Create an Adaptive Form (Foundation Components) creating-an-adaptive-form

Access Experience Manager Forms Author instance. It can be a Cloud instance or a local development instance.

Enter your credentials on the Experience Manager login page.

After you are logged in, in the upper-left corner, select Adobe Experience Manager > Forms > Forms & Documents.

Select Create > Adaptive Forms. The Wizard opens.

In the Source tab, select a template:

• When you select an Editable template, a theme and submit action specified in the template are auto-selected, and the Create button is enabled. You can go to the Style or Submission tabs to select a different theme or submit action. If the selected Editable template does not specify a theme, the create button remains disabled. You can go to the Styles tab to manually select a theme.

  note note
  NOTE
  You can also create Document of Record template using an Adaptive Forms editor. For more information, see Document of Record Support in Adaptive Form Editor.

• When you select a static template, the data, style, submission, delivery, and preview options are not available. When you are create an Adaptive Form, use an Editable template.

In the Style tab, select a theme:

• When the selected template specifies a theme, the theme is auto selected in the wizard. You can also choose a different theme from the Style tab.
• If the selected template does not specify a theme, you can use the Style tab to choose a theme. The Create button is enabled only after a theme is selected.

(Optional) In the Data tab, select a data model:

• Form data model: A Form Data Model lets you integrate entities and services from disparate data sources to an Adaptive Form. Choose Form Data Model (FDM) if the Adaptive Form that you are creating involves fetching and write data from and to multiple data source.

• JSON Schema: JSON schema represents the structure in which data is produced or consumed by the back-end system in your organization. You can associate the schema to an Adaptive Form and use its elements to add dynamic content to the Adaptive Form. The elements of the schema are available for use in the Data Model Objects tab of the Content browser when authoring Adaptive Forms and all the fields are also added to created Adaptive Form.

By default, all the fields of the data model are selected. When you create the Adaptive Form, all the selected data model fields are converted to corresponding Adaptive Form components. The wizard provides you checkboxes to select only those fields which should be included in the Adaptive Form.

In the Submission tab, select a submit action:

• When you select a template, the submit action specified in the template is auto-selected. You can select a different submit action from the Submission tab. The ** Submission** tab displays all the available submit actions.

• When the selected template does not specify a submit action, you can use the Submission tab to select a submit action

(Optional) In the Delivery tab, you can specify a publishing or unpublishing date for an Adaptive Form.

Select Create. A dialog to specify title, name, and location to save the Adaptive Form appears:

• Title Specifies the display name of the form. The title helps you identify the form in the Experience Manager Forms user interface.
• Name: 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.
• Path: Specifies the location at which the Adaptive Form is to be saved. You can save the Adaptive Form directly at /content/dam/formsanddocuments or create a folder such as /content/dam/formsanddocuments/adaptiveforms to save an Adaptive Form. Ensure that you create the folder before using it in the path. The Path: field does not create a folder automatically.

Select Create. An Adaptive Form is created and opens in the Adaptive Forms editor. The editor displays the contents available in the template. It also displays the sidebar to customize the created form according to the needs.

Based on the type of Adaptive Form, the form elements present in the associated JSON schema or Form Data Model (FDM) are displayed in the Data Model Objects tab of the Content Browser in the sidebar. You can also drag-drop these elements to build your Adaptive Form.

Select the Adaptive Form and select the Properties icon.

Open the Form Model tab and do one the following.

• If the Adaptive Form is without a form model, you can choose another form model and accordingly select XML or JSON schema, or form data model (FDM).
• If the Adaptive Form is based on a form model, you can choose another XML or JSON schema, or Form Data Model (FDM) for the same form model.

Select Save to save the properties.

Select the Adaptive Form container (Root) component.

Click icon to open the Properties of the Adaptive Form container.

Select the Data Model tab and do one the following:

• If the Adaptive Form is without a form model, you can choose a form model and accordingly select XML or JSON schema, or form data model (FDM).
• If the Adaptive Form is based on a form model, you cannot change the form model. You can choose another XML or JSON schema, or Form Data Model (FDM) for the same form model as applicable.

Select to save the properties.