Creating an adaptive form creating-an-adaptive-form

Access Experience Manager Forms Author instance at https://'[server]:[port]'/<custom-context-if-any>.

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 and select Adaptive Form.

An option to select a template appears. For more information about templates, see Adaptive form templates. Select a template to select it and select Next.

An option to ‘Add Properties’ appears. Specify the values for following property fields. The Title and Name fields are mandatory:

• 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.
• Description: Specifies the detailed information about the form.
• Tags: Specifies tags to uniquely identify the adaptive form. Tags help in searching the form. To create tags, type new tag names in the Tags box.

You can create an adaptive form based on one of following form models:

• Form data model
• XFA form template
• XML or JSON schema
• None or without any form model

You can configure these from the Form Model tab on the Add Properties page. By default, the form model selected is None.

Select Create. An adaptive form is created and a dialog to open the form for editing appears.

Once you have finished specifying all the properties, click Create. An adaptive form is created and a dialog to open the form for editing appears.

Once you have finished specifying all the properties, click Create. An adaptive form is created and a dialog to open the form for editing appears.

Select Open to open the newly created form in a new tab. The form opens for editing and displays the contents available in the template. It also displays the sidebar to customize the newly created form according to the needs.

Based on the type of adaptive form, the form elements present in the associated XFA form template, XML schema, or JSON schema 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.

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

In Form Model tab on Add Properties screen, select Form Data Model in the Select From drop-down list.

Select to expand Select Form Data Model. All available form data models are listed.

Select a from data model.

On the Add Properties step of adaptive form creation page, select on the Form Model tab.

In the Form Model tab, select Schema from the Select From drop-down field.

Select Select Schema and do one of the following:

• Upload from disk - Select this option and select Upload Schema Definition to browse and upload an XML schema or JSON schema from your file system. The uploaded schema file resides with the form and is not accessible to other adaptive forms.
• Search in repository - Select this option to select from the list of schema definition files available in the repository. Select the XML or JSON schema file as form model. The selected schema is associated with the form by reference and is accessible for use in other adaptive forms.

Figure: Selecting XML or JSON schema

(For XML schema only) After you select or upload an XML Schema, specify a root element of the selected XSD file to map with the adaptive form.

Figure: Selecting XSD root element

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 a form template, XML or JSON schema, or form data model.
• If the adaptive form is based on a form model, you can choose another form template, XML or JSON schema, or form data model for the same form model.

Select Save to save the properties.

To access the auto-save section in the properties, select a component, then select > Adaptive Form Container, and then select .

In the Auto Save section, Enable the auto-save option.

In the Adaptive Form Event box, specify 1 or TRUE to automatically start saving the form when the form is loaded in the browser. You can also specify a conditional expression for an event, which when triggered and returns true, starts saving the content of the form.

Specify the Trigger. Auto-save is triggered based on your configuration. Your options are:

• Time based: Select the option to start saving the content based on a specific time interval.
• Event based: Select the option to start saving the content based when an event is triggered.

When you select a trigger, Strategy Configuration box is enabled. Strategy Configuration box lets you:

• Specify a time interval if you select Time based trigger.
• Specify an event name if you select Event based trigger.

(Time-based autosave only) Perform the following steps to configure options for the Time-based autosave.

1. In the Auto save on this interval box, specify the time interval in seconds. The form is saved repeatedly after the number of seconds specified in the interval box elapse.

(Event-based auto save only) Perform the following steps to configure options for Event-based auto save.

1. In the Auto save after this event box, specify a GuideBridge event. The form is saved every time the expression evaluates to TRUE.

(Optional) To automatically save the content for anonymous users, select the Enable Autosave for anonymous users option, and click OK.

Select an adaptive form in your AEM Forms user interface.

Click on the Properties located on the upper rail.

Change the name of the form in the Title tab, as shown in the image below.

Click Save and Close.