Deploy and configure Forms Experience Builder
This comprehensive guide helps you get started with creating and managing forms using conversational AI technology. Whether you’re a beginner looking to create your first form or an advanced user seeking to leverage sophisticated features, you’ll find detailed information and practical examples to guide your journey through the Forms Experience Builder’s capabilities.
Prerequisites and setup
Access requirements
Before using Forms Experience Builder, ensure you have:
- Access to Forms Experience Builder - Available through the Early Access Program
- AEM Forms as a Cloud Service - Production author environment with Adaptive Forms Core Components
- Basic understanding - Familiarity with form concepts and business requirements
Verify forms is enabled
Before using Forms Experience Builder, ensure AEM Forms is enabled for your environment.
Set up your environment
Your setup process depends on your AEM Forms implementation. Choose the path that matches your project.
For Edge Delivery Services
If you are using Edge Delivery Services Forms and primarily use the Universal Editor. Prepare your project for Edge Delivery Services Forms. This is a one-time setup to enable the Forms Experience Builder.
For Core Components-based forms
If you are using Adaptive Forms based on Core Components in the AEM author environment, ensure Adaptive Forms Core Components are enabled for your environment.
Quick start
Access the forms experience builder
You can access the Forms Experience Builder from three primary locations, depending on your workflow and form type.
1. Adaptive Forms Editor (for Core Components)
You can launch the builder directly while editing a specific form.
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Navigate to AEM > Forms > Forms & Documents.
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Create a new form using a Core Components template or open an existing one.
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Select the Forms Experience Builder icon in the editor’s toolbar to open the conversational interface.
1. Universal Editor (for Edge Delivery Services Forms)
For forms delivered via Edge Delivery Services, the builder is integrated into the Universal Editor.
- Open your Edge Delivery Services form in the Universal Editor.
- Select the Forms Experience Builder icon in the right panel to launch the conversational interface.
Your first form
You: “Create a contact form to capture personal information including full name, email address, phone number, company name, job title, and a message field for inquiries”
AI: Select a template
A drop-down to select a template
AI: Select a theme
A drop-down to select a theme
AI: Create Form
Essential commands
//create-form contact form, /help validation rules, /update-layout wizard@@email, @firstName, Make @phoneNumber requiredSpecific Command Examples:
/create-form customer survey- Creates a new customer survey form/add-field @email validation- Adds validation to existing email field/create-rule show @spouse if @maritalStatus equals married- Creates conditional logic/configure-submit to email support@company.com- Sets up email submission/help multi-step forms- Gets help on multi-step form creation
Tips for success
- Be specific: “Add a required email field with validation” works better than “add email”
- Reference existing fields: Use
@fieldNamewhen modifying forms - Ask for help: Type
/helpfollowed by your question - Iterate: Make one change at a time for best results
Ways to start creating a form
Start with natural language prompts
Describe your form requirements in natural language, and the Forms Experience Builder generates the complete form structure:
Examples:
- “Create a loan application form with personal info, financial details, and document uploads”
- “Build a customer feedback form with ratings, comments, and product categories”
- “I need a multi-step registration form for a conference with payment processing”
Key interactions
Adding form elements
Basic additions:
👤 You: "Add a section for personal information"
👤 You: "Include a file upload for resume"
👤 You: "Add a dropdown for country selection"
Detailed specifications:
👤 You: "Add a personal information panel with fields for full name, date of birth, phone number, and email address"
👤 You: "Include a secure file upload component for documents, limited to PDF files under 5MB"
👤 You: "Add a country dropdown with options for USA, Canada, UK, and Germany"
Creating dynamic behavior
Simple logic:
👤 You: "Show additional fields when 'Other' is selected"
🤖 AI: "Created a conditional rule that shows additional fields when 'Other' is chosen"
👤 You: "Make the email field required"
🤖 AI: "Updated the email field to be required with validation"
👤 You: "Calculate the total automatically"
🤖 AI: "Added calculation logic to automatically compute totals"
Complex business rules:
👤 You: "Show the spouse information fields only when marital status is set to 'Married'"
🤖 AI: "Created a conditional rule that displays spouse fields based on marital status"
👤 You: "Calculate the total cost by multiplying quantity and price, then add 10% tax"
🤖 AI: "Added calculation logic with quantity, price, and tax computation"
👤 You: "Enable the submit button only when all required fields are completed and terms are accepted"
🤖 AI: "Created validation logic that enables submission only when all conditions are met"
Form layout and design
Layout changes:
👤 You: "Make this a multi-step form"
🤖 AI: "Converted the form to a progressive layout with navigation"
👤 You: "Organize fields in two columns"
🤖 AI: "Updated the layout to display fields in a two-column arrangement"
👤 You: "Convert to an accordion layout"
🤖 AI: "Transformed the form to use accordion-style sections"
Design improvements:
👤 You: "Create a wizard-style form with 3 steps: personal info, preferences, and review"
🤖 AI: "Created a wizard form with three distinct steps and navigation"
👤 You: "Arrange the address fields in a compact two-column layout"
🤖 AI: "Organized address fields in a compact two-column format"
👤 You: "Update the layout to match the attached wireframe"
🤖 AI: "Modified the layout to match the provided design reference"
Submit configuration
The Forms Experience Builder can configure various submission endpoints to connect your forms with external systems and services:
Advanced submit configuration examples:
👤 You: "Send form submissions to hr@company.com and create a case in our CRM system"
🤖 AI: "Configured email submission and CRM submit action"
👤 You: "Submit data to our REST API endpoint and trigger the new customer workflow"
🤖 AI: "Set up REST API submission with workflow triggers"
👤 You: "Email responses to the sales team and add the lead to our marketing automation platform"
🤖 AI: "Configured multi-channel submission with email and marketing automation"
Advanced form operations
Complex rule creation
Create sophisticated validation and business logic that responds to user interactions and ensures data integrity:
👤 You: "Show the address section only if the user selects 'Ship to different address'"
🤖 AI: "Created a conditional rule that shows/hides the address panel based on checkbox selection"
Multi-step form creation
👤 You: "Create a progressive form with 3 steps: personal info, preferences, confirmation"
🤖 AI: "Created a progressive form with navigation between steps and validation at each stage"
Advanced field types
- File upload with validation and size restrictions for document management
- Date pickers with constraints and business rules for scheduling
- Dropdowns with dynamic options that change based on user selections
- Radio buttons with conditional logic for complex decision trees
PDF to form conversion
👤 You: "Convert this PDF into an interactive form"
🤖 AI: "Analyzed the PDF and created a form with appropriate field types and validation"
Product help and learning
The Forms Experience Builder can also teach you about AEM Forms features:
Ask questions like:
- “How do I create a multi-step form?”
- “What’s the difference between panels and sections?”
- “How do I set up email notifications?”
- “What are the best practices for mobile-friendly forms?”
- “How do I apply themes to my forms?”
Get help on:
- AEM Forms concepts and terminology
- Step-by-step instructions for complex features
- Best practices and recommendations
- Troubleshooting common issues
For additional support, refer to the main Forms Experience Builder Prompt Library or contact your system administrator for technical assistance.