Create an Interactive Communication create-an-interactive-communication

Log in to the AEM author instance and navigate to Adobe Experience Manager > Forms > Forms & Documents.

Tap Create and select Interactive Communication. Create Interactive Communication page appears.

Enter the following information. :

• Title: Enter the title of the Interactive Communication.
• Name*: The name of the Interactive Communication is derived from the title you enter. Edit it, if necessary.
• Description: Enter a description about the Interactive Communication.
• Form Data Model*: Browse and select the form data model. For more information on Form Data Model, see AEM Forms Data Integration.
• Prefill Service: Select the prefill service to retrieve the data and prefill the Interactive Communication.
• Post Process Type: You can select AEM or Forms workflow to be triggered when the Interactive Communication is submitted. Select the type of the workflow to be triggered.
• Post Process: Select the name of the workflow to be triggered. When you select AEM workflow, provide Attachment Path, Layout Path, PDF Path, Print Data Path, and Web Data Path.
• Tags: Select the tags to apply to the Interactive Communication. You can also type in a new/custom tag name and press Enter to create it.
• Author:The author name is automatically taken from the logged in user’s username.
• Publish Date: Enter the date to publish the Interactive Communication.
• Unpublish Date: Enter the date to unpublish the Interactive Communication.

Tap Next. The screen to specify print and web channel details appears.

Enter the following:

• Print: Select this option to generate the print channel of the Interactive Communication.
• Print Template:* Browse and select an XDP as the print template.
• Use Print As Master For Web Channel: Select this option to create the web channel in sync with the print channel. Using print channel as master for web channel ensures the content and data binding of the web channel is derived from the print channel and the changes made in the print channel are reflected in the web channel when you tap Synchronize. The authors are, however, allowed to break the inheritance for specific components in the web channel, as required. For more information, see Synchronize Web channel with Print channel.
• Web: Select this option to generate the web channel or the responsive output of Interactive Communication.
• Interactive Communication Web Template:* Browse and select the web template.
• Theme and Select Theme*: Browse and select the theme to style the web channel of the Interactive Communication. For more information, see Themes in AEM Forms.

For more information on print channel and web channel, see Print channel and web channel.

Tap Create. The Interactive Communication is created and an alert box appears. Tap Edit to start building the contents of the Interactive Communication as explained in Add contents using Interactive Communication authoring user interface. Alternatively, you can tap Done and choose to edit the Interactive Communication later.

The Interactive Communication authoring interface is launched when you Tap Edit as mentioned in Create Interactive Communication. Alternatively, you can navigate to an existing Interactive Communication asset on AEM, select it, and tap Edit to launch the Interactive Communication authoring interface.

By default, the print channel of the Interactive Communication appears, unless the Interactive Communication is web-channel-only. The Print channel of the Interactive Communication displays target areas, as available in the selected XDP/print channel template. In these target areas and fields, you can add components or assets.

With the Print channel selected, select the Components tab. The following components are available in the print channel:

Drag-and-drop the components into your Interactive Communication and configure them as required.

With the print channel selected, go to the Assets tab and apply the filter to display only the assets you want to see.

Using the Assets browser, you can also directly drag and drop assets into Interactive Communication target areas.

Drag-and-drop the document fragments into the Interactive Communication. Following are the types of document fragments that you can use in the print channel of the Interactive Communication.

To set up binding of variables, tap a variable and select (Configure) and then set up the binding properties in the Properties panel in the sidebar.

• None: Agent will fill in the value for the variable.
• Text Fragment: If selected, you can browse and select a text document fragment whose content is rendered in the field. Only those text document fragments can be bound to variables that have no variables within.
• Data Model Object: Select a form data model property whose value is populated in the field.

You can also choose to configure the relevant text document fragment. The Properties panel displays the list of variables in the text document fragment. You can tap (Edit) next to a variable name to display that variable’s settings for editing.

To add a table, with the print channel selected, in the Assets tab apply the filter to display only the Layout Fragments. Drag-and-drop the required layout fragment to the Interactive Communication. A layout fragment is based on an XDP and can be used to create graphical layouts or static and dynamic tables in Interactive Communication that get populated with dynamic data.

Example: A layout table to display gross premium, loyalty discount %, and emergency roadside assistance availability for old and the new policies.

For more information on layout fragments, see Document Fragments.

With the print channel selected, in the Assets tab apply the filter to display images. Drag-and-drop the required images to the Interactive Communication, such as for company logo.

