier to create and manage forms when a proper process is followed. In this article, you learn how to:

• Create an adaptive form that allows a customer to add a shipping address

• Layout fields of an adaptive form to display and accept information from a customer

• Create submit action to send an email containing form content

• Preview and submit an adaptive form

You will have a form similar to the following by end of article:

Step 1: Create the adaptive form

1. Log in to the AEM author instance and navigate to Adobe Experience Manager > Forms > Forms & Documents. The default URL is http://localhost:4502/aem/forms.html/content/dam/formsanddocuments.

2. Tap Create and select Adaptive Form. An option to select a template appears. Tap the Blank template to select it and tap Next.

3. An option to Add Properties appears. The Title and Name fields are mandatory:

   • Title: Specify Add new or update shipping address in the Title field. The title field specifies the display name of the form. The title helps you identify the form in the AEM Forms user interface.
   • Name: Specify shipping-address-add-update-form in the Name field. The Name field specifies the name of the form. A node with the specified name is created in the repository. As you start typing a title, value for the name field is automatically generated. You can change the suggested value. The name field can include only alphanumeric characters, hyphens, and underscores. All the invalid inputs are replaced with a hyphen.

4. Tap Create. An adaptive form is created and a dialog to open the form for editing appears. Tap Open to open the newly created form in a new tab. The form opens for editing. It also displays the sidebar to customize the newly created form according to the needs.

   For information about adaptive form authoring interface and available components, see Introduction to authoring adaptive forms.

   

Step 2: Add header and footer

AEM Forms provides many components to display information on an adaptive form. Header and Footer components help provide a consistent look and feel to a form. A header typically includes the logo of a corporation, the title of the form, and summary. A footer typically includes copyright information and links to other pages.

1. Tap > . The component browser opens. Drag the Header component from component browser to the adaptive form.

2. Tap Logo. The toolbar appears. Tap on the toolbar, type We.Retail, and tap .

3. Tap Image. The toolbar appears. Tap . The properties browser opens on the left of the screen. Browse and upload the logo image. Tap . The image appears on the header.

   You can tap Get file to download the logo used in this article if you don’t have one.

   Get File

4. Drag the Footer component from to the adaptive form. At this stage, the form looks like the following:

   

Step 3: Add components to capture and display information

Components are building blocks of an adaptive form. AEM Forms provides many components to capture and display information in an adaptive form. You can drag the components from to a form. To learn about available components and corresponding functionality, see Introduction to authoring adaptive forms.

1. Drag the Numeric Box component to the adaptive form. Place it before the footer component. Open properties of the component, change Title of the component to Customer ID, change Element Name to customer_ID, enable the Required Field option, enable the Use HTML5 Number Input Type option, and tap .

2. Drag three Text Box components to the adaptive form. Place these before the footer component. Set the following properties for these text boxes.:

   Property	Text Box 1	Text Box 2	Text Box 3
   Title	Name	Shipping Address	State
   Element Name	customer_Name	customer_Shipping_Address	customer_State
   Required Field	Enabled	Enabled	Enabled
   Allow multiple lines	Disabled	Enabled	Disabled

3. Drag a Numeric Box component before the footer component. Open properties of the component, set values listed in the below table, Tap .

   Property	Value
   Title	ZIP Code
   Element Name	customer_ZIPCode
   Maximum Number of Digits	6
   Required Field	Enabled
   Display Pattern Type	No Pattern

4. Drag an Email component before the footer component. Open properties of the component, set values listed in the below table, and tap .

   Property	Value
   Title	Email
   Element Name	customer_Email
   Required Field	Enabled

5. Drag an File Attachment component before the footer component. Open properties of the component, set values listed in the below table, and tap .

   Property	Value
   Title	Government approved address proof
   Element Name	customer_Address_Proof
   Required Field	Enabled

6. Drag a Submit Button component to the adaptive form. Place it before the footer component. Open properties of the component, change Element Name to address_addition_update_submit, tap . The layout of the form is complete and the form looks like the following:

   

Step 4: Configure submit action for the adaptive form

A submit action is triggered when a user taps the Submit button on an adaptive form. You can use a submit action to save form data to the local repository, send form data to a REST endpoint, send form data as an email, and more. Adaptive forms provides a few more out-of-the-box submit actions. For detailed information, see Configuring the Submit action.

Using the following steps, you can configure email submit action and demo submit action of the form:

1. Configure the email server. For details, see Configuring Email Notification.

2. Tap Form Container in the Content browser and tap . The properties browser opens on the left.

3. Go to Submission > Submit Action. Select Send Email. Specify the following values and tap .

   Property	Value
   From	donotreply@weretail.com
   To	${customer_Email}
   Subject	Acknowledgement: You have added shipping address on We.Retail website.
   Email Template	Hi ${customer_Name}, The following address is added as the shipping address for your account: ${customer_Name}, ${customer_Shipping_Address}, ${customer_State}, ${customer_ZIPCode} Regards, We.Retail
   Include attachments	Enabled

   Your form is ready. Now, you can preview the form and test the functionality. If you have used the name mentioned the tutorial and accessing the form on the machine running AEM Forms server, then the form is available at http://localhost:4502/editor.html/content/forms/af/shipping-address-add-update-form.html.

Step 5: Preview and submit the adaptive form

You can use the Preview option to evaluate appearance and behavior of a form. You can submit a form in preview mode and also check validations applied on a form. For example, if an error is displayed when a mandatory field is left empty.

Adaptive forms also provide an option to Emulate experience of a form for various devices. For example, iPhone, iPad, and Desktop. You can use both Preview and Emulator options in conjunction with each other to preview a form for devices of different screen sizes.

1. Tap the Preview option on the right side of the form editor. The form opens in the preview mode. If you have used the name mentioned the tutorial, then preview URL of the form is http://localhost:4502/content/dam/formsanddocuments/shipping-address-add-update-form/jcr:content?wcmmode=disabled
2. Use to view how the form looks on various devices.
3. Fill out fields of the form and tap Submit. The form is submitted and you are redirected to default Thank You page. You can also specify a custom thank you page. For details, see Configuring redirect page.

The adaptive form to add an address is ready. If you have used the name mentioned in the tutorial and accessing the form on the machine running AEM Forms server, then the form is available at http://localhost:4502/editor.html/content/forms/af/shipping-address-add-update-form.html.

Business.Adobe.com resources

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