Versioning, reviewing and commenting on an Adaptive Form

Last update: April 17, 2025
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • User
  • Developer
  • Admin

Adaptive Form Core Components provide functionality that enables form authors to incorporate versioning, commenting, and annotations into forms. These features serve to streamline the form development process by allowing users to create and manage multiple versions of a form, engage in collaborative discussions through comments, and attach annotations to specific form components, thereby enhancing the overall form-building experience.

Adaptive Form versioning

Adaptive form versioning helps add versions to a form. Form authors can easily create multiple versions of a form and finally use the one that is suitable for the business objectives. In addition, form users can also revert the form to the previous versions. It also facilitates authors to compare any two versions of a form by previewing them, allowing them to analyze forms better from UI perspectives. Let’s go in detail for each adaptive form versioning functionality:

Create a form version

To create version of a form, follow the steps given below:

  1. Create a form or you use an existing form.
  2. On AEM UI, navigate to the Form>>Forms & Documents and select your Form.
  3. On the selection dropdown on the left panel, select Versions.
    Select a form
  4. Click the three dots located on the lower panel on the left, click Save as Version.
  5. Now, provide a label to the form version, and you can provide information about the form through the comment.
    Create a form version

Update a form version

When you edit and update your adaptive form, you add a new version to the form. Follow the steps given in the last section to name a new version of the form as shown in the image:

Update a form version

Revert a form version

To revert a form version to the previous, select a form version, click Revert to this Version.

Revert form version

Compare form versions

Form authors can compare two different versions of a form for previewing purposes. To compare versions, select any form version and click Compare to Current. It shows two different form versions in preview mode.

Compare form versions

Add Comments

A review is a mechanism that allows one or more reviewers to comment on forms. Any form user can comment on a form or review a form through comments. To comment on a form, select a Form, and add a Comment to the form.

NOTE
When you use comments in adaptive form core components as discussed above, the form functionality Creating and managing reviews to forms is disabled.

Add comments on a form

Add Annotations

In many cases, form group users are required to add annotations to a form for review purposes, for example, on a specific tab of a form or components of a form. In such cases, authors can use annotations. To add annotations to a form, perform the following steps:

  1. Open a form in the Edit mode.

  2. Click the add icon located on the upper right rail as given in the image.
    Annotation

  3. Click the add icon located on the upper left rail as given in the image to add the annotation.
    Add annotation

  4. Now, you can add comments, draw sketches with multiple colors to form components.

  5. To see all your added annotations to a form, select your form, and you see the annotations added on the left panel, as shown in the image.

    See added annotations