Further, manage the following in the Interactive Communication:

• Adding and configuring charts

• Sychronizing web channel with the print channel

  • Auto sync
  • Cancel inheritance
  • Re-enable inheritance
  • Synchronize

• Attachments and library access

• XDP/Layout field properties

• Add rules to components

Switch to Web Channel. The web channel appears in the Interactive Communication editor. When you switch from the Print channel to the Web channel for the first time, the automatic synchornization takes place. For more information, see Synchronizing web channel from the print channel.

Since we are using Print as master for the web in this example, the Print channel placeholders, content, and data binding get synced to the web channel. However, you can change and customize the specific content in the web channel as required.

To add additional components in the Web channel, with the Web channel selected, tap Components. Drag-and-drop components in the web channel of your Interactive Communication as required and proceed to configure them.

As required, insert assets in your web channel.

You can preview your Interactive Communication to see what the print and web outputs of the Interactive Communication look like and continue making changes, as required.

Select the (print or web) channel to preview and tap preview. The Interactive Communication appears.

For the web channel, use to view how the Interactive Communication looks on various devices.

In the Print channel, highlight the Document Container and tap Properties.

The Properties panel appears in the Sidebar.

Expand Attachments and specify the following properties:

• Allow Library Access: Select to enable library access for the agent in the Agent UI. If enabled, the Agent can add files from the library while preparing the Interactive Communication.

• Allow Re-Ordering Of Attachments: Select to enable the Agent to re-order the attachments with the Interactive Communication.

• Max Number Of Attachments Allowed: Specify the maximum number of attachments allowed with the Interactive Communication.

• Files To Be Attached: Tap Add and browse to select files to be attached and specify the following:

  • Attach This File To Document By Default: You can change this option if only the attachment is not Mandatory.
  • Mandatory: Agent will not be able to remove the attachment in the Agent UI.

Tap Done.

While editing the Print channel of an Interactive Communication, hover over a field, which is built in the Print channel template, and select (Configure).

The Properties dialog appears in the sidebar.

Specify the following:

• Name: JCR node name.

• Title: Enter a title that will be visible to the Agent in the Agent UI and in the Document Container tree.

• Binding Type: Select one of the following binding types for the field.

  • None: Agent will fill in the value for the property.
  • Text Fragment: If selected, you can browse and select a text document fragment whoses content is rendered in the field.
  • Data model object: Select a form data model property whose value is populated in the field.

• Default Values: Default value ensures that the field is not empty when there is no value provided by the specified data model object or text fragment. If the data binding type is none, the default value is prepopulated in the field.

• Editable By Agent: Select to allow the agent to edit the value in the field in the Agent UI. This setting is not applicable if Binding Type is Text Fragment.

• Label: Specify a text string displayed with the field to the Agent in Agent UI. This setting is not applicable if Binding Type is Text Fragment.

• Tooltip: Enter a text string that will be visible on mouse over to the Agent in Agent UI. This setting is not applicable if Binding Type is Text Fragment.

• Required: Select to make the field mandatory for the Agent. This setting is not applicable if Binding Type is Text Fragment.

• Allow multiple lines: Select this field to allow multiple lines of text as entry in the field. This setting is not applicable if Binding Type is Text Fragment.

Tap .

Ensure that the required layout fragment for creating the table is available in AEM.

In the print channel of your Interactive Communication, drag and drop a layout fragment (with a multi-column table) in a Target Area from the Asset browser.

A table appears in the Interactive Communication layout area.

Specify data binding for each of the cells of the table. To create a repeatable row, insert form data model properties in the row belonging to a common collection property.

1. Tap a cell in the table and select (Configure).

   The Properties dialog appears in the sidebar.

   

2. Configure the properties:

   • Name: JCR node name.

   • Title: Enter a title that will be visible in the Interactive Communication editor.

   • Binding Type*: Select one of the following binding types for the field.

     • None
     • Data model object: A form data model propert’s value is populated in the field.

   • Data Model Object: The form data model property whose value is populated in the field.

   • Default Value: Default value ensures that the field is not empty when there is no value provided by the specified data model object. The default value is pre-populated in the field.

   • Editable By Agent: Select to allow the agent to edit the value in the field in the Agent UI.

3. Tap .

Preview the Interactive Communication to see the table rendered with the data.

Switch to the Web channel and then choose to display the Data Sources browser.

Drag and drop a collection property into a subform.

A table gets created in the subform.

Preview the table in the web preview of the Interactive Communication.

To synchronize the Web channel with the Print channel, tap Synchronize.

Synchronize Content From Master Channel dialog appears.

Tap one of the following:

• Discard Changes: Discards all the changes made to the Web channel regardless of the changes made in the web channel.
• Keep Changes: Syncs content only for the target areas in which inheritance is not cancelled.