Using User Profile Data Integration with AEM Forms

Overview
Best practices to follow
Setting up OKTA authentication with AEM Author
Creating your first Adaptive Form
- 1 - Introduction and Setup
- 2 - Create Adaptive Form template
- 3 - Create form fragment
- 4 - Create Adaptive Form
- 5 - Configuring root panel and adding child panels
- 6 - Adding components to People panel
- 7 - Adding table to income panel
- 8 - Configuring assets panel
- 9 - Using custom functions and code editor
Handling Form Submissions
- Creating a Review Workflow
- Configuring Adaptive form to trigger workflow
- Displaying Thank You Page
- Customize Thank You Page
- Submitting to External End point
- Sending Email
- Paid Time Off Request Workflow
- Configuring Adaptive Form to trigger AEM Workflow - video
- Customize Assign Task Notification
Useful Integrations
- Two Factor Authentication
- OCR Data Extraction
- Cascading drop-down lists
- Integrate with ServiceNow
- Send e-mails with SendGrid
- Store form data in Azure Storage
- Populate form with Azure Blob
Creating OSGi bundle
- 1 - Setup your environment
- 2 - Create OSGi Service
- 3 - Create Sling Servlet
- 4 - Including third party bundles
Adaptive Forms
- Installing AEM Forms on Windows
- Installing 32 bit packages on Linux
- Prefill Service in Adaptive Forms
- Populate Adaptive Form using query parameters
- Custom Submit in Adaptive Forms
- Captcha in Adaptive Forms
- Custom Functions in Rule Editor
- Embedding Adaptive Form in web page
- Creating array of strings
- Item Load Path in AEM Forms
- Using Set Value in XML in OSGI Workflow
- Using Set Value in JSON in OSGI Workflow
- Send Email Component in AEM Forms Workflow
- Generating DocumentOfRecord using API
- Displaying Inline Images
- Displaying DAM images inline
- Using GeoLocation API
- Using Transaction Reporting
- User Profile Data Integration in AEM Forms
- Microsoft Dynamics with AEM Forms
- Rule Editor Enhancements
- Restricting Access to Rule Editor
- Theme Editor Enhancements
- Form Editor Enhancements
- Automated Testing Of Adaptive Forms
- Automated Testing Of Adaptive Forms
- Integrating LDAP with AEM Forms
- Using Service User in AEM Forms
- Tagging and Storing DoR on Adaptive Form Submission
- Populating table with the results from Form Data Model Service Invocation
- Capturing workflow comments
- Storing Submitted Form Data in DB
- Inserting form attachment in DB
- Modify Data Source Configuration
- Override Form Data Model Properties
- Form Data Model Service in AEM 6.4 Workflow
- Handling Error Messages in Form Data Model Service Step
- Form Data Model Service in AEM 6.5.1 Workflow
- Form Data Model without Data Source
- Computed Form Data Model Element
- Setting up JDBC Data Source in AEM Forms
- JDBC Based Form Data Model
- Create Associations between 2 entities in Form Data Model
- Using Form Data Model’s invoke service in Rule Editor
- Post Binary Data to AEM DAM Using Form Data Model
- Creating Re-Usable Workflow Models
- Custom Process Step AEM Workflow
- Pre-Populating HTML5 Forms
- Form Data Model with Salesforce
- Adding Items Dynamically to Choice Component
Select and assemble DAM folder content
- 1- Introduction
- 2 - Populate choice group
- 3 - Assemble selected assets
- 4 - Deploy the assets locally
Prefilling adaptive form using form data model
- 1 - Introduction
- 2 - Create database tables
- 3 - Configuring form data model
- 4 - Get request parameter
- 5 - Create adaptive form
UI Tips and Tricks
- Toggle password field text
- Space toolbar buttons
- Navigate tabs with nested panels
- Add Icons to navigation tabs
- Auto Complete fields
Customizing inbox
- 1 - Introduction
- 2 - Add custom column
- 3 - Using sightly template
Email form attachments
- 1 - Introduction
- 2 - Zip Form Attachments
- 3 - Email Form Attachments
- 4 - Test the solution
Storing and Retrieving Adaptive Form
- 1 - Introduction
- 2 - Configure Data Source
- 3 - Store Form Attachments
- 4 - Store Form Data
- 5 - Create Servlet
- 6 - Render form with saved data
- 7 - Create Client Lib
- 8 - Integrate with OTP Service
- 9 - Create the Main Form
- 10 - Create the MyAccount Form
- 11 - Deploy the sample
Import data from pdf file
- 1 - Introduction
- 2 - Create Adaptive Form
- 3 - Create OSGi Service
- 4 - Populate Adaptive Form
- 5 - Test the Solution
Exporting Submitted Data in CSV Format
- Export Submitted Data
HTML5 Forms
- Create HTML5 Form
- Handle HTML5 Form Submission
AEM Forms and Acrobat Sign
- Introduction
- Set up SSL
- Create Acrobat Sign API Application
- Create Acrobat Sign Cloud Configuration
- Create Workflow to send document for signing
- Create and Configure Adaptive Form
- Configure Adaptive Form for single signer
- Configure Adaptive Form for two signers
- Configure Automated Forms Conversion Service
- Convert PDF Form into Adaptive Form
- Configure converted Adaptive Form
- Using XDP templates with Acrobat Sign
Sign Multiple Forms
- 1 - Introduction
- 2 - Configure data source
- 3 - Create OSGi service
- 4 - Create main Workflow
- 5 - Update signature status workflow
- 6 - Customize summary component
- 7 - Create client lib
- 8 - Create form template
- 9 - Create initial form
- 10 - Create forms for signing
- 11 - Testing the solution
Custom workflow steps
- Extract node from xml document
- Save document to file system
- Save submitted data in string variable
- Extract document from List of Documents
Custom workflow component
- 1-Introduction
- 2-Write java code
- 3-Create workflow component
Variables in AEM Workflow
- Introduction - Variables in Workflow
- XML Variables
- JSON Variables
- Document Variables
- ArrayList Variable
- Form Data Model Variable
- Rule Editor in AEM Workflow
- Log workflow variables
Review form data
- 1 - Introduction
- 2 - Create Component
- 3 - Deploy assets
Storing and Retrieving Form Data in MySQL DB
- Introduction
- Configure Data Source
- Service to store data
- Create Servlet
- Client Library
- Adaptive Form Template
- Deploy sample assets
Triggering AEM Workflow from Mobile Form submission
- Introduction
- Custom Profile
- Handle PDF Submission
- Workflow to Review PDF
- Deploy on your system
Querying Submitted Data
- Introduction
- Creating Form based on JSON Schema
- Store the submitted data
- Store the JSON Schema
- Query the submitted data
Listing Custom Asset Types in Forms Portal
- Part1-Registering Custom Asset Types
- Part2 - Creating Custom Template
AEM Forms With Marketo
- Part1- Introduction
- Part2 - Custom Authentication
- Part3 - Data Source
- Part4 - Putting it all together
AEM Forms with Adobe Campaign Standard
- 1 - Introduction
- 2 - Generating Tokens
- 3 - Creating ACS Profile on Form Submission
- 4 - Pre-filling Form using ACS Profile Information
- 5 - Create ACS Profile using Form Data Model
Welcome Kit
- Introduction
- Create welcome kit component
- Create workflow component
- Test the solution
Headless Forms API
- 1 - Introduction
- 2 - Install Dependencies
- 3 - Fetch the form
- 4 - Select form to fill
- 5 - Display forms in card format
- 6 - Display selected form
- 7 - Handle form submission
React App with Forms and Acrobat Sign
- 1 - Introduction
- 2 - Generate Document
- 3 - Acrobat Sign API Wrapper
- 4 - Generate Sign Widget
- 5 - Deploy the sample assets
Document Services
- Types of PDF forms
- Embed pdf in adaptive form
- PDF’s in carousel component
- Using Assembler Service in AEM Forms
- XDP Stitching with Assembler Service
- Using Watched Folder in AEM Forms
- Using Barcode Service in AEM Forms
- Using PDFG Service in AEM Forms
- Using Output and Forms Service in AEM Forms
- Using xdp fragments in output service
- ECMA script to generate pdf with fragments
- Generating multiple pdf’s from one data file
- Generate PDF on Mobile Form Submission
- Generate Interactive PDF from Mobile Form
- Generate Interactive DoR from Adaptive Form
- Configure Reader Extensions Credential
- Apply Usage Rights to PDF on XDP Rendition
- Apply Usage Rights to Uploaded PDF
- Certify Documents
- Assemble Form Attachments
- Useful Utility Services
Interactive Communications for Print Channel
- 1 - Introduction
- 2 - Set up Tomcat
- 3 - Create Data Source
- 4 - Create Form Data Model
- 5 - Create XDP Layout using Forms Designer
- 6 - Create Document Fragment
- 7 - Create Print Channel Document
- 8 - Adding Content to Target Areas
- 9 - Configuring Line Chart
- 10 - Adding Table to Print Channel
- 11 - Using Watched Folder to Generate Documents
- 12 - Opening Agent UI on Form Submission
Save and Retrieve Draft Letters
- Introduction
- Implementation
- Deploy the sample
Interactive Communications
- Using Batch API
- MultiSeries Charts
- Generate Print Channel Documents From Submitted Data
- Using Reducer Functions
- Two Column Layout in Print Channel Documents
- Using Table Component in AEM Forms Print Channel Document
- Generating Interactive Communications Document for Print Channel using Watch Folders
- Customize text editor
Interactive Communications For Web Channel
- 1 - Introduction
- 2 - Set up Tomcat
- 3 - Create Data Source
- 4 - Create Form Data Model
- 5 - Creating Web Channel Document Template
- 6 - Creating Document Fragment
- 7 - Creating Interactive Communication Document
- 8 - Adding Text and Images
- 9 - Configuring Line chart
- 10 - Configuring Table
- 11 - Configuring Column Chart
- 12 - Configuring Pie Chart
- 13 - Delivery Of Web Channel Document
- Email Delivery of Web Channel Document
Troubleshooting
- Document Services: Steps to troubleshoot DDX related issues
- Document Services: Steps to troubleshoot PDFA conversion issues
- Document Services: How to debug font related issue for Forms and Output Service
- Document Services: How to embed fonts for Forms and Output Service
- Document Services: How to enable performance logging to debug Forms and Output Service
- Document Services: How to increase aries transaction timeout for conversion of large files
- Document Services: How to run load tests using FormsIVS and OutputIVS
- Document Services: How to update custom XDPs and data files in FormsIVS and OutputIVS
- Document Services: Steps to enable verbose ORB trace
- Document Services: Steps to tweak bmc pool size for XMLFormService part1
- Document Services: Steps to tweak bmc pool size for XMLFormService part2
- Document Services: Steps to tweak parameters on JMX console
- Enable merging of large xml data files with template
- PDFG: How to change the transaction timeouts in PDFG
- PDFG: How to update CORBA timeout in PDFG
- PDFG: How to update the timeouts in PDFG
- PDFG: Steps to add PDFG user in windows server 2016
- PDFG: Steps to check and install 32 bit libraries and their dependencies
- PDFG: Steps to check folder permission on windows server 2016
- PDFG: Steps to enable strace on unix
- PDFG: Steps to install required 32bit Microsoft Visual C++ redistributables
- PDFG: Steps to run and interpret output of System Readiness Tool
- PDFG: Steps to troubleshoot acrobat specific issues
- PDFG: Steps to troubleshoot HtmltoPDF issues on windows
- PDFG: Steps to troubleshoot HtmltoPDF specific issues on unix(PhantomJS)
- PDFG: Steps to troubleshoot HtmltoPDF specific issues on unix(WebKit conversion)
- PDFG: Steps to troubleshoot multi user PDFG Conversion on unix
- PDFG: Steps to troubleshoot multi user PDFG Conversion on windows
- PDFG: Steps to troubleshoot OpenOffice specific issues on unix
- PDFG: Steps to troubleshoot OpenOffice specific issues on windows
- Document Security: How to apply policy created using document security module in Acrobat
- User Management: How to add users or groups in AEM Forms JEE
- User Management: How to increase UM Session timeout
- Workbench: Connecting workbench using https
- Workbench: Gathering Workbench logs from help menu
- Workbench: How to enable debug output for Workbench
- Workbench: How to tweak workbench memory parameters
- Workbench: How to tweak workbench performance parameters
- Designer: Dependency of Designer on C++ redistributable
- Designer: How to enable HTML Preview
- Designer: How to enable PDF Preview
- Designer: How to install Designer Patches
- JEE Foundation: How to change the value of entropy
- JEE Foundation: How to change transaction timeout of any service in AEM Forms JEE
- JEE Foundation: How to purge process records from the Job Manager table
- JEE Foundation: How to run process purge from command line
- JEE Foundation: Steps to bootstrap manually
- JEE Foundation: Steps to capture debug logs for mobile forms
- JEE Foundation: Steps to mitigate ForcedDisconnectException
- General: How to add management user for JBoss admin console
- General: How to capture HAR logs
- General: How to capture heap dumps of a JVM on a unix server
- General: How to capture heap dumps of a JVM on a windows server
- General: How to capture network logs
- General: How to capture Thread dumps of a JVM on a unix server
- General: How to capture Thread dumps of a JVM on a windows server
- General: How to generate a self signed certificate
- General: How to make web service call from HTML5 form
- General: Steps to enable debug logging for any classes in AEM Forms OSGI
- General: Steps to enable debug logging for any classes in JBOSS Application Server
- General: Steps to enable debug logging for any classes in Websphere Application Server
- General: Steps to enable SSL for AEM Forms OSGi
- General: Steps to encrypt keystore password to be used in lc_turnkey.xml
- General: Steps-to-reset-default-password-for-users-in-AEM-Forms-JEE
- General: Steps-to-reset-default-password-for-users-in-AEM-Forms-OSGI
- General: Steps to set up gemfire locators in a cluster and perform related configuration

Related Topics

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Using User Profile Data Integration with AEM Forms

Last update: 2023-12-04

Topics:
Adaptive Forms
View more on this topic

Created for:
Beginner

Developer

AEM Forms Data Integration allows you to configure and connect to disparate data sources. The following are supported out-of-the-box. However, with little customization, you can integrate other data sources as well.

Relational databases - MySQL, Microsoft SQL Server, IBM DB2, and Oracle RDBMS

AEM user profile
RESTful web services
SOAP-based web services
OData services
This article will highlight integrating AEM user profile information with Adaptive Forms.

NOTE

This feature is available only with AEM 6.3 onwards